401(k) · DOL Form 5500 · 2022

Morton Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
50
Participants Small participant base
39th
Percentile by assets National rank
$54,811
Avg per participant Low balance/head
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Official DOL plan name: Morton Capital 401(k) Plan · Sponsored by Morton Capital Management, LLC · California · Finance & Insurance

$3M in assets, 50 participants

Morton Capital Management, LLC's Morton Capital 401(k) Plan reported $3M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,431 in Finance & Insurance (9,261 peers)

Morton Capital Management, LLC multi-year trail

Morton Capital Management, LLC's plans moved +74.8% in assets from 2022 to 2024; this filing shows Morton Capital 401(k) Plan at $3M / 50 participants.

#2,431
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY

The plan reported a net loss of $233K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morton Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Morton Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,740,566 39th percentile higher than 39% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Morton Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Capital 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 300798181 · Morton Capital Management, LLC PY 2022 · 401(k)

Morton Capital 401(k) Plan · $3M · 50 · 39th

  • SCH $3M
  • SCH 50
  • SCH 39th
  • SCH 401(k)
  • SCH near Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan
  • SCH ind #2431

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Morton Capital 401(k) Plan in the asset neighbourhood

Morton Capital 401(k) Plan$3MTri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) PlanTri-Starr Services of Pennsy…$3MNorthland Healthcare Alliance 401(k) PlanNorthland Healthcare Allianc…$3MNetwork Management Group, Inc. 401(k) PlanNetwork Management Group, In…$3MKeystone International 401(k) PlanKeystone International 401(k…$3M
End-of-year total assets ($M) among Morton Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morton Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Morton Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 74.83519827656039% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.74M $4.79M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 49 $4M
2024 1 52 $5M

Morton Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$233K
Employer EIN300798181
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morton Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Morton Capital 401(k) Plan, Total assets ($B): 0.002740566 · Participants: 50Morton Capital 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Morton Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Morton Capital 401(k) Plan side-by-side with 3 peers →

Morton Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA ($3M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morton Capital 401(k) Plan assets move in 2022? ▼
Morton Capital 401(k) Plan pulled back noticeably - down 7.8% during 2022, from $3M to $3M. Reported net income was -$233K.
How have Morton Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Capital Management, LLC's sponsor-wide assets grew 74.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Morton Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA ($3M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Morton Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300798181.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.