401(k) · DOL Form 5500 · 2022
Morton II Youth Sports 401(k) Plan
Data updated 2026-08-25
- $39K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $39,257
- Avg per participant Low balance/head
Official DOL plan name: Morton II Youth Sports 401(k) Plan · Sponsored by Morton II Youth Sports · California · Arts, Entertainment & Recreation
$39K in assets, 1 participants
Morton II Youth Sports's Morton II Youth Sports 401(k) Plan reported $39K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #246 in Arts, Entertainment & Recreation (3,077 peers)
2022 asset change
Morton II Youth Sports 401(k) Plan pulled back noticeably 9.6% in 2022 ($43K → $39K) for 1 participant.
- #246
- in Arts, Entertainment & Recreation (3,077 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morton II Youth Sports 401(k) Plan among the smaller filed plans by assets
Morton II Youth Sports 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,257 3rd percentile higher than 3% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morton II Youth Sports 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton II Youth Sports 401(k) Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 813169539 · Morton II Youth Sports PY 2022 · 401(k)
Morton II Youth Sports 401(k) Plan · $39K · 1 · 3rd
- BOY $39K
- SCH 1
- EBSA 3rd
- PART 401(k)
- TYPE near L2 Ventures, Inc. 401(k) Plan
- NET ind #246
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Morton II Youth Sports 401(k) Plan in the asset neighbourhood
Morton II Youth Sports years around the 2022 move
Sponsor-wide plan assets over time
All Morton II Youth Sports plans reported in each filing year
- Latest sponsor-wide plan assets
- $37K 5.484372213872685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $39K |
| 2023 | 1 | 1 | $42K |
| 2024 | 1 | 1 | $37K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $43K |
|---|---|
| Net Assets (End of Year) | $39K |
| Net Income | -$4K |
| Employer EIN | 813169539 |
| Plan Effective Date | 2016-06-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Morton II Youth Sports 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is L2 Ventures, Inc. 401(k) Plan in WI ($39K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39K here).
- L2 Ventures, Inc. 401(k) Plan (WI) $39K · 1
- Po'e Hana Group Inc. Retirement Plan (HI) $39K · N/A
- Edgell Foods Inc. Retirement Plan (LA) $39K · 4
- Villa Legacy, Inc. 401(k) Plan (TX) $39K · 3
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.