401(k)
2022 plan-year 401(k) DOL Form 5500

MTO 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MUNGER, TOLLES & OLSON LLP

This 401(k) plan holds $183M in total assets and serves 444 participants as of 2022. It is sponsored by MUNGER, TOLLES & OLSON LLP in California. The plan reported a net loss of $9M for the year.

Total Assets (2023)
$183M
Participants
444
State
Industry
Professional & Technical Services

What the Filing Says About MTO 401(K) PROFIT SHARING PLAN

MTO 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by MUNGER, TOLLES & OLSON LLP, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $183M in total end-of-year assets and covers 444 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952156481, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $192M at the beginning of 2022 to $183M at year-end — a decline of 4.7%. Net assets (after liabilities) closed the year at $183M, with reported net income of $-8,962,953 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$192M
Total Assets (End of Year)$183M
Net Assets (End of Year)$183M
Net Income$-8,962,953
Plan Type401(k)
Employer EIN952156481
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MUNGER, TOLLES & OLSON LLP)

Year Plans Participants Total Assets
2022 3 1,094 $379M
2023 3 1,224 $576M
2024 2 792 $408M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the MTO 401(K) PROFIT SHARING PLAN?
As of the 2022 Form 5500 filing, MTO 401(K) PROFIT SHARING PLAN holds $183M in total assets with 444 participants. It is sponsored by MUNGER, TOLLES & OLSON LLP.
What type of plan is MTO 401(K) PROFIT SHARING PLAN?
MTO 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 952156481.
Who sponsors the MTO 401(K) PROFIT SHARING PLAN?
MTO 401(K) PROFIT SHARING PLAN is sponsored by MUNGER, TOLLES & OLSON LLP, located in California. The sponsor's EIN is 952156481 and the plan operates in the Professional & Technical Services industry.
How did MTO 401(K) PROFIT SHARING PLAN perform in 2022?
MTO 401(K) PROFIT SHARING PLAN declined by 4.7% during 2022, moving from $192M to $183M in total assets. Net income was $-8,962,953.
Where can I find official filings for MTO 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for MTO 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952156481 or plan name at efast.dol.gov.
How does MTO 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare MTO 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952156481.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.