401(k) · DOL Form 5500 · 2022
Morton Consulting, LLC 401(k) Plan
Data updated 2026-08-25
- $927K
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $21,067
- Avg per participant Low balance/head
Official DOL plan name: Morton Consulting 401(k) Profit Sharing Plan & Trust · Sponsored by Morton Consulting, LLC · Virginia · Administrative & Support Services
$927K in assets, 44 participants
Morton Consulting, LLC's Morton Consulting 401(k) Profit Sharing Plan & Trust reported $927K in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #2,276 in Administrative & Support Services (4,927 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Morton Consulting 401(k) Profit Sharing Plan & Trust ranks #2,276 of 4,927 2022 filers by assets (3113% of the sector average)-$927K for 44 participants.
- #2,276
- in Administrative & Support Services (4,927 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morton Consulting 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Morton Consulting 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$926,930 24th percentile higher than 24% 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 Consulting 401(k) Profit Sharing Plan & Trust 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 Consulting 401(k) Profit Sharing Plan & Trust is a small filing (44 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 205083872 · Morton Consulting, LLC PY 2022 · 401(k)
Morton Consulting 401(k) Profit Sharing Plan & Trust · $927K · 44 · 24th
- BOY $927K
- BOY 44
- BOY 24th
- BOY 401(k)
- BOY near Lynd Management Group LLC 401(k) Plan
- BOY ind #2276
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 Administrative & Support Services retirement plans → · Plans in Virginia →
Morton Consulting 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $927K |
| Net Income | -$187K |
| Employer EIN | 205083872 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morton Consulting, LLC)
Sponsor-wide plan assets over time
All Morton Consulting, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 8.130818939941527% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $927K |
| 2023 | 1 | 41 | $1M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Morton Consulting 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Lynd Management Group LLC 401(k) Plan in TX ($927K); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($927K here).
- Lynd Management Group LLC 401(k) Plan (TX) $927K · 287
- Home Instead Senior Care Retirement Plan (AL) $927K · 130
- Patterson Precision Manufacturing, Inc. 401(k) Plan (MI) $927K · 18
- Automated Doors & Access, Inc. 401(k) Plan (IN) $927K · 27
Similar participant headcount
Nearest other-state filings by covered participants (44 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.