401(k) · DOL Form 5500 · 2024

Morton Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
52
Participants Small participant base
41st
Percentile by assets National rank
$92,144
Avg per participant Below avg balance/head
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Official DOL plan name: Morton Capital 401(k) Plan · Sponsored by Morton Capital Management, LLC · California · Finance & Insurance

$5M in assets, 52 participants

Morton Capital Management, LLC's Morton Capital 401(k) Plan reported $5M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,365 in Finance & Insurance (8,549 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 $5M / 52 participants.

#2,365
in Finance & Insurance (8,549 peers)
+27.2%
assets growth YoY

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 2024 · DOL Form 5500

$4,791,474 41st percentile higher than 41% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Capital 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morton Capital 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Morton Capital 401(k) Plan reported participants rose from 49 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 300798181 · Morton Capital Management, LLC PY 2024 · 401(k)

Morton Capital 401(k) Plan · $5M · 52 · 41st

  • SCH $5M
  • SCH 52
  • SCH 41st
  • SCH 401(k)
  • SCH near Bulletproof 360 Inc. 401(k) Plan
  • SCH ind #2365

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$5MBulletproof 360 Inc. 401(k) PlanBulletproof 360 Inc. 401(k) …$5MLifespring 401(k) Plan$5MInternational School of Denver, Inc. 401(k) PlanInternational School of Denv…$5MThe Bionetics Corporation Union 401(k) Savings PlanThe Bionetics Corporation Un…$5M
End-of-year total assets ($M) among Morton Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Morton Capital 401(k) Plan, Total assets ($B): 0.004791474 · Participants: 52Morton Capital 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) 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 Bulletproof 360 Inc. 401(k) Plan in WA ($5M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Morton Capital 401(k) Plan grew sharply - up 27.2% during 2024, from $4M to $5M. Reported net income was $1M.
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 Bulletproof 360 Inc. 401(k) Plan in WA ($5M, 76 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 Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.