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Employer · plans filed under one EIN

Munger, Tolles & Olson LLP

Los Angeles, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$408Mnet assets across plans
1,192participant records785 active
$6.2Memployer contributions, latest plan years$7,916 per active record
$296KSchedule C compensation to organisations$248.19 per participant record

Munger, Tolles & Olson LLP, based in Los Angeles, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 1,192 participant records and $408M in net assets.

The largest is Mto 401(k) Profit Sharing Plan, a 401(k) plan with 748 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $6.2M and participant contributions $6.2M in the latest plan years; benefits paid were $19.2M. Schedule C compensation reported to service provider organisations totalled $296K.

Combined net assets moved from $88.9M in 2009 to $408M in 2024 (up 359%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Mto 401(k) Profit Sharing Plan401(k) plan2024748$282M$377,213$5,736$221K
Mto Profit Sharing Planprofit-sharing plan2024444$126M$283,066$11,034$75K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $88.9M2010: $103M2011: $98.7M2012: $116M2013: $141M2014: $222M2015: $228M2016: $239M2017: $280M2021: $83.2M2022: $281M2023: $357M2024: $408M$88.9M$408M2009201220162024
Combined net assets
2009: 6262010: 7222011: 5792012: 5802013: 6022014: 9832015: 1,0202016: 1,1242017: 1,1372021: 4032022: 1,2152023: 9652024: 1,1926261,2151,1922009201220162024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,192$408M$6.2M$6.2M
20232965$357M$6.1M$6.0M
202221,215$281M$6.2M$5.0M
20211403$83.2M$3.0M$0
201721,137$280M$5.1M$4.6M
201621,124$239M$5.3M$4.9M
201521,020$228M$5.4M$5.0M
20142983$222M$1.6M$4.7M
20131602$141M$1.7M$4.6M
20121580$116M$1.6M$4.3M
20111579$98.7M$1.5M$4.0M
20101722$103M$1.7M$4.2M
20091626$88.9M$1.8M$4.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$100,473
Wells Fargo Bank, N.A.Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution)2$81,854
Capfinancial Partners, LLCInvestment advisory (plan)2$71,602
City National Rochdale LLCInvestment advisory (participants)2$19,899
Schultz Financial Group Inc.Investment advisory (participants)1$10,600
Mar Vista Investment PartnersInvestment advisory (participants)1$5,874
Team Hewins, LLCInvestment advisory (participants)1$5,535

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$100K
Wells Fargo Bank, N.A.$82K
Capfinancial Partners, LLC$72K
City National Rochdale LLC$20K
Schultz Financial Group Inc.$11K
Mar Vista Investment Partners$5,874
Team Hewins, LLC$5,535

Questions and answers

How many retirement plans does Munger, Tolles & Olson LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Mto 401(k) Profit Sharing Plan and Mto Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Munger, Tolles & Olson LLP contribute to its plans?

$6,214,388 in employer contributions across these plans in their latest plan years, about $7,916 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Wells Fargo Bank, N.A., Capfinancial Partners, LLC and City National Rochdale LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.