401(k) · DOL Form 5500 · 2022

Morton Drug Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
155
Participants Small participant base
71st
Percentile by assets National rank
$88,665
Avg per participant Below avg balance/head
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Official DOL plan name: Morton Drug Company Employees Profit Sharing Plan · Sponsored by Morton Drug Company · Wisconsin · Retail Trade

$14M in assets, 155 participants

Morton Drug Company's Morton Drug Company Employees Profit Sharing Plan reported $14M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,762 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Morton Drug Company Employees Profit Sharing Plan covers 155 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#7,762
in Retail Trade (9,519 peers)
-16.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morton Drug Company Employees Profit Sharing Plan's outsized position by total assets

Morton Drug Company Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,743,043 Top 29% higher than 71% of 139,123 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 2022

Morton Drug Company Employees Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Drug Company Employees Profit Sharing Plan sits mid-pack in the medium band (155 participants).

EBSA filing schedule strip

Filing strip 390486552 · Morton Drug Company PY 2022 · 401(k)

Morton Drug Company Employees Profit Sharing Plan · $14M · 155 · 71st

  • IND $14M
  • EOY 155
  • 5500 71st
  • ASSETS 401(k)
  • PCT near Henry County Hospital, Inc. 401(k) Plan
  • EIN ind #7762

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 Retail Trade retirement plans → · Plans in Wisconsin →

Morton Drug Company Employees Profit Sharing Plan in the asset neighbourhood

Morton Drug Company Employees Profit Sharing PlanMorton Drug Company Employee…$14MHenry County Hospital, Inc. 401(k) PlanHenry County Hospital, Inc. …$14MDako Resources LLC 401(k) Profit Sharing Plan & TrustDako Resources LLC 401(k) Pr…$14MRevhealth 401(k) Plan$14MIndiana Furniture Companies Employee 401(k) PlanIndiana Furniture Companies …$14M
End-of-year total assets ($M) among Morton Drug Company Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN390486552
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Drug Company)

Sponsor-wide plan assets over time

All Morton Drug Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.027172002590692% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.2M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 155 $14M
2023 1 148 $15M
2024 1 166 $16M

Nearby 401(k) Plans in Wisconsin

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

Morton Drug Company Employees Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Morton Drug Company Employees Profit Sharing Plan, Total assets ($B): 0.013743043 · Participants: 155Morton Drug Company Employees Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Morton Drug Company Employees Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morton Drug Company Employees Profit Sharing Plan side-by-side with 3 peers →

Morton Drug Company Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Henry County Hospital, Inc. 401(k) Plan in OH ($14M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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.

Frequently Asked Questions

How did Morton Drug Company Employees Profit Sharing Plan assets move in 2022? ▼
Morton Drug Company Employees Profit Sharing Plan declined sharply - down 16.1% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Morton Drug Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Drug Company's sponsor-wide assets grew 18.0%, from $14M to $16M.
Which 401(k) plans are similar in size to Morton Drug Company Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Henry County Hospital, Inc. 401(k) Plan in OH ($14M, 266 participants).
Which 401(k) plans cover a similar participant headcount to Morton Drug Company Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants, N/A in assets).

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 390486552.

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.