401(k) · DOL Form 5500 · 2022
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 1,416
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $17,404
- Avg per participant Low balance/head
Official DOL plan name: M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees · Sponsored by M. a. Mortenson Company · Minnesota · Construction
$25M in assets, 1,416 participants
M. a. Mortenson Company's M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported $25M in total assets and 1,416 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #7,879 in Construction (9,927 peers)
Where M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees sits by assets
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees sits in the top quartile of all filed plans by assets, $25M for 1,416 participants (~$17,404/participant), down 24.1% in 2022.
- #7,879
- in Construction (9,927 peers)
- -24.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's outsized position by total assets
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,643,943 Top 20% higher than 80% 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
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees lands in the large band (1,416 participants).
DOL schedule card
Filing strip 410740923 · M. a. Mortenson Company PY 2022 · 401(k)
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees · $25M · 1,416 · 80th
- BOOK $25M
- VS-ST 1,416
- BOY 80th
- SCH 401(k)
- EBSA near Npk Retirement & Savings Plan
- PART ind #7879
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 Construction retirement plans → · Plans in Minnesota →
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$8M |
| Employer EIN | 410740923 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. a. Mortenson Company)
Sponsor-wide plan assets over time
All M. a. Mortenson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $865M 48.665109120339224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,791 | $582M |
| 2023 | 2 | 3,752 | $724M |
| 2024 | 2 | 5,324 | $865M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Npk Retirement & Savings Plan in OH ($25M); by covered participants it is Clear Channel Outdoor Holdings 401(k)Savings Plan in TX (1,416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Npk Retirement & Savings Plan (OH) $25M · 242
- Furniture Mart USA, Inc. Employee Profit Sharing 401(k) Plan (SD) $25M · 1,098
- Evans Hotels 401(k) Employee Retirement Plan (CA) $25M · 877
- Toyo Ink 401(k) Plan (NJ) $25M · 261
Similar participant headcount
Nearest other-state filings by covered participants (1,416 participants); asset peers above are excluded.
- Clear Channel Outdoor Holdings 401(k)Savings Plan (TX) 1,416 · 0 off
- Dragados USA, Inc. 401(k) Plan (NY) 1,416 · 0 off
- Gavilon 401(k) Plan for Salaried and Hourly Employees (NE) 1,416 · 0 off
- Form Technologies 401(k) Plan (NC) 1,416 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.