401(k) · DOL Form 5500 · 2022
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-11
- $557M
- Total assets
- 2,375
- Participants
- 98th
- Percentile by assets
- $234,684
- Avg per participant
Official DOL plan name: M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust · Sponsored by M. a. Mortenson Company · Minnesota · Construction
$557M in assets, 2,375 participants
M. a. Mortenson Company's M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported $557M in total assets and 2,375 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #9,734 in Construction (9,927 peers)
Coverage in Minnesota
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust covers 2,375 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $557M.
- $557M
- total plan assets (2022 EOY)
- 2,375
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $234,684
- avg assets per participant
The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reports 2,375 participants - 2.1x that state average ($557M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $642M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | -$84M |
| Employer EIN | 410740923 |
| Plan Effective Date | 1961-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. a. Mortenson Company)
| 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.
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust by total assets, not by location.
- Dynetics, Inc. 401(k) Plan (AL) $557M · 3,010
- My Savings Plan (KY) $558M · 5,824
- Netjets Inc. 401(k) Plan (OH) $558M · 2,383
- Ascension Healthcare 401(k) Retirement Savings Plan (MO) $557M · 2,298
Frequently Asked Questions
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Filing takeaways
Ways to act on M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust's numbers.
- By total assets, M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- M. a. Mortenson Company's sponsor-wide assets have grown 48.7% since 2022 across 3 plan years on file. More Construction plans