401(k) · DOL Form 5500 · 2022
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $557M
- Total assets Above avg plan size
- 2,375
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $234,684
- Avg per participant Above avg balance/head
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.
- #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.
- #9,734
- in Construction (9,927 peers)
- -13.1%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust's outsized position by total assets
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$557,373,630 Top 2% higher than 98% 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 Profit Sharing and Retirement Savings Plan and Trust'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 Profit Sharing and Retirement Savings Plan and Trust lands in the large band (2,375 participants).
Published 5500 schedule card
Filing strip 410740923 · M. a. Mortenson Company PY 2022 · 401(k)
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust · $557M · 2,375 · 98th
- SCH $557M
- SCH 2,375
- SCH 98th
- SCH 401(k)
- SCH near Dynetics, Inc. 401(k) Plan
- SCH ind #9734
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 Profit Sharing and Retirement Savings Plan and Trust in the asset neighbourhood
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)
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 Profit Sharing and Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Dynetics, Inc. 401(k) Plan in AL ($557M); by covered participants it is Dunne Manning 401(k) Plan in PA (2,375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,375 participants); asset peers above are excluded.
- Dunne Manning 401(k) Plan (PA) 2,375 · 0 off
- Jako Enterprises, LLC 401(k) Profit Sharing Plan (PA) 2,375 · 0 off
- Nuvasive, Inc. 401(k) Plan (CA) 2,374 · 1 off
- Flying Food Fare, Inc. 401(k) Plan (IL) 2,376 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.