401(k) · DOL Form 5500 · 2022

Morton Investment Company LLC 401(k) Plan

Data updated 2026-08-25

$309M
Total assets Above avg plan size
1,652
Participants Near avg headcount
97th
Percentile by assets National rank
$186,953
Avg per participant Above avg balance/head
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Official DOL plan name: Morton Salt 401(k) Savings Plan · Sponsored by Morton Investment Company LLC · Illinois · Mining & Oil Extraction

$309M in assets, 1,652 participants

Morton Investment Company LLC's Morton Salt 401(k) Savings Plan reported $309M in total assets and 1,652 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #840 in Mining & Oil Extraction (892 peers)

Coverage in Illinois

Morton Salt 401(k) Savings Plan covers 1,652 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $309M.

#840
in Mining & Oil Extraction (892 peers)
-17.8%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morton Salt 401(k) Savings Plan's outsized position by total assets

Morton Salt 401(k) Savings Plan vs every filed plan by assets

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

$308,846,346 Top 3% higher than 97% 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 Salt 401(k) Savings Plan'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. Morton Salt 401(k) Savings Plan lands in the large band (1,652 participants).

Plan-year Form 5500 strip

Filing strip 900475845 · Morton Investment Company LLC PY 2022 · 401(k)

Morton Salt 401(k) Savings Plan · $309M · 1,652 · 97th

  • 5500 $309M
  • ASSETS 1,652
  • PCT 97th
  • EIN 401(k)
  • RANK near Strategic Education, Inc. 401(k) Plan
  • PHOTO ind #840

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 Mining & Oil Extraction retirement plans → · Plans in Illinois →

Morton Salt 401(k) Savings Plan in the asset neighbourhood

Victaulic Salaried 401(k) PlanVictaulic Salaried 401(k) Pl…$309MStephens Employees' 401(k) Profit Sharing Plan and TrustStephens Employees' 401(k) P…$309MStrategic Education, Inc. 401(k) PlanStrategic Education, Inc. 40…$309MMorton Salt 401(k) Savings PlanMorton Salt 401(k) Savings P…$309MFirst Student and First Transit Retirement Savings PlanFirst Student and First Tran…$308M
End-of-year total assets ($M) among Morton Salt 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$376M
Net Assets (End of Year)$309M
Net Income-$82M
Employer EIN900475845
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Investment Company LLC)

Sponsor-wide plan assets over time

All Morton Investment Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$356M 15.419116209974524% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $309M $356M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 1,652 $309M
2023 1 1,896 $336M
2024 1 1,839 $356M

Nearby 401(k) Plans in Illinois

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

Morton Salt 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Morton Salt 401(k) Savings Plan, Total assets ($B): 0.308846346 · Participants: 1652Morton Salt 401(k) Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Morton Salt 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morton Salt 401(k) Savings Plan side-by-side with 3 peers →

Morton Salt 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Strategic Education, Inc. 401(k) Plan in VA ($309M); by covered participants it is Ucb, Inc. 401(k) Retirement Plan in GA (1,652 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($309M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,652 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 Salt 401(k) Savings Plan assets move in 2022? ▼
Morton Salt 401(k) Savings Plan declined sharply - down 17.8% during 2022, from $376M to $309M. Reported net income was -$82M.
How have Morton Investment Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Investment Company LLC's sponsor-wide assets grew 15.4%, from $309M to $356M.
Where does Morton Salt 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Morton Salt 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Morton Salt 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Education, Inc. 401(k) Plan in VA ($309M, 3,980 participants).
Which 401(k) plans cover a similar participant headcount to Morton Salt 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ucb, Inc. 401(k) Retirement Plan in GA (1,652 participants, $686M 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 900475845.

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.