Profit Sharing · DOL Form 5500 · 2023

Mortan, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$960,712
Avg per participant High balance/head
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Official DOL plan name: Mortan, Inc. Profit Sharing Plan · Sponsored by Mortan, Inc. · Montana · Manufacturing

$5M in assets, 5 participants

Mortan, Inc.'s Mortan, Inc. Profit Sharing Plan reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,023 in Manufacturing (18,722 peers)

2023 asset change

Mortan, Inc. Profit Sharing Plan grew sharply 15.9% in 2023 ($4M → $5M) for 5 participants.

#5,023
in Manufacturing (18,722 peers)
+15.9%
assets growth YoY

Mortan, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Mortan, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,803,558 44th percentile higher than 44% of 127,068 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 2023

Mortan, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortan, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortan, Inc. Profit Sharing Plan reported net income rose from -$642K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • Mortan, Inc. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Mortan, Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830211099 · Mortan, Inc. PY 2023 · Profit Sharing

Mortan, Inc. Profit Sharing Plan · $5M · 5 · 44th

  • ASSETS $5M
  • ASSETS 5
  • ASSETS 44th
  • ASSETS Profit Sharing
  • ASSETS near Johnson Goldberg & Brown, Ltd Profit Sharing Plan
  • ASSETS ind #5023

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 Manufacturing retirement plans → · Plans in Montana →

Mortan, Inc. Profit Sharing Plan in the asset neighbourhood

George W. Auch Company Profit Sharing PlanGeorge W. Auch Company Profi…$5MMortan, Inc. Profit Sharing PlanMortan, Inc. Profit Sharing …$5MJohnson Goldberg & Brown, Ltd Profit Sharing PlanJohnson Goldberg & Brown, Lt…$5MRobert O. Ruder, M.D., a Professional Corporation Profit Sharing PlanRobert O. Ruder, M.D., a Pro…$5MM & O Enterprises, LLC Profit Sharing PlanM & O Enterprises, LLC Profi…$5M
End-of-year total assets ($M) among Mortan, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mortan, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Mortan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 0.5828563072060325% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M$5M 202220232024 $4.14M $4.17M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 5 $5M
2024 1 3 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$660K
Employer EIN830211099
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mortan, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000100200300 05101520 Total assets ($M) Participants Mortan, Inc. Profit Sharing Plan, Total assets ($M): 4.803558 · Participants: 5Mortan, Inc. Profit Sharing PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 18.151451 · Participants: 226Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 17.914225 · Participants: 26Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 15.392545 · Participants: 165Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 13.548868 · Participants: 279Cabinet Peaks Medical Center Personal Retirement PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 11.923551 · Participants: 77Blue Rock Products Company Profit Sharing Plan
Mortan, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Mortan, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mortan, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL ($5M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mortan, Inc. Profit Sharing Plan assets move in 2023? ▼
Mortan, Inc. Profit Sharing Plan grew sharply - up 15.9% during 2023, from $4M to $5M. Reported net income was $660K.
How have Mortan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortan, Inc.'s sponsor-wide assets grew 0.6%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Mortan, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mortan, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830211099.

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.