401(k) · DOL Form 5500 · 2023
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $694M
- Total assets Above avg plan size
- 2,673
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $259,543
- 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
$694M in assets, 2,673 participants
M. a. Mortenson Company's M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported $694M in total assets and 2,673 participants in its 2023 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.
- #8,856 in Construction (9,030 peers)
Coverage in Minnesota
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust covers 2,673 participants in Minnesota, 2.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $694M.
- #8,856
- in Construction (9,030 peers)
- +24.5%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$693,757,620 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 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 (2,673 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported net income rose from -$84M in the plan year 2022 filing to $136M in the plan year 2023 filing.
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust end-of-year assets rose from $557M in the plan year 2022 filing to $694M in the plan year 2023 filing.
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported participants rose from 2,375 in the plan year 2022 filing to 2,673 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 410740923 · M. a. Mortenson Company PY 2023 · 401(k)
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust · $694M · 2,673 · 98th
- EIN $694M
- EIN 2,673
- EIN 98th
- EIN 401(k)
- EIN near West Monroe Partners, Inc. 401(k) Plan
- EIN ind #8856
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) | $557M |
|---|---|
| Net Assets (End of Year) | $694M |
| Net Income | $136M |
| 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 $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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 West Monroe Partners, Inc. 401(k) Plan in IL ($694M); by covered participants it is Axcet Hr Solutions M/E 401(k) Retirement Plan in KS (2,673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($694M here).
- West Monroe Partners, Inc. 401(k) Plan (IL) $694M · 2,322
- Smithfield Foods, Inc. Salaried 401(k) Plan (VA) $694M · 5,193
- Danone U.S. 401(k) Plan (NY) $694M · 5,394
- East Penn Manufacturing Co. 401(k) Savings Plan (PA) $694M · 9,778
Similar participant headcount
Nearest other-state filings by covered participants (2,673 participants); asset peers above are excluded.
- Axcet Hr Solutions M/E 401(k) Retirement Plan (KS) 2,673 · 0 off
- Teamwork Services 401(k) & Profit Sharing Plan (GA) 2,674 · 1 off
- Pepsi Bottling Ventures 401(k) Plan (NC) 2,674 · 1 off
- Employees' Thrift Plan of Davis H. Elliot Company, Incorporated (KY) 2,674 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.