401(k) · DOL Form 5500 · 2023
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,079
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $27,769
- Avg per participant Low balance/head
Official DOL plan name: M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees · Sponsored by M. a. Mortenson Company · Minnesota · Construction
$30M in assets, 1,079 participants
M. a. Mortenson Company's M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported $30M in total assets and 1,079 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,007 in Construction (9,030 peers)
Where M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees sits by assets
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees sits in the top quartile of all filed plans by assets, $30M for 1,079 participants (~$27,769/participant), up 21.6% in 2023.
- #7,007
- in Construction (9,030 peers)
- +21.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's outsized position by total assets
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,962,996 Top 21% higher than 79% 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 Retirement Savings Plan and Trust for Trade Employees'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 Retirement Savings Plan and Trust for Trade Employees lands in the large band (1,079 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported participants fell from 1,416 in the plan year 2022 filing to 1,079 in the plan year 2023 filing.
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees end-of-year assets rose from $25M in the plan year 2022 filing to $30M 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 Retirement Savings Plan and Trust for Trade Employees · $30M · 1,079 · 79th
- EBSA $30M
- PART 1,079
- TYPE 79th
- NET 401(k)
- BOOK near Crafton, Tull & Associates, Inc. 401(k) Plan
- VS-ST ind #7007
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 Retirement Savings Plan and Trust for Trade Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 410740923 |
| Plan Effective Date | 1999-01-01 |
| 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 Retirement Savings Plan and Trust for Trade Employees's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Crafton, Tull & Associates, Inc. 401(k) Plan in AR ($30M); by covered participants it is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,079 participants); asset peers above are excluded.
- Kaiser Aluminum Investments Company Savings and Investment Plan (TN) 1,079 · 0 off
- Advantest America, Inc. Saving Plan (CA) 1,079 · 0 off
- Forest Lawn 401(k) Plan (CA) 1,079 · 0 off
- Polywood 401(k) Profit Sharing Plan (IN) 1,079 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.