401(k) · DOL Form 5500 · 2023

Morton Investment Company LLC 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
1,896
Participants Near avg headcount
96th
Percentile by assets National rank
$177,454
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

$336M in assets, 1,896 participants

Morton Investment Company LLC's Morton Salt 401(k) Savings Plan reported $336M in total assets and 1,896 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #755 in Mining & Oil Extraction (811 peers)

Coverage in Illinois

Morton Salt 401(k) Savings Plan covers 1,896 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $336M.

#755
in Mining & Oil Extraction (811 peers)
+8.9%
assets growth YoY
3.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$336,452,028 Top 4% higher than 96% 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

Morton Salt 401(k) Savings Plan'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. Morton Salt 401(k) Savings Plan lands in the large band (1,896 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morton Salt 401(k) Savings Plan reported net income rose from -$82M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Morton Salt 401(k) Savings Plan reported participants rose from 1,652 in the plan year 2022 filing to 1,896 in the plan year 2023 filing.
  • Morton Salt 401(k) Savings Plan end-of-year assets rose from $309M in the plan year 2022 filing to $336M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 900475845 · Morton Investment Company LLC PY 2023 · 401(k)

Morton Salt 401(k) Savings Plan · $336M · 1,896 · 96th

  • BOOK $336M
  • VS-ST 1,896
  • BOY 96th
  • SCH 401(k)
  • EBSA near American Chemical Society Defined Contribution Retirement Plan
  • PART ind #755

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

Morton Salt 401(k) Savings PlanMorton Salt 401(k) Savings P…$336MAmerican Chemical Society Defined Contribution Retirement PlanAmerican Chemical Society De…$336MTenaska Retirement Plan$336MNabors Industries, Inc. Retirement Savings PlanNabors Industries, Inc. Reti…$336MSan Manuel Band of Mission Indians 401(k) PlanSan Manuel Band of Mission I…$336M
End-of-year total assets ($M) among Morton Salt 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$309M
Net Assets (End of Year)$336M
Net Income$28M
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): 0.336452028 · Participants: 1896Morton Salt 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens 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 American Chemical Society Defined Contribution Retirement Plan in DC ($336M); by covered participants it is Associated Employers for the Help of the Developmentally Disabled 403(b) Plan in NY (1,896 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336M here).

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 Morton Salt 401(k) Savings Plan assets move in 2023? ▼
Morton Salt 401(k) Savings Plan grew at a solid clip - up 8.9% during 2023, from $309M to $336M. Reported net income was $28M.
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 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 American Chemical Society Defined Contribution Retirement Plan in DC ($336M, 1,784 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 Associated Employers for the Help of the Developmentally Disabled 403(b) Plan in NY (1,896 participants, $71M 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 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.