401(k) · DOL Form 5500 · 2023

Morton Drug Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
148
Participants Small participant base
67th
Percentile by assets National rank
$100,649
Avg per participant Below avg balance/head
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Official DOL plan name: Morton Drug Company Employees Profit Sharing Plan · Sponsored by Morton Drug Company · Wisconsin · Retail Trade

$15M in assets, 148 participants

Morton Drug Company's Morton Drug Company Employees Profit Sharing Plan reported $15M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,532 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Morton Drug Company Employees Profit Sharing Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#6,532
in Retail Trade (8,414 peers)
+8.4%
assets growth YoY

Morton Drug Company Employees Profit Sharing Plan's outsized position by total assets

Morton Drug Company Employees Profit Sharing Plan vs every filed plan by assets

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

$14,896,124 Top 33% higher than 67% 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 Drug Company Employees Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Drug Company Employees Profit Sharing Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morton Drug Company Employees Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Morton Drug Company Employees Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Morton Drug Company Employees Profit Sharing Plan reported participants fell from 155 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390486552 · Morton Drug Company PY 2023 · 401(k)

Morton Drug Company Employees Profit Sharing Plan · $15M · 148 · 67th

  • PART $15M
  • PART 148
  • PART 67th
  • PART 401(k)
  • PART near Qualstar Credit Union 401(k) Profit Sharing Plan
  • PART ind #6532

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 Retail Trade retirement plans → · Plans in Wisconsin →

Morton Drug Company Employees Profit Sharing Plan in the asset neighbourhood

Morton Drug Company Employees Profit Sharing PlanMorton Drug Company Employee…$15MQualstar Credit Union 401(k) Profit Sharing PlanQualstar Credit Union 401(k)…$15MElk Operating Services, LLC 401(k) Profit Sharing PlanElk Operating Services, LLC …$15MRetirement Savings Plan for Employees of Edwards Garment Co.Retirement Savings Plan for …$15MPacific Northern Environmental 401(k) Profit Sharing PlanPacific Northern Environment…$15M
End-of-year total assets ($M) among Morton Drug Company Employees Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN390486552
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Drug Company)

Sponsor-wide plan assets over time

All Morton Drug Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.027172002590692% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $13.7M $16.2M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 155 $14M
2023 1 148 $15M
2024 1 166 $16M

Nearby 401(k) Plans in Wisconsin

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

Morton Drug Company Employees Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Morton Drug Company Employees Profit Sharing Plan, Total assets ($B): 0.014896124 · Participants: 148Morton Drug Company Employees Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Morton Drug Company Employees Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morton Drug Company Employees Profit Sharing Plan side-by-side with 3 peers →

Morton Drug Company Employees Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Qualstar Credit Union 401(k) Profit Sharing Plan in WA ($15M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Morton Drug Company Employees Profit Sharing Plan assets move in 2023? ▼
Morton Drug Company Employees Profit Sharing Plan grew at a solid clip - up 8.4% during 2023, from $14M to $15M. Reported net income was $1M.
How have Morton Drug Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Drug Company's sponsor-wide assets grew 18.0%, from $14M to $16M.
Which 401(k) plans are similar in size to Morton Drug Company Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualstar Credit Union 401(k) Profit Sharing Plan in WA ($15M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Morton Drug Company Employees Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 390486552.

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.