401(k) · DOL Form 5500 · 2024

Andrisen Morton Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
28th
Percentile by assets National rank
$69,347
Avg per participant Below avg balance/head
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Official DOL plan name: Andrisen Morton Company, Inc. Profit Sharing Plan · Sponsored by Andrisen Morton Company, Inc. · Colorado · Retail Trade

$2M in assets, 25 participants

Andrisen Morton Company, Inc.'s Andrisen Morton Company, Inc. Profit Sharing Plan reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,275 in Retail Trade (8,048 peers)

Andrisen Morton Company, Inc. multi-year trail

Andrisen Morton Company, Inc.'s plans moved -25.0% in assets from 2022 to 2024; this filing shows Andrisen Morton Company, Inc. Profit Sharing Plan at $2M / 25 participants.

#3,275
in Retail Trade (8,048 peers)
-38.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andrisen Morton Company, Inc. Profit Sharing Plan among the smaller filed plans by assets

Andrisen Morton Company, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,733,671 28th percentile higher than 28% of 123,620 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 2024

Andrisen Morton Company, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andrisen Morton Company, Inc. Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andrisen Morton Company, Inc. Profit Sharing Plan reported net income fell from $494K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Andrisen Morton Company, Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Andrisen Morton Company, Inc. Profit Sharing Plan reported participants rose from 22 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840850997 · Andrisen Morton Company, Inc. PY 2024 · 401(k)

Andrisen Morton Company, Inc. Profit Sharing Plan · $2M · 25 · 28th

  • EOY $2M
  • EOY 25
  • EOY 28th
  • EOY 401(k)
  • EOY near For Pets' Sake Veterinary Clinic, Inc. 401(k) Plan
  • EOY ind #3275

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 Colorado →

Andrisen Morton Company, Inc. Profit Sharing Plan in the asset neighbourhood

Andrisen Morton Company, Inc. Profit Sharing PlanAndrisen Morton Company, Inc…$2MFor Pets' Sake Veterinary Clinic, Inc. 401(k) PlanFor Pets' Sake Veterinary Cl…$2MTkc 401(k) Plan$2MSolar Gaines, LLC 401(k) Plan$2MPodiatry Associates of Florida Inc. 401(k) PlanPodiatry Associates of Flori…$2M
End-of-year total assets ($M) among Andrisen Morton Company, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Andrisen Morton Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andrisen Morton Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.01393820304664% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.31M $1.73M ▼ -25.1%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 22 $3M
2024 1 25 $2M

Andrisen Morton Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN840850997
Plan Effective Date1982-01-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Andrisen Morton Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Andrisen Morton Company, Inc. Profit Sharing Plan, Total assets ($B): 0.001733671 · Participants: 25Andrisen Morton Company, Inc. Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Andrisen Morton Company, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Andrisen Morton Company, Inc. Profit Sharing Plan side-by-side with 3 peers →

Andrisen Morton Company, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is For Pets' Sake Veterinary Clinic, Inc. 401(k) Plan in WI ($2M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Andrisen Morton Company, Inc. Profit Sharing Plan assets move in 2024? ▼
Andrisen Morton Company, Inc. Profit Sharing Plan contracted severely - down 38.2% during 2024, from $3M to $2M. Reported net income was -$1M.
How have Andrisen Morton Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrisen Morton Company, Inc.'s sponsor-wide assets declined 25.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Andrisen Morton Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is For Pets' Sake Veterinary Clinic, Inc. 401(k) Plan in WI ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Andrisen Morton Company, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840850997.

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.