401(k) · DOL Form 5500 · 2024

Mortenson Bros. Farms, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
60
Participants Small participant base
29th
Percentile by assets National rank
$33,390
Avg per participant Low balance/head
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Official DOL plan name: Mortenson Bros Farms 401(k) Plan · Sponsored by Mortenson Bros. Farms, Inc. · Wisconsin · Agriculture, Forestry & Fishing

$2M in assets, 60 participants

Mortenson Bros. Farms, Inc.'s Mortenson Bros Farms 401(k) Plan reported $2M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #365 in Agriculture, Forestry & Fishing (1,217 peers)

Mortenson Bros. Farms, Inc. multi-year trail

Mortenson Bros. Farms, Inc.'s plans moved +39.9% in assets from 2023 to 2024; this filing shows Mortenson Bros Farms 401(k) Plan at $2M / 60 participants.

#365
in Agriculture, Forestry & Fishing (1,217 peers)
+39.9%
assets growth YoY

Mortenson Bros Farms 401(k) Plan among the smaller filed plans by assets

Mortenson Bros Farms 401(k) Plan vs every filed plan by assets

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

$2,003,414 29th percentile higher than 29% 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

Mortenson Bros Farms 401(k) 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. Mortenson Bros Farms 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortenson Bros Farms 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $572K in the plan year 2024 filing.
  • Mortenson Bros Farms 401(k) Plan reported participants rose from 40 in the plan year 2023 filing to 60 in the plan year 2024 filing.
  • Mortenson Bros Farms 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391207705 · Mortenson Bros. Farms, Inc. PY 2024 · 401(k)

Mortenson Bros Farms 401(k) Plan · $2M · 60 · 29th

  • 5500 $2M
  • ASSETS 60
  • PCT 29th
  • EIN 401(k)
  • RANK near G-2 Corporation 401(k) Profit-Sharing Plan
  • PHOTO ind #365

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Mortenson Bros Farms 401(k) Plan in the asset neighbourhood

Mortenson Bros Farms 401(k) PlanMortenson Bros Farms 401(k) …$2MG-2 Corporation 401(k) Profit-Sharing PlanG-2 Corporation 401(k) Profi…$2MPalmieri Holdings Inc. Profit Sharing PlanPalmieri Holdings Inc. Profi…$2MShindler Neff LLP Self-Employed Retired PlanShindler Neff LLP Self-Emplo…$2MMansfield & Robbins Plumbing 401(k) PlanMansfield & Robbins Plumbing…$2M
End-of-year total assets ($M) among Mortenson Bros Farms 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mortenson Bros. Farms, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mortenson Bros. Farms, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.94171580728217% vs 2023
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 20232024 $1.43M $2M ▲ +39.9%
Year Plans Participants Total Assets
2023 1 40 $1M
2024 1 60 $2M

Mortenson Bros. Farms, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$572K
Employer EIN391207705
Plan Effective Date2023-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mortenson Bros Farms 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mortenson Bros Farms 401(k) Plan, Total assets ($B): 0.002003414 · Participants: 60Mortenson Bros Farms 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Mortenson Bros Farms 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mortenson Bros Farms 401(k) Plan side-by-side with 3 peers →

Mortenson Bros Farms 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is G-2 Corporation 401(k) Profit-Sharing Plan in SC ($2M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Mortenson Bros Farms 401(k) Plan assets move in 2024? ▼
Mortenson Bros Farms 401(k) Plan surged - up 39.9% during 2024, from $1M to $2M. Reported net income was $572K.
How have Mortenson Bros. Farms, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mortenson Bros. Farms, Inc.'s sponsor-wide assets grew 39.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Mortenson Bros Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G-2 Corporation 401(k) Profit-Sharing Plan in SC ($2M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Mortenson Bros Farms 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 391207705.

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.