401(k) · DOL Form 5500 · 2024

Morton Investment Company LLC 401(k) Plan

Data updated 2026-08-25

$356M
Total assets Above avg plan size
1,839
Participants Near avg headcount
96th
Percentile by assets National rank
$193,838
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 · Kansas · Mining & Oil Extraction

$356M in assets, 1,839 participants

Morton Investment Company LLC's Morton Salt 401(k) Savings Plan reported $356M in total assets and 1,839 participants in its 2024 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.

  • #729 in Mining & Oil Extraction (785 peers)

Coverage in Kansas

Morton Salt 401(k) Savings Plan covers 1,839 participants in Kansas, 5.1x the typical Kansas plan (state average ~360 per filing). Assets: $356M.

#729
in Mining & Oil Extraction (785 peers)
+5.9%
assets growth YoY
3.6×
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 2024 · DOL Form 5500

$356,467,723 Top 4% higher than 96% 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

Morton Salt 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (1,839 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morton Salt 401(k) Savings Plan reported net income fell from $28M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Morton Salt 401(k) Savings Plan end-of-year assets rose from $336M in the plan year 2023 filing to $356M in the plan year 2024 filing.
  • Morton Salt 401(k) Savings Plan reported participants fell from 1,896 in the plan year 2023 filing to 1,839 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 900475845 · Morton Investment Company LLC PY 2024 · 401(k)

Morton Salt 401(k) Savings Plan · $356M · 1,839 · 96th

  • IND $356M
  • EOY 1,839
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Wurth 401(k) Plan
  • EIN ind #729

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 Kansas →

Morton Salt 401(k) Savings Plan in the asset neighbourhood

The Money Accumulation Plan of the Boler CompanyThe Money Accumulation Plan …$357MWurth 401(k) Plan$357MMorton Salt 401(k) Savings PlanMorton Salt 401(k) Savings P…$356MHaas Automation, Inc. 401(k) Profit Sharing PlanHaas Automation, Inc. 401(k)…$356MBrand Share 401(k) Savings & Profit Sharing PlanBrand Share 401(k) Savings &…$356M
End-of-year total assets ($M) among Morton Salt 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$356M
Net Income$20M
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 Kansas

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 Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Morton Salt 401(k) Savings Plan, Total assets ($B): 0.356467723 · Participants: 1839Morton Salt 401(k) Savings PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Morton Salt 401(k) Savings Plan vs. nearby 401(k) plans in Kansas, 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 Kansas, the nearest 401(k) by assets is Wurth 401(k) Plan in NJ ($357M); by covered participants it is Hirschbach Companies 401(k) Profit Sharing Plan in IA (1,839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($356M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,839 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 Morton Salt 401(k) Savings Plan assets move in 2024? ▼
Morton Salt 401(k) Savings Plan grew at a solid clip - up 5.9% during 2024, from $336M to $356M. Reported net income was $20M.
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 123,622 plans that reported assets for plan year 2024 (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 Wurth 401(k) Plan in NJ ($357M, 4,633 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 Hirschbach Companies 401(k) Profit Sharing Plan in IA (1,839 participants, $30M 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 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.