401(k) · DOL Form 5500 · 2024

Morton Community Bank 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
596
Participants Below avg headcount
86th
Percentile by assets National rank
$97,716
Avg per participant Below avg balance/head
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Official DOL plan name: Morton Community Bank 401(k) Retirement Plan · Sponsored by Morton Community Bank · Illinois · Finance & Insurance

$58M in assets, 596 participants

Morton Community Bank's Morton Community Bank 401(k) Retirement Plan reported $58M in total assets and 596 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,660 in Finance & Insurance (8,549 peers)

Where Morton Community Bank 401(k) Retirement Plan sits by assets

Morton Community Bank 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 596 participants (~$97,716/participant), up 14.1% in 2024.

#6,660
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Morton Community Bank 401(k) Retirement Plan's outsized position by total assets

Morton Community Bank 401(k) Retirement Plan vs every filed plan by assets

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

$58,238,450 Top 14% higher than 86% 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 Community Bank 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Community Bank 401(k) Retirement Plan sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morton Community Bank 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Morton Community Bank 401(k) Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Morton Community Bank 401(k) Retirement Plan reported participants fell from 619 in the plan year 2023 filing to 596 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370808298 · Morton Community Bank PY 2024 · 401(k)

Morton Community Bank 401(k) Retirement Plan · $58M · 596 · 86th

  • IND $58M
  • EOY 596
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Urology Centers of Alabama, P.C. 401(k) Profit Sharing Retirement Plan
  • EIN ind #6660

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 Finance & Insurance retirement plans → · Plans in Illinois →

Morton Community Bank 401(k) Retirement Plan in the asset neighbourhood

Morton Community Bank 401(k) Retirement PlanMorton Community Bank 401(k)…$58MUrology Centers of Alabama, P.C. 401(k) Profit Sharing Retirement PlanUrology Centers of Alabama, …$58MProhealth Partners/Argus Medical Management 401(k) Retirement Savings PlanProhealth Partners/Argus Med…$58MThe Bernard Group 401(k) Plan$58MH.G. Fenton Company 401(k) PlanH.G. Fenton Company 401(k) P…$58M
End-of-year total assets ($M) among Morton Community Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN370808298
Plan Effective Date1997-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton Community Bank)

Sponsor-wide plan assets over time

All Morton Community Bank plans reported in each filing year

Latest sponsor-wide plan assets
$58M 41.921217006825266% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $41M $58.2M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 484 $41M
2023 1 619 $51M
2024 1 596 $58M

Nearby 401(k) Plans in Illinois

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

Morton Community Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Morton Community Bank 401(k) Retirement Plan, Total assets ($B): 0.05823845 · Participants: 596Morton Community Bank 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Morton Community Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Morton Community Bank 401(k) Retirement Plan side-by-side with 3 peers →

Morton Community Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Urology Centers of Alabama, P.C. 401(k) Profit Sharing Retirement Plan in AL ($58M); by covered participants it is Orthonebraska 401(k) Plan in NE (596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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 Community Bank 401(k) Retirement Plan assets move in 2024? ▼
Morton Community Bank 401(k) Retirement Plan grew at a solid clip - up 14.1% during 2024, from $51M to $58M. Reported net income was $7M.
How have Morton Community Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton Community Bank's sponsor-wide assets grew 41.9%, from $41M to $58M.
Where does Morton Community Bank 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Morton Community Bank 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morton Community Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urology Centers of Alabama, P.C. 401(k) Profit Sharing Retirement Plan in AL ($58M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Morton Community Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthonebraska 401(k) Plan in NE (596 participants, $98M 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 370808298.

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.