401(k) · DOL Form 5500 · 2024
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 2,347
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $16,486
- Avg per participant Low balance/head
Official DOL plan name: M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees · Sponsored by M. a. Mortenson Company · Minnesota · Construction
$39M in assets, 2,347 participants
M. a. Mortenson Company's M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported $39M in total assets and 2,347 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,179 in Construction (9,039 peers)
Coverage in Minnesota
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees covers 2,347 participants in Minnesota, 2.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $39M.
- #7,179
- in Construction (9,039 peers)
- +29.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's outsized position by total assets
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,692,909 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees'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. M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees lands in the large band (2,347 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported participants rose from 1,079 in the plan year 2023 filing to 2,347 in the plan year 2024 filing.
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees end-of-year assets rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410740923 · M. a. Mortenson Company PY 2024 · 401(k)
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees · $39M · 2,347 · 81st
- ASSETS $39M
- ASSETS 2,347
- ASSETS 81st
- ASSETS 401(k)
- ASSETS near United Federation of Teachers and Uft Welfare Deferred Compensation Plan
- ASSETS ind #7179
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 Construction retirement plans → · Plans in Minnesota →
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $9M |
| Employer EIN | 410740923 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. a. Mortenson Company)
Sponsor-wide plan assets over time
All M. a. Mortenson Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $865M 48.665109120339224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,791 | $582M |
| 2023 | 2 | 3,752 | $724M |
| 2024 | 2 | 5,324 | $865M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is United Federation of Teachers and Uft Welfare Deferred Compensation Plan in NY ($39M); by covered participants it is Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust in OR (2,347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- United Federation of Teachers and Uft Welfare Deferred Compensation Plan (NY) $39M · 208
- Houzz 401(k) Plan (CA) $39M · 553
- Protos Security 401(k) Plan (CT) $39M · 6,093
- Tencate Protective Fabrics Savings Plan (GA) $39M · 400
Similar participant headcount
Nearest other-state filings by covered participants (2,347 participants); asset peers above are excluded.
- Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust (OR) 2,347 · 0 off
- Plantation Management Company 401(k) Plan (LA) 2,348 · 1 off
- San Antonio Regional Hospital Savings Plan (CA) 2,345 · 2 off
- C.H. Guenther & Son LLC 401(k) Plan (TX) 2,345 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.