401(k) · DOL Form 5500 · 2024
M. a. Mortenson Company 401(k) Plan
Data updated 2026-08-25
- $827M
- Total assets Above avg plan size
- 2,977
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $277,650
- Avg per participant High balance/head
Official DOL plan name: M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust · Sponsored by M. a. Mortenson Company · Minnesota · Construction
$827M in assets, 2,977 participants
M. a. Mortenson Company's M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported $827M in total assets and 2,977 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,879 in Construction (9,039 peers)
Coverage in Minnesota
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust covers 2,977 participants in Minnesota, 2.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $827M.
- #8,879
- in Construction (9,039 peers)
- +19.1%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust's outsized position by total assets
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$826,564,151 Top 2% higher than 98% 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 Profit Sharing and Retirement Savings Plan and Trust'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 Profit Sharing and Retirement Savings Plan and Trust lands in the large band (2,977 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust end-of-year assets rose from $694M in the plan year 2023 filing to $827M in the plan year 2024 filing.
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported participants rose from 2,673 in the plan year 2023 filing to 2,977 in the plan year 2024 filing.
- M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust reported net income fell from $136M in the plan year 2023 filing to $132M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410740923 · M. a. Mortenson Company PY 2024 · 401(k)
M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust · $827M · 2,977 · 98th
- SCH $827M
- SCH 2,977
- SCH 98th
- SCH 401(k)
- SCH near Ralph Lauren Corporation 401(k) Plan
- SCH ind #8879
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 Profit Sharing and Retirement Savings Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $694M |
|---|---|
| Net Assets (End of Year) | $827M |
| Net Income | $132M |
| Employer EIN | 410740923 |
| Plan Effective Date | 1961-12-31 |
| 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 Profit Sharing and Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ralph Lauren Corporation 401(k) Plan in NJ ($827M); by covered participants it is Artisan Design Group 401(k) Plan in TX (2,977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($827M here).
- Ralph Lauren Corporation 401(k) Plan (NJ) $827M · 11,047
- Txnm Energy, Inc. Retirement Savings Plan (NM) $827M · 1,631
- Athenahealth, Inc. 401(k) Plan (MA) $827M · 4,627
- Aultman 401(k) Plan (OH) $826M · 6,658
Similar participant headcount
Nearest other-state filings by covered participants (2,977 participants); asset peers above are excluded.
- Artisan Design Group 401(k) Plan (TX) 2,977 · 0 off
- Covetrus 401(k) Retirement Savings Plan (OH) 2,977 · 0 off
- Sa Recycling, LLC 401(k) Profit Sharing Plan (CA) 2,976 · 1 off
- The Waters Employee Investment Plan (MA) 2,979 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.