Profit Sharing · DOL Form 5500 · 2024
Mortan, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Mortan, Inc. Profit Sharing Plan · Sponsored by Mortan, Inc. · Montana · Manufacturing
$4M in assets, 3 participants
Mortan, Inc.'s Mortan, Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #3,908 in Manufacturing (17,777 peers)
2024 asset change
Mortan, Inc. Profit Sharing Plan pulled back noticeably 13.2% in 2024 ($5M → $4M) for 3 participants.
- #3,908
- in Manufacturing (17,777 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $636K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mortan, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
Mortan, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,168,056 39th percentile higher than 39% 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
Mortan, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortan, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mortan, Inc. Profit Sharing Plan reported net income fell from $660K in the plan year 2023 filing to -$636K in the plan year 2024 filing.
- Mortan, Inc. Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Mortan, Inc. Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 830211099 · Mortan, Inc. PY 2024 · Profit Sharing
Mortan, Inc. Profit Sharing Plan · $4M · 3 · 39th
- VS-ST $4M
- BOY 3
- SCH 39th
- EBSA Profit Sharing
- PART near Cerebral Palsy of Westchester 403b Plan
- TYPE ind #3908
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 Manufacturing retirement plans → · Plans in Montana →
Mortan, Inc. Profit Sharing Plan in the asset neighbourhood
Mortan, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Mortan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 0.5828563072060325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 5 | $5M |
| 2024 | 1 | 3 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$636K |
| Employer EIN | 830211099 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Mortan, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Cerebral Palsy of Westchester 403b Plan in NY ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.