Plan5500

M. A. Mortenson Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, M. A. Mortenson Company (EIN 41-0740923) is a plan sponsor located in Minneapolis, MN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0740923
Location
Minneapolis, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for M. A. Mortenson Company

  • 3 loaded plans hold $723.7M in reported assets.
  • The largest, M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust, holds 96% of this company's reported plan assets.
  • Plans cover 9,869 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$723.7MSummed across loaded plans$723,720,616
Total reported assets$723.7M$723,720,616
Total reported participants9.9K9,869
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$723.7M total assets
Net assets$723.7MLiabilities$0
Contributions & income
Employer contributions$30.5M
Participant contributions$38.9M
Total income / additions$177.3M
Expenses & distributions
Benefits paid / distributions$35.1M
Total expenses$35.6M
Net increase / (decrease)$141.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets96%M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust
Participants per plan3,290Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust$693.8M
    Plan #001 · 3,577 participants · 2023
  2. 2
    M. A. Mortenson Company Retirement Savings Plan And Trust For Trade Employees$30M
    Plan #002 · 3,232 participants · 2023
  3. 3
    M. A. Mortenson Group Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 3,060 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for M. A. Mortenson Company. Open one for its full reported snapshot.

  1. 2023
    M. A. Mortenson Company Profit Sharing And Retirement Savings Plan And Trust3,577 participants · 2Sch HSch C
    View filing →
  2. 2023
    M. A. Mortenson Company Retirement Savings Plan And Trust For Trade Employees3,232 participants · 2Sch HSch C
    View filing →
  3. 2023
    M. A. Mortenson Group Health Insurance Plan3,060 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does M. A. Mortenson Company report on Form 5500?
M. A. Mortenson Company (EIN 41-0740923) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for M. A. Mortenson Company?
The Employer Identification Number (EIN) reported for M. A. Mortenson Company is 41-0740923.
What is the latest Form 5500 filing year for M. A. Mortenson Company?
The latest loaded Form 5500 filing year for M. A. Mortenson Company is 2023.

Related Form 5500 pages