M. a. Mortenson 401(k) and retirement plans

M. a. Mortenson Company, Minneapolis, MN. EIN 41-0740923. Annual reports 2009–2024.

M. a. Mortenson Company has 2 active retirement plans on file. The largest is the M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees, with 5,626 participants and $38.7 million in assets in 2024. Fidelity has been its recordkeeper since 2015. No traditional pension plan appears in M. a. Mortenson's filings since 2009.

Active plans: 2
Participants: 10,060
Plan assets: $865 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 41-0740923
Participants (2024): 5,626
Net assets (2024): $38.7 million
Recordkeeper: FidelityEarlier: Wells Fargo (2009–2014)
Plan administrator: M. a. Mortenson Company
P.O. Box 710
Minneapolis, MN 55440
(763) 522-2100As filed for 2024
In effect since: January 1, 1999

Earlier plan names: M.A. Mortenson Company Retirement Savings Plan & Trust for Trade Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,626	$38.7 million	Fidelity
2023	3,874	$30.0 million	Fidelity
2022	3,232	$24.6 million	Fidelity
2021	4,645	$32.4 million	Fidelity
2020	5,709	$32.2 million	Fidelity
2019	4,548	$27.7 million	Fidelity
2018	2,676	$19.1 million	Fidelity
2017	3,790	$20.1 million	Fidelity
2016	3,908	$16.4 million	Fidelity
2015	2,524	$12.5 million	Fidelity
2014	1,413	$10.5 million	Wells Fargo
2013	1,030	$8.1 million	Wells Fargo
2012	833	$6.3 million	Wells Fargo
2011	614	$4.9 million	Wells Fargo
2010	373	$4.6 million	Wells Fargo
2009	396	$4.2 million	Wells Fargo

M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 41-0740923
Participants (2024): 4,434
Net assets (2024): $827 million
Recordkeeper: FidelityEarlier: Wells Fargo (2009–2014)
Plan administrator: M. a. Mortenson Company
P.O. Box 710
Minneapolis, MN 55440
(763) 522-2100As filed for 2024
In effect since: December 31, 1961

Earlier plan names: M.A. Mortenson Company Profit Sharing and Retirement Savings Plan & Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,434	$827 million	Fidelity
2023	3,969	$694 million	Fidelity
2022	3,577	$557 million	Fidelity
2021	3,251	$642 million	Fidelity
2020	3,240	$544 million	Fidelity
2019	3,249	$464 million	Fidelity
2018	2,900	$363 million	Fidelity
2017	2,851	$378 million	Fidelity
2016	2,576	$302 million	Fidelity
2015	2,573	$260 million	Fidelity
2014	2,350	$255 million	Wells Fargo
2013	2,181	$238 million	Wells Fargo
2012	2,068	$191 million	Wells Fargo
2011	2,567	$167 million	Wells Fargo
2010	1,665	$157 million	Wells Fargo
2009	1,643	$128 million	Wells Fargo

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((763) 522-2100). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees

M. a. Mortenson Company Profit Sharing and Retirement Savings Plan and Trust

If you had money in one of these plans

What these numbers are

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