M. A. Mortenson Company 401(k) Plan: Login, Facts & Contact Information

M. A. Mortenson Company 401(k) Plan Facts

Plan name
M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
M. A. MORTENSON COMPANY
Participants
3,969 (3,429 active employees)
Former employees with a balance
993
Plan assets
$826,564,151 at Dec 31, 2024
Average account balance
$193,077 across 4,281 accounts
Employer contributions
$35,625,533 in plan year 2024 (43% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 31, 1961
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $83.3 million went into the plan in contributions, $35.6 million of it from the employer (43%).
  • $50.8 million was paid out to participants.
  • Investment and other income added $100.4 million.
  • Administrative expenses were $353,140, about $82 per account.

How the M. A. Mortenson Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,900$464.2 million$15.3 million$27.0 million
20203,249$544.5 million$20.8 million$35.6 million
20213,240$641.6 million$25.1 million$41.3 million
20223,251$557.4 million$28.1 million$40.7 million
20233,577$693.8 million$28.6 million$30.7 million
20243,969$826.6 million$35.6 million$50.8 million

M. A. Mortenson Company 401(k) Contact Information

Phone
763-522-2100
Mailing address
P.O. BOX 710, MINNEAPOLIS MN 554400710
Plan sponsor
M. A. MORTENSON COMPANY
Employer identification number (EIN)
41-0740923
Plan number
001

Questions about the M. A. Mortenson Company 401(k)

Does M. A. Mortenson Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $35.6 million, 43% of all contributions.

Does the M. A. Mortenson Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the M. A. Mortenson Company 401(k) plan?

3,969 participants at the start of plan year 2024, 3,429 of them active employees, and 993 former employees who still had money in the plan.

What is the average 401(k) balance at M. A. Mortenson Company?

About $193,077 per account: $826.6 million in plan assets across 4,281 accounts with a balance at the end of plan year 2024.

Who manages the M. A. Mortenson Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at M. A. Mortenson Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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