· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORTON MOTORS, INC. — ORTON MOTORS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250520114302NAL0001888915001
ORTON MOTORS, INC.
Form 5500-SF
FILING_RECEIVED
ORTON MOTORS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
53
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORTON MOTORS, INC.
.
Find decision makers
Plan sponsor
Name
ORTON MOTORS, INC.
EIN
41-0901914
Address
P.O. BOX 820 · WALKER, MN · 56484
Phone
(218) 547-1719
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
IMPROVE GROUP
IMPROVE GROUP 401(K) P/S PLAN
$2.5M · 28 participants
MID-AMERICA CATASTROPHE SERVICES
MID-AMERICA CATASTROPHE SERVICES 401(K) PLAN
$2.5M · 88 participants
STEWART MATERIALS LLC
STEWART MATERIALS LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 66 participants
CHRISTIAN CAMPS AND CONFERENCES, IN
BROOKWOODS RETIREMENT PLAN
$2.5M · 15 participants
THE LIGHTING DIGEST, LLC
LIGHTING DIGEST 401(K) PLAN
$2.5M · 35 participants
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MN COMMUNITY MEASUREMENT
MN COMMUNITY MEASUREMENT 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 13 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
