ESOP · DOL Form 5500 · 2022

A. Morton Thomas and Associates, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
458
Participants Below avg headcount
80th
Percentile by assets National rank
$54,367
Avg per participant Low balance/head
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Official DOL plan name: A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · Sponsored by A. Morton Thomas and Associates, Inc. · Maryland · Professional & Technical Services

$25M in assets, 458 participants

A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported $25M in total assets and 458 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,442 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan covers 458 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $25M.

#17,442
in Professional & Technical Services (21,562 peers)
+96.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,900,000 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (458 participants).

DOL schedule card

Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2022 · ESOP

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · $25M · 458 · 80th

  • ASSETS $25M
  • PCT 458
  • EIN 80th
  • RANK ESOP
  • PHOTO near Dorsett & Jackson, Inc. Employee Stock Ownership Plan
  • IND ind #17442

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 What is an ESOP? → · Plans in Maryland →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Supply Employee Stock Ownership PlanConsolidated Supply Employee…$25MFirst Financial Corporation Employee Stock Ownership PlanFirst Financial Corporation …$25MA. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$25MDorsett & Jackson, Inc. Employee Stock Ownership PlanDorsett & Jackson, Inc. Empl…$25MFirst State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$25M
End-of-year total assets ($M) among A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)-$5M
Net Income$13M
Employer EIN520728302
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Morton Thomas and Associates, Inc.)

Sponsor-wide plan assets over time

All A. Morton Thomas and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 42.475998463793275% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.6M $126M ▲ +42.5%
Year Plans Participants Total Assets
2022 2 879 $89M
2023 2 923 $118M
2024 2 1,009 $126M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.9 · Participants: 458A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Dorsett & Jackson, Inc. Employee Stock Ownership Plan in CA ($25M); by covered participants it is 4top Hospitality Group, Inc. Employee Stock Ownership Plan in TN (458 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (458 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan surged - up 96.8% during 2022, from $13M to $25M. Reported net income was $13M.
How have A. Morton Thomas and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Morton Thomas and Associates, Inc.'s sponsor-wide assets grew 42.5%, from $89M to $126M.
Where does A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dorsett & Jackson, Inc. Employee Stock Ownership Plan in CA ($25M, 22 participants).
Which ESOP plans cover a similar participant headcount to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is 4top Hospitality Group, Inc. Employee Stock Ownership Plan in TN (458 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520728302.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.