ESOP · DOL Form 5500 · 2022
A. Morton Thomas and Associates, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 458
- Participants
- 80th
- Percentile by assets
- $54,367
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 458
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $54,367
- avg assets per participant
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reports 458 participants - about 49% of that state average ($25M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | $13M |
| Employer EIN | 520728302 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. Morton Thomas and Associates, Inc.)
| 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
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Brown Capital Management ESOP $368M · 34
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- A. Morton Thomas and Associates, Inc.'s sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans