ESOP · DOL Form 5500 · 2022

Morton G. Thalhimer, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
310
Participants Below avg headcount
88th
Percentile by assets National rank
$161,717
Avg per participant Above avg balance/head
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Official DOL plan name: Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Morton G. Thalhimer, Inc. · Virginia · Real Estate

$50M in assets, 310 participants

Morton G. Thalhimer, Inc.'s Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported $50M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,844 in Real Estate (5,057 peers)

Coverage in Virginia

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust covers 310 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $50M.

#4,844
in Real Estate (5,057 peers)
+34.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$50,132,127 Top 12% higher than 88% 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

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust 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. Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (310 participants).

Plan-year Form 5500 strip

Filing strip 541178996 · Morton G. Thalhimer, Inc. PY 2022 · ESOP

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust · $50M · 310 · 88th

  • RANK $50M
  • RANK 310
  • RANK 88th
  • RANK ESOP
  • RANK near Kearny Bank Employee Stock Ownership Plan
  • RANK ind #4844

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 Virginia →

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Tier 1 Performance Solutions Employee Stock Ownership PlanTier 1 Performance Solutions…$50MMorton G. Thalhimer, Inc. Employee Stock Ownership Plan and TrustMorton G. Thalhimer, Inc. Em…$50MKearny Bank Employee Stock Ownership PlanKearny Bank Employee Stock O…$50MAndres Construction Employee Stock Ownership PlanAndres Construction Employee…$50MFred Weber, Inc. Employee Stock Ownership PlanFred Weber, Inc. Employee St…$50M
End-of-year total assets ($M) among Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN541178996
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morton G. Thalhimer, Inc.)

Sponsor-wide plan assets over time

All Morton G. Thalhimer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 28.560479882775088% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.6M $110M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 676 $86M
2023 2 689 $99M
2024 2 723 $110M

Nearby ESOP Plans in Virginia

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

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 02004006008001000 Total assets ($M) Participants Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 50.132127 · Participants: 310Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Kearny Bank Employee Stock Ownership Plan in NJ ($50M); by covered participants it is Marquette Bank Employee Stock Ownership Plan in IL (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust surged - up 34.6% during 2022, from $37M to $50M. Reported net income was $7M.
How have Morton G. Thalhimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morton G. Thalhimer, Inc.'s sponsor-wide assets grew 28.6%, from $86M to $110M.
Where does Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust ranks in the 88th 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 Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kearny Bank Employee Stock Ownership Plan in NJ ($50M, 472 participants).
Which ESOP plans cover a similar participant headcount to Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Marquette Bank Employee Stock Ownership Plan in IL (310 participants, $8M 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 541178996.

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.