ESOP · DOL Form 5500 · 2022
Morton G. Thalhimer, Inc. ESOP
Data updated 2026-08-11
- $50M
- Total assets
- 310
- Participants
- 88th
- Percentile by assets
- $161,717
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $50M
- total plan assets (2022 EOY)
- 310
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $161,717
- avg assets per participant
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust reports 310 participants - about 40% of that state average ($50M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 541178996 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morton G. Thalhimer, Inc.)
| 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
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust 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 Virginia. Compare plans
- Morton G. Thalhimer, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Real Estate plans