401(k) · DOL Form 5500 · 2022

Morton G. Thalhimer, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
366
Participants Below avg headcount
85th
Percentile by assets National rank
$96,809
Avg per participant Below avg balance/head
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Official DOL plan name: Morton G. Thalhimer Inc. 401(k) Plan · Sponsored by Morton G. Thalhimer, Inc. · Virginia · Real Estate

$35M in assets, 366 participants

Morton G. Thalhimer, Inc.'s Morton G. Thalhimer Inc. 401(k) Plan reported $35M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,751 in Real Estate (5,057 peers)

Coverage in Virginia

Morton G. Thalhimer Inc. 401(k) Plan covers 366 participants in Virginia, about 47% of the average Virginia filer (state average ~782 per filing). Assets: $35M.

#4,751
in Real Estate (5,057 peers)
-18.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morton G. Thalhimer Inc. 401(k) Plan's outsized position by total assets

Morton G. Thalhimer Inc. 401(k) Plan vs every filed plan by assets

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

$35,431,936 Top 15% higher than 85% 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. 401(k) 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. Morton G. Thalhimer Inc. 401(k) Plan sits mid-pack in the medium band (366 participants).

Plan-year Form 5500 strip

Filing strip 541178996 · Morton G. Thalhimer, Inc. PY 2022 · 401(k)

Morton G. Thalhimer Inc. 401(k) Plan · $35M · 366 · 85th

  • EIN $35M
  • EIN 366
  • EIN 85th
  • EIN 401(k)
  • EIN near Plaza Home Mortgage, Inc. 401(k) Plan
  • EIN ind #4751

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 Real Estate retirement plans → · Plans in Virginia →

Morton G. Thalhimer Inc. 401(k) Plan in the asset neighbourhood

Morton G. Thalhimer Inc. 401(k) PlanMorton G. Thalhimer Inc. 401…$35MPlaza Home Mortgage, Inc. 401(k) PlanPlaza Home Mortgage, Inc. 40…$35MRue Gilt Groupe 401(k) Plan$35MAllied Printing Services, Incorporated 401(k) Retirement Savings PlanAllied Printing Services, In…$35MRetirement and Savings Plan for Employees of Nikko HotelsRetirement and Savings Plan …$35M
End-of-year total assets ($M) among Morton G. Thalhimer Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$8M
Employer EIN541178996
Plan Effective Date1992-01-01
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 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morton G. Thalhimer Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Morton G. Thalhimer Inc. 401(k) Plan, Total assets ($B): 0.035431936 · Participants: 366Morton G. Thalhimer Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Morton G. Thalhimer Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Morton G. Thalhimer Inc. 401(k) Plan side-by-side with 3 peers →

Morton G. Thalhimer Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Plaza Home Mortgage, Inc. 401(k) Plan in CA ($35M); by covered participants it is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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. 401(k) Plan assets move in 2022? ▼
Morton G. Thalhimer Inc. 401(k) Plan declined sharply - down 18.2% during 2022, from $43M to $35M. Reported net income was -$8M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Morton G. Thalhimer Inc. 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to Morton G. Thalhimer Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plaza Home Mortgage, Inc. 401(k) Plan in CA ($35M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Morton G. Thalhimer Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Paper & Twine Company Employee Profit Sharing & Benefit Trust in TN (366 participants, N/A 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.