401(k) · DOL Form 5500 · 2022

A. Morton Thomas and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
421
Participants Below avg headcount
90th
Percentile by assets National rank
$151,201
Avg per participant Above avg balance/head
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Official DOL plan name: A. Morton Thomas and Associates, Inc. 401(k) Plan · Sponsored by A. Morton Thomas and Associates, Inc. · Maryland · Professional & Technical Services

$64M in assets, 421 participants

A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. 401(k) Plan reported $64M in total assets and 421 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,619 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

A. Morton Thomas and Associates, Inc. 401(k) Plan covers 421 participants in Maryland, about 45% of the average Maryland filer (state average ~929 per filing). Assets: $64M.

#19,619
in Professional & Technical Services (21,562 peers)
-17.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. Morton Thomas and Associates, Inc. 401(k) Plan's outsized position by total assets

A. Morton Thomas and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$63,655,790 Top 10% higher than 90% 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. 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. A. Morton Thomas and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (421 participants).

Plan-year Form 5500 strip

Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2022 · 401(k)

A. Morton Thomas and Associates, Inc. 401(k) Plan · $64M · 421 · 90th

  • BOY $64M
  • SCH 421
  • EBSA 90th
  • PART 401(k)
  • TYPE near Physical Sciences Inc. 401(k) Plan
  • NET ind #19619

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 Professional & Technical Services retirement plans → · Plans in Maryland →

A. Morton Thomas and Associates, Inc. 401(k) Plan in the asset neighbourhood

A. Morton Thomas and Associates, Inc. 401(k) PlanA. Morton Thomas and Associa…$64MPhysical Sciences Inc. 401(k) PlanPhysical Sciences Inc. 401(k…$64MRadio Systems Corporation Retirement Savings PlanRadio Systems Corporation Re…$64MVisible Changes 401(k) and Profit Sharing PlanVisible Changes 401(k) and P…$64MPreferred Primary Care Physicians, Inc. 401(k) Profit Sharing PlanPreferred Primary Care Physi…$64M
End-of-year total assets ($M) among A. Morton Thomas and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$64M
Net Income-$14M
Employer EIN520728302
Plan Effective Date1988-12-01
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 401(k) Plans in Maryland

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

A. Morton Thomas and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants A. Morton Thomas and Associates, Inc. 401(k) Plan, Total assets ($B): 0.06365579 · Participants: 421A. Morton Thomas and Associates, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
A. Morton Thomas and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare A. Morton Thomas and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

A. Morton Thomas and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Physical Sciences Inc. 401(k) Plan in MA ($64M); by covered participants it is All Metals Processing Holdings, LLC 401(k) Plan in CA (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 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. 401(k) Plan assets move in 2022? ▼
A. Morton Thomas and Associates, Inc. 401(k) Plan declined sharply - down 17.7% during 2022, from $77M to $64M. Reported net income was -$14M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
A. Morton Thomas and Associates, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to A. Morton Thomas and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physical Sciences Inc. 401(k) Plan in MA ($64M, 249 participants).
Which 401(k) plans cover a similar participant headcount to A. Morton Thomas and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All Metals Processing Holdings, LLC 401(k) Plan in CA (421 participants, $12M 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.