ESOP · DOL Form 5500 · 2022

Mark Thomas & Company, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
306
Participants Below avg headcount
81st
Percentile by assets National rank
$85,795
Avg per participant Below avg balance/head
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Official DOL plan name: Mark Thomas & Company, Inc. Employee Stock Ownership Plan · Sponsored by Mark Thomas & Company, Inc. · California · Construction

$26M in assets, 306 participants

Mark Thomas & Company, Inc.'s Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported $26M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,961 in Construction (9,927 peers)

Coverage in California

Mark Thomas & Company, Inc. Employee Stock Ownership Plan covers 306 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $26M.

#7,961
in Construction (9,927 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,253,373 Top 19% higher than 81% 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

Mark Thomas & Company, Inc. Employee Stock Ownership 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. Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (306 participants).

EBSA filing schedule strip

Filing strip 941451490 · Mark Thomas & Company, Inc. PY 2022 · ESOP

Mark Thomas & Company, Inc. Employee Stock Ownership Plan · $26M · 306 · 81st

  • NET $26M
  • BOOK 306
  • VS-ST 81st
  • BOY ESOP
  • SCH near Crowley Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #7961

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 California →

Mark Thomas & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Northern Tree Holdco, Inc. Employee Stock Ownership PlanNorthern Tree Holdco, Inc. E…$26MThe Solaray Corporation Employee Stock Ownership PlanThe Solaray Corporation Empl…$26MCrowley Holdings, Inc. Employee Stock Ownership PlanCrowley Holdings, Inc. Emplo…$26MMark Thomas & Company, Inc. Employee Stock Ownership PlanMark Thomas & Company, Inc. …$26MBrockmiller Construction, Inc. Employee Stock Ownership PlanBrockmiller Construction, In…$26M
End-of-year total assets ($M) among Mark Thomas & Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN941451490
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark Thomas & Company, Inc.)

Sponsor-wide plan assets over time

All Mark Thomas & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 46.918135538097% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $68.7M $101M ▲ +46.9%
Year Plans Participants Total Assets
2022 2 570 $69M
2023 2 628 $86M
2024 2 752 $101M

Nearby ESOP Plans in California

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

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mark Thomas & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026253373 · Participants: 306Mark Thomas & Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL ($26M); by covered participants it is Crystal Flash, Inc. Employee Stock Ownership Plan in MI (306 participants). Same-state nearby plans are listed separately above.

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 Mark Thomas & Company, Inc. Employee Stock Ownership Plan assets move in 2022?
Mark Thomas & Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.2% during 2022, from $24M to $26M. Reported net income was $2M.
How have Mark Thomas & Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mark Thomas & Company, Inc.'s sponsor-wide assets grew 46.9%, from $69M to $101M.
Where does Mark Thomas & Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Mark Thomas & Company, Inc. Employee Stock Ownership Plan ranks in the 81st 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 Mark Thomas & Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Crowley Holdings, Inc. Employee Stock Ownership Plan in FL ($26M, 1,644 participants).
Which ESOP plans cover a similar participant headcount to Mark Thomas & Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Crystal Flash, Inc. Employee Stock Ownership Plan in MI (306 participants, $39M in assets).