401(k) · DOL Form 5500 · 2022

Mark Thomas & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
264
Participants Below avg headcount
87th
Percentile by assets National rank
$160,793
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mark Thomas & Company, Inc. 401(k) Savings Plan · Sponsored by Mark Thomas & Company, Inc. · California · Professional & Technical Services

$42M in assets, 264 participants

Mark Thomas & Company, Inc.'s Mark Thomas & Company, Inc. 401(k) Savings Plan reported $42M in total assets and 264 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,862 in Professional & Technical Services (21,562 peers)

Coverage in California

Mark Thomas & Company, Inc. 401(k) Savings Plan covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $42M.

#18,862
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mark Thomas & Company, Inc. 401(k) Savings Plan's outsized position by total assets

Mark Thomas & Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$42,449,259 Top 13% higher than 87% 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. 401(k) Savings 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. 401(k) Savings Plan sits mid-pack in the medium band (264 participants).

Plan-year Form 5500 strip

Filing strip 941451490 · Mark Thomas & Company, Inc. PY 2022 · 401(k)

Mark Thomas & Company, Inc. 401(k) Savings Plan · $42M · 264 · 87th

  • PART $42M
  • TYPE 264
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Doris Duke Management Foundation 401(k) Plan
  • BOY ind #18862

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 California →

Mark Thomas & Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Omega Engineering 401(k) Plan$42MMark Thomas & Company, Inc. 401(k) Savings PlanMark Thomas & Company, Inc. …$42MDoris Duke Management Foundation 401(k) PlanDoris Duke Management Founda…$42MGrote Industries Savings 401(k) and Salaried Employees Retirement PlanGrote Industries Savings 401…$42MGas South 401(k) Plan$42M
End-of-year total assets ($M) among Mark Thomas & Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN941451490
Plan Effective Date1993-01-01
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 401(k) Plans in California

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

Mark Thomas & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mark Thomas & Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.042449259 · Participants: 264Mark Thomas & Company, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mark Thomas & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Mark Thomas & Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Doris Duke Management Foundation 401(k) Plan in NJ ($42M); by covered participants it is Magnificus Corporation 401(k) Plan in MD (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Mark Thomas & Company, Inc. 401(k) Savings Plan assets move in 2022?
Mark Thomas & Company, Inc. 401(k) Savings Plan pulled back noticeably - down 10.5% during 2022, from $47M to $42M. Reported net income was -$5M.
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. 401(k) Savings Plan rank by assets among Form 5500 filers?
Mark Thomas & Company, Inc. 401(k) Savings Plan ranks in the 87th 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 Mark Thomas & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Doris Duke Management Foundation 401(k) Plan in NJ ($42M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Mark Thomas & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Magnificus Corporation 401(k) Plan in MD (264 participants, $2M in assets).