ESOP · DOL Form 5500 · 2023

Thalhimer, Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
319
Participants Below avg headcount
87th
Percentile by assets National rank
$180,954
Avg per participant Above avg balance/head
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Official DOL plan name: Thalhimer, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Thalhimer, Inc. · Virginia · Real Estate

$58M in assets, 319 participants

Thalhimer, Inc.'s Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported $58M in total assets and 319 participants in its 2023 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.

  • #4,506 in Real Estate (4,727 peers)

Coverage in Virginia

Thalhimer, Inc. Employee Stock Ownership Plan and Trust covers 319 participants in Virginia, about 41% of the average Virginia filer (state average ~782 per filing). Assets: $58M.

#4,506
in Real Estate (4,727 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Thalhimer, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,724,203 Top 13% higher than 87% of 127,068 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 2023

Thalhimer, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thalhimer, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 310 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541178996 · Thalhimer, Inc. PY 2023 · ESOP

Thalhimer, Inc. Employee Stock Ownership Plan and Trust · $58M · 319 · 87th

  • PCT $58M
  • PCT 319
  • PCT 87th
  • PCT ESOP
  • PCT near Severson Group Employee Stock Ownership Plan
  • PCT ind #4506

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 Virginia →

Thalhimer, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Peak Holdings Corporation Employee Stock Ownership PlanThe Peak Holdings Corporatio…$58MSeverson Group Employee Stock Ownership PlanSeverson Group Employee Stoc…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$58MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$58M
End-of-year total assets ($M) among Thalhimer, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$51M
Net Income$8M
Employer EIN541178996
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thalhimer, Inc.)

Sponsor-wide plan assets over time

All 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 ESOP Plans in Virginia

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

Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Thalhimer, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.057724203 · Participants: 319Thalhimer, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Thalhimer, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Thalhimer, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Severson Group Employee Stock Ownership Plan in CA ($58M); by covered participants it is Liberty Pumps Employee Stock Ownership Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Thalhimer, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Thalhimer, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 15.1% during 2023, from $50M to $58M. Reported net income was $8M.
How have Thalhimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thalhimer, Inc.'s sponsor-wide assets grew 28.6%, from $86M to $110M.
Where does Thalhimer, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Thalhimer, Inc. Employee Stock Ownership Plan and Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Severson Group Employee Stock Ownership Plan in CA ($58M, 148 participants).
Which ESOP plans cover a similar participant headcount to Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Liberty Pumps Employee Stock Ownership Plan in NY (319 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.