ESOP · DOL Form 5500 · 2023

A. Morton Thomas and Associates, Inc. ESOP

Data updated 2026-08-11

$44M
Total assets: 485
Participants: 84th
Percentile by assets: $91,650
Avg per participant

Official DOL plan name: A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · Sponsored by A. Morton Thomas and Associates, Inc. · Maryland · Professional & Technical Services

$44M in assets, 485 participants

A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported $44M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 127,072 plans)
#17,328 in Professional & Technical Services (20,321 peers)

Where A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits by assets

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 485 participants (~$91,650/participant), up 78.5% in 2023.

$44M
total plan assets (2023 EOY): 485
covered participants: 84th
percentile by assets (of 127,072 plans): $91,650
avg assets per participant

Where A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits by total assets

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,450,175 Top 16% higher than 84% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $44M in the plan year 2023 filing.
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported net income rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported participants rose from 458 in the plan year 2022 filing to 485 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Maryland

Industry

Professional & Technical Services

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$16M
Net Income	$20M
Employer EIN	520728302
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (A. Morton Thomas and Associates, Inc.)

Total plan assets by year, all A. Morton Thomas and Associates, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	879	$89M
2023	2	923	$118M
2024	2	1,009	$126M

Nearby ESOP Plans in Maryland

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

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Evapco, Inc. Employee Stock Ownership Plan $1.1B · 1,617
Westat, Inc. Employee Stock Ownership Plan $407M · 3,046
Kci Technologies, Inc. Employee Stock Ownership Plan $336M · 1,793
Brown Capital Management ESOP $320M · 35
Lockheed Martin Corporation Capital Accumulation Plan $267M · 5,839

Compare A. Morton Thomas and Associates, Inc. Em… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Tech-Etch Employee Stock Ownership Plan (MA) $44M · 777
Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan (SD) $44M · 83
Thybar Corporation Employee Stock Ownership Plan (IL) $45M · 116
Cfd Research Corporation Employee Stock Ownership Plan (AL) $44M · 208

Frequently Asked Questions

How did A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan surged - up 78.5% during 2023, from $25M to $44M. Reported net income was $20M.

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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan ranks in the 84th 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 A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Tech-Etch Employee Stock Ownership Plan in MA ($44M, 777 participants).

Next read for A. Morton Thomas and Associates, Inc. Em…

Scale reading

Ways to act on A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
A. Morton Thomas and Associates, Inc.'s sponsor-wide assets have grown 42.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 520728302.