ESOP · DOL Form 5500 · 2023

A. Morton Thomas and Associates, Inc. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
485
Participants Below avg headcount
84th
Percentile by assets National rank
$91,650
Avg per participant Below avg balance/head
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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.

  • #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.

#17,328
in Professional & Technical Services (20,321 peers)
+78.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's outsized position 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

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

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan 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. A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (485 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2023 · ESOP

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · $44M · 485 · 84th

  • BOY $44M
  • BOY 485
  • BOY 84th
  • BOY ESOP
  • BOY near Tech-Etch Employee Stock Ownership Plan
  • BOY ind #17328

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 Maryland →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thybar Corporation Employee Stock Ownership PlanThybar Corporation Employee …$45MA. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$44MTech-Etch Employee Stock Ownership PlanTech-Etch Employee Stock Own…$44MBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanBierschbach Equipment & Supp…$44MCfd Research Corporation Employee Stock Ownership PlanCfd Research Corporation Emp…$44M
End-of-year total assets ($M) among A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$16M
Net Income$20M
Employer EIN520728302
Plan Effective Date2018-01-01
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 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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044450175 · Participants: 485A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Tech-Etch Employee Stock Ownership Plan in MA ($44M); by covered participants it is Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in OH (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 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).
Which ESOP plans cover a similar participant headcount to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valhalla Holdings, Inc. Employee Stock Ownership Plan and Trust in OH (485 participants, $17M 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 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.