401(k) · DOL Form 5500 · 2023
A. Morton Thomas and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 438
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $168,395
- Avg per participant Above avg balance/head
Official DOL plan name: A. Morton Thomas and Associates, Inc. 401(k) Plan · Sponsored by A. Morton Thomas and Associates, Inc. · Maryland · Professional & Technical Services
$74M in assets, 438 participants
A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. 401(k) Plan reported $74M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,349 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
A. Morton Thomas and Associates, Inc. 401(k) Plan covers 438 participants in Maryland, about 47% of the average Maryland filer (state average ~929 per filing). Assets: $74M.
- #18,349
- in Professional & Technical Services (20,321 peers)
- +15.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
A. Morton Thomas and Associates, Inc. 401(k) Plan's outsized position by total assets
A. Morton Thomas and Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,757,094 Top 11% higher than 89% 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. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (438 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A. Morton Thomas and Associates, Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- A. Morton Thomas and Associates, Inc. 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- A. Morton Thomas and Associates, Inc. 401(k) Plan reported participants rose from 421 in the plan year 2022 filing to 438 in the plan year 2023 filing.
DOL schedule card
Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2023 · 401(k)
A. Morton Thomas and Associates, Inc. 401(k) Plan · $74M · 438 · 89th
- 5500 $74M
- 5500 438
- 5500 89th
- 5500 401(k)
- 5500 near Artesian 401(k) Retirement Plan
- 5500 ind #18349
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 Maryland →
A. Morton Thomas and Associates, Inc. 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $10M |
| Employer EIN | 520728302 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 879 | $89M |
| 2023 | 2 | 923 | $118M |
| 2024 | 2 | 1,009 | $126M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
A. Morton Thomas and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Artesian 401(k) Retirement Plan in DE ($74M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Artesian 401(k) Retirement Plan (DE) $74M · 252
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust (MA) $74M · 127
- Esp Management, LLC 401(k) Profit Sharing Plan (TX) $74M · 1,695
- Savings & Protection Plan for Plant Employees of Green Bay Packaging Inc. (WI) $74M · 2,103
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Woodloch Pines Inc. 401(k) Plan (PA) 438 · 0 off
- Rarefied Atmosphere 401(k) Plan (TX) 438 · 0 off
- Team Gillman 401(k) Plan (TX) 438 · 0 off
- Stowers Machinery Corporation 401(k) Plan (TN) 438 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.