401(k) · DOL Form 5500 · 2023
Mark Thomas & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 298
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $185,685
- Avg per participant Above avg balance/head
Official DOL plan name: Mark Thomas & Company, Inc. 401(k) Savings Plan · Sponsored by Mark Thomas & Company, Inc. · California · Professional & Technical Services
$55M in assets, 298 participants
Mark Thomas & Company, Inc.'s Mark Thomas & Company, Inc. 401(k) Savings Plan reported $55M in total assets and 298 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.
- #17,813 in Professional & Technical Services (20,321 peers)
Coverage in California
Mark Thomas & Company, Inc. 401(k) Savings Plan covers 298 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $55M.
- #17,813
- in Professional & Technical Services (20,321 peers)
- +30.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$55,334,016 Top 13% higher than 87% 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
Mark Thomas & Company, Inc. 401(k) Savings 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. Mark Thomas & Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (298 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mark Thomas & Company, Inc. 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Mark Thomas & Company, Inc. 401(k) Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Mark Thomas & Company, Inc. 401(k) Savings Plan reported participants rose from 264 in the plan year 2022 filing to 298 in the plan year 2023 filing.
DOL schedule card
Filing strip 941451490 · Mark Thomas & Company, Inc. PY 2023 · 401(k)
Mark Thomas & Company, Inc. 401(k) Savings Plan · $55M · 298 · 87th
- 5500 $55M
- ASSETS 298
- PCT 87th
- EIN 401(k)
- RANK near Nab Group/USA 401(k) Investment Plan
- PHOTO ind #17813
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
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $13M |
| Employer EIN | 941451490 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Nab Group/USA 401(k) Investment Plan in NY ($55M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- Silvertip Completion Services (TX) 298 · 0 off
- Minnesota Elevator, Inc. 401(k) Profit Sharing Plan (MN) 298 · 0 off
- Cerevel Therapeutics LLC 401(k) Plan (MA) 298 · 0 off
- Pioneer Title Company 401(k) Plan (ID) 298 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.