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
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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

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

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.

See the national 2022→2023 release diff →

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

Mark Thomas & Company, Inc. 401(k) Savings PlanMark Thomas & Company, Inc. …$55MNab Group/USA 401(k) Investment PlanNab Group/USA 401(k) Investm…$55MArk-La-Tex Financial Services, LLC 401(k) PlanArk-La-Tex Financial Service…$55MKrispy Kreme Doughnut Corporation Retirement Savings PlanKrispy Kreme Doughnut Corpor…$55MGf Machining Solutions Retirement Savings PlanGf Machining Solutions Retir…$55M
End-of-year total assets ($M) among Mark Thomas & Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$55M
Net Income$13M
Employer EIN941451490
Plan Effective Date1993-01-01
Filing StatusFILING 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
$60M$70M$80M$90M$100M$110M 202220232024 $68.7M $101M ▲ +46.9%
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.

Mark Thomas & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mark Thomas & Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.055334016 · Participants: 298Mark Thomas & Company, Inc. 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mark Thomas & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Mark Thomas & Company, Inc. 401(k) Savings Plan assets move in 2023?
Mark Thomas & Company, Inc. 401(k) Savings Plan surged - up 30.4% during 2023, from $42M to $55M. Reported net income was $13M.
How have Mark Thomas & Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mark Thomas & Company, Inc.'s sponsor-wide assets grew 46.9%, from $69M to $101M.
Where does Mark Thomas & Company, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers?
Mark Thomas & Company, Inc. 401(k) Savings Plan 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 401(k) plans are similar in size to Mark Thomas & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Nab Group/USA 401(k) Investment Plan in NY ($55M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Mark Thomas & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A in assets).