401(k) · DOL Form 5500 · 2023

Thomas, Dean & Hoskins, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: 124
Participants Small participant base: 78th
Percentile by assets National rank: $219,520
Avg per participant Above avg balance/head

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Official DOL plan name: Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Thomas, Dean & Hoskins, Inc. · Montana · Professional & Technical Services

$27M in assets, 124 participants

Thomas, Dean & Hoskins, Inc.'s Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust reported $27M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

#15,886 in Professional & Technical Services (20,321 peers)

Coverage in Montana

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust covers 124 participants in Montana, about 46% of the average Montana filer (state average ~271 per filing). Assets: $27M.

#15,886
in Professional & Technical Services (20,321 peers): +22.4%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,220,477 Top 22% higher than 78% 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

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust 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. Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (124 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $397K in the plan year 2022 filing to $5M in the plan year 2023 filing.
Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 100 in the plan year 2022 filing to 124 in the plan year 2023 filing.
Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810295283 · Thomas, Dean & Hoskins, Inc. PY 2023 · 401(k)

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust · $27M · 124 · 78th

PHOTO $27M
PHOTO 124
PHOTO 78th
PHOTO 401(k)
PHOTO near Callisons, Inc. Employee Incentive Savings Plan
PHOTO ind #15886

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 Montana →

End-of-year total assets ($M) among Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montana filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$27M
Net Income	$5M
Employer EIN	810295283
Plan Effective Date	1972-03-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Thomas, Dean & Hoskins, Inc.)

Latest sponsor-wide plan assets: $33M 47.697006072810936% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	100	$22M
2023	1	124	$27M
2024	1	125	$33M

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
Logan Health Retirement Savings Plan $437M · 4,232

Compare Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Callisons, Inc. Employee Incentive Savings Plan in WA ($27M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Callisons, Inc. Employee Incentive Savings Plan (WA) $27M · 109
Greenberry Industrial LLC Profit Sharing 401(k) Plan (WA) $27M · 908
Itg Holdings USA, Inc. Employee Savings and Retirement Plan - Dual Qualified (NC) $27M · 418
International Fresh Produce Association 401(k) Plan (DE) $27M · 79

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

F.L. Chamberlain School Retirement Plan (MA) 124 · 0 off
The Contractors Retirement Plan (VA) 124 · 0 off
Zymeworks Biopharmaceuticals 401(k) Plan () 124 · 0 off
The Childrens Home of Pittsburgh 401(k) Plan (PA) 124 · 0 off

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 Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 22.4% during 2023, from $22M to $27M. Reported net income was $5M.

How have Thomas, Dean & Hoskins, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Thomas, Dean & Hoskins, Inc.'s sponsor-wide assets grew 47.7%, from $22M to $33M.

Where does Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th 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 Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Callisons, Inc. Employee Incentive Savings Plan in WA ($27M, 109 participants).

Which 401(k) plans cover a similar participant headcount to Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 810295283.