401(k) · DOL Form 5500 · 2024
A. Morton Thomas and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 490
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $158,817
- 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
$78M in assets, 490 participants
A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. 401(k) Plan reported $78M in total assets and 490 participants in its 2024 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.
- #18,077 in Professional & Technical Services (20,173 peers)
Where A. Morton Thomas and Associates, Inc. 401(k) Plan sits by assets
A. Morton Thomas and Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $78M for 490 participants (~$158,817/participant), up 5.5% in 2024.
- #18,077
- in Professional & Technical Services (20,173 peers)
- +5.5%
- assets growth YoY
- 0.8×
- 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 2024 · DOL Form 5500
$77,820,562 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
A. Morton Thomas and Associates, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (490 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A. Morton Thomas and Associates, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- A. Morton Thomas and Associates, Inc. 401(k) Plan reported participants rose from 438 in the plan year 2023 filing to 490 in the plan year 2024 filing.
- A. Morton Thomas and Associates, Inc. 401(k) Plan end-of-year assets rose from $74M in the plan year 2023 filing to $78M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2024 · 401(k)
A. Morton Thomas and Associates, Inc. 401(k) Plan · $78M · 490 · 89th
- VS-ST $78M
- VS-ST 490
- VS-ST 89th
- VS-ST 401(k)
- VS-ST near Engeo Incorporated 401(k) Plan
- VS-ST ind #18077
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $4M |
| 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 $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
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 Engeo Incorporated 401(k) Plan in CA ($78M); by covered participants it is Ascent Industries Co. 401(k) Plan in IL (490 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Engeo Incorporated 401(k) Plan (CA) $78M · 244
- Graef Retirement Savings Plan (WI) $78M · 309
- Resurgent Capital Services Group Retirement Savings Plan (SC) $78M · 525
- Terra Millennium Corporation 401(k) Plan (UT) $78M · 1,791
Similar participant headcount
Nearest other-state filings by covered participants (490 participants); asset peers above are excluded.
- Ascent Industries Co. 401(k) Plan (IL) 490 · 0 off
- Wisk Aero LLC 401(k) Plan (CA) 490 · 0 off
- Upright Holdings Retirement Savings Plan (TN) 490 · 0 off
- Amcap 401(k) Plan (TX) 490 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.