ESOP · DOL Form 5500 · 2024

A. Morton Thomas and Associates, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
519
Participants Below avg headcount
84th
Percentile by assets National rank
$93,160
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · Sponsored by A. Morton Thomas and Associates, Inc. · Maryland · Professional & Technical Services

$48M in assets, 519 participants

A. Morton Thomas and Associates, Inc.'s A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported $48M in total assets and 519 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,049 in Professional & Technical Services (20,173 peers)

Where A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits by assets

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 519 participants (~$93,160/participant), up 8.8% in 2024.

#17,049
in Professional & Technical Services (20,173 peers)
+8.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,350,184 Top 16% higher than 84% of 123,620 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 2024

A. Morton Thomas and Associates, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported net income fell from $20M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan reported participants rose from 485 in the plan year 2023 filing to 519 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520728302 · A. Morton Thomas and Associates, Inc. PY 2024 · ESOP

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan · $48M · 519 · 84th

  • ASSETS $48M
  • PCT 519
  • EIN 84th
  • RANK ESOP
  • PHOTO near Trimark Corporation Employee Stock Ownership Plan
  • IND ind #17049

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 What is an ESOP? → · Plans in Maryland →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Paddock Publications, Inc. Employee Stock Ownership PlanPaddock Publications, Inc. E…$48MTrimark Corporation Employee Stock Ownership PlanTrimark Corporation Employee…$48MA. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$48MTaft Electric Company Employee Stock Ownership PlanTaft Electric Company Employ…$48MGreater Metroplex Interiors Holdings, Inc. Employee Stock Ownership PlanGreater Metroplex Interiors …$48M
End-of-year total assets ($M) among A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN520728302
Plan Effective Date2018-01-01
Filing StatusFILING 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
$80M$100M$120M$140M 202220232024 $88.6M $126M ▲ +42.5%
Year Plans Participants Total Assets
2022 2 879 $89M
2023 2 923 $118M
2024 2 1,009 $126M

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.048350184 · Participants: 519A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Trimark Corporation Employee Stock Ownership Plan in IA ($48M); by covered participants it is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.8% during 2024, from $44M to $48M. Reported net income was $5M.
How have A. Morton Thomas and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Morton Thomas and Associates, Inc.'s sponsor-wide assets grew 42.5%, from $89M to $126M.
Where does A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trimark Corporation Employee Stock Ownership Plan in IA ($48M, 310 participants).
Which ESOP plans cover a similar participant headcount to A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants, $187M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520728302.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.