ESOP · DOL Form 5500 · 2024

Thalhimer, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
340
Participants Below avg headcount
86th
Percentile by assets National rank
$176,687
Avg per participant Above avg balance/head
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Official DOL plan name: Thalhimer, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Thalhimer, Inc. · Virginia · Real Estate

$60M in assets, 340 participants

Thalhimer, Inc.'s Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported $60M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,350 in Real Estate (4,605 peers)

Coverage in Virginia

Thalhimer, Inc. Employee Stock Ownership Plan and Trust covers 340 participants in Virginia, about 43% of the average Virginia filer (state average ~782 per filing). Assets: $60M.

#4,350
in Real Estate (4,605 peers)
+4.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Thalhimer, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$60,073,712 Top 14% higher than 86% 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

Thalhimer, Inc. Employee Stock Ownership Plan and Trust 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. Thalhimer, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 319 in the plan year 2023 filing to 340 in the plan year 2024 filing.
  • Thalhimer, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $58M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541178996 · Thalhimer, Inc. PY 2024 · ESOP

Thalhimer, Inc. Employee Stock Ownership Plan and Trust · $60M · 340 · 86th

  • SCH $60M
  • SCH 340
  • SCH 86th
  • SCH ESOP
  • SCH near Buist Electric Company, Inc. Employee Stock Ownership Plan
  • SCH ind #4350

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 Virginia →

Thalhimer, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Peak Holdings Corporation Employee Stock Ownership PlanThe Peak Holdings Corporatio…$60MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$60MBuist Electric Company, Inc. Employee Stock Ownership PlanBuist Electric Company, Inc.…$60MDai Employee Stock Ownership PlanDai Employee Stock Ownership…$60MJ.P. Express Employee Stock Ownership PlanJ.P. Express Employee Stock …$60M
End-of-year total assets ($M) among Thalhimer, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$54M
Net Income$3M
Employer EIN541178996
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thalhimer, Inc.)

Sponsor-wide plan assets over time

All Thalhimer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 28.560479882775088% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.6M $110M ▲ +28.6%
Year Plans Participants Total Assets
2022 2 676 $86M
2023 2 689 $99M
2024 2 723 $110M

Nearby ESOP Plans in Virginia

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

Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Thalhimer, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.060073712 · Participants: 340Thalhimer, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Thalhimer, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Thalhimer, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Thalhimer, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Buist Electric Company, Inc. Employee Stock Ownership Plan in MI ($60M); by covered participants it is US Default Group, Inc. Profit Sharing Plan in FL (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Thalhimer, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Thalhimer, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 4.1% during 2024, from $58M to $60M. Reported net income was $3M.
How have Thalhimer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thalhimer, Inc.'s sponsor-wide assets grew 28.6%, from $86M to $110M.
Where does Thalhimer, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Thalhimer, Inc. Employee Stock Ownership Plan and Trust ranks in the 86th 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 Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Buist Electric Company, Inc. Employee Stock Ownership Plan in MI ($60M, 426 participants).
Which ESOP plans cover a similar participant headcount to Thalhimer, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is US Default Group, Inc. Profit Sharing Plan in FL (340 participants, $4M 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 541178996.

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.