ESOP · DOL Form 5500 · 2024

Mark Thomas & Company, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
397
Participants Below avg headcount
80th
Percentile by assets National rank
$90,094
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mark Thomas & Company, Inc. Employee Stock Ownership Plan · Sponsored by Mark Thomas & Company, Inc. · California · Construction

$36M in assets, 397 participants

Mark Thomas & Company, Inc.'s Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported $36M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,075 in Construction (9,039 peers)

Where Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits by assets

Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 397 participants (~$90,094/participant), up 15.3% in 2024.

#7,075
in Construction (9,039 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,767,464 Top 20% higher than 80% 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

Mark Thomas & Company, 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. Mark Thomas & Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark Thomas & Company, Inc. Employee Stock Ownership Plan reported participants rose from 330 in the plan year 2023 filing to 397 in the plan year 2024 filing.
  • Mark Thomas & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941451490 · Mark Thomas & Company, Inc. PY 2024 · ESOP

Mark Thomas & Company, Inc. Employee Stock Ownership Plan · $36M · 397 · 80th

  • IND $36M
  • IND 397
  • IND 80th
  • IND ESOP
  • IND near C.H. Guernsey & Company Employee Stock Ownership Plan
  • IND ind #7075

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 California →

Mark Thomas & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G.W. Berkheimer Co., Inc. Employee Stock Ownership PlanG.W. Berkheimer Co., Inc. Em…$36MMark Thomas & Company, Inc. Employee Stock Ownership PlanMark Thomas & Company, Inc. …$36MC.H. Guernsey & Company Employee Stock Ownership PlanC.H. Guernsey & Company Empl…$36MEmployee Stock Ownership Plan and Trust of Standard Motor Products, Inc.Employee Stock Ownership Pla…$36MNsp Management Services of Long Island,Inc. ESOPNsp Management Services of L…$36M
End-of-year total assets ($M) among Mark Thomas & Company, 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)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN941451490
Plan Effective Date1989-01-01
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 ESOP Plans in California

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

Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Mark Thomas & Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035767464 · Participants: 397Mark Thomas & Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Mark Thomas & Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Mark Thomas & Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mark Thomas & Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is C.H. Guernsey & Company Employee Stock Ownership Plan in OK ($36M); by covered participants it is Carestar, Inc. Employee Stock Ownership Plan in OH (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Mark Thomas & Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Mark Thomas & Company, Inc. Employee Stock Ownership Plan grew sharply - up 15.3% during 2024, from $31M to $36M. Reported net income was $5M.
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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mark Thomas & Company, Inc. Employee Stock Ownership Plan ranks in the 80th 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 Mark Thomas & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.H. Guernsey & Company Employee Stock Ownership Plan in OK ($36M, 129 participants).
Which ESOP plans cover a similar participant headcount to Mark Thomas & Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carestar, Inc. Employee Stock Ownership Plan in OH (396 participants, $87M 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 941451490.

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.