A. Morton Thomas and Associates 401(k) match, vesting and fees
What A. Morton Thomas and Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| A. Morton Thomas and Associates: employer contribution per participant | $3,437 | |
| Peer median | $2,682 |
| A. Morton Thomas and Associates: average balance | $140,802 | |
| Peer median | $99,496 |
| A. Morton Thomas and Associates: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $77.3M at the end of plan year 2021 to $89.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 708 | $89.7M | $2.2M | $3,437 | 0.17% | Not published | Form 5500 ↗ |
| 2024 | 678 | $77.8M | $1.7M | $2,818 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 665 | $73.8M | $1.7M | $3,143 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 648 | $63.7M | $1.6M | $3,003 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 618 | $77.3M | $1.6M | $3,005 | 0.15% | Not published | Form 5500 ↗ |
Other A. Morton Thomas and Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bdo USA, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does A. Morton Thomas and Associates match 401(k) contributions?
The match terms for the A. Morton Thomas and Associates, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.2M in employer contributions, about $3,437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the A. Morton Thomas and Associates 401(k) match vested?
The vesting schedule for the A. Morton Thomas and Associates, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the A. Morton Thomas and Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is A. Morton Thomas and Associates, Inc..
I left A. Morton Thomas and Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (A. Morton Thomas and Associates, Inc., (301) 881-2545) or the recordkeeper, Empower Annuity Insurance Company O. The A. Morton Thomas and Associates old 401(k) page lists the contacts from every plan filing. Find an old A. Morton Thomas and Associates 401(k)
Data from the public Form 5500 annual reports A. Morton Thomas and Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with A. Morton Thomas and Associates. Not financial advice. Report a correction · Methodology