Mark Thomas 401(k) match, vesting and fees
What Mark Thomas' 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 | Schedule C ↗ |
| Independent auditor | Stambaugh Ness (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.
| Mark Thomas: employer contribution per participant | $6,442 | |
| Peer median | $2,682 |
| Mark Thomas: average balance | $116,864 | |
| Peer median | $99,496 |
| Mark Thomas: admin expenses ÷ assets | 0.23% | |
| 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 $47.4M at the end of plan year 2021 to $80.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 697 | $80.6M | $4.4M | $6,442 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 618 | $65.2M | $3.5M | $5,779 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 562 | $55.3M | $945K | $1,741 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 472 | $42.4M | $2.9M | $6,547 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 423 | $47.4M | $654K | $1,598 | 0.21% | Not published | Form 5500 ↗ |
Other Mark Thomas plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mark Thomas & Company, 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 | Stambaugh Ness, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Mark Thomas match 401(k) contributions?
The match terms for the Mark Thomas & Company, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $4.4M in employer contributions, about $6,442 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mark Thomas 401(k) match vested?
The vesting schedule for the Mark Thomas & Company, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mark Thomas 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Mark Thomas & Company, Inc..
I left Mark Thomas. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mark Thomas & Company, Inc., (408) 453-5373) or the recordkeeper, Empower Annuity Insurance Company. The Mark Thomas old 401(k) page lists the contacts from every plan filing. Find an old Mark Thomas 401(k)
Data from the public Form 5500 annual reports Mark Thomas 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 Mark Thomas. Not financial advice. Report a correction · Methodology