Department of Labor filing

MORTON G. THALHIMER, INC.

MORTON G. THALHIMER INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 7, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

67filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,193

Reported employer contributions per active participant.

Higher than about 79% of comparable plans

#People in the filing

389

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$189 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 39% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202467out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions79th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense39th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MORTON G. THALHIMER, INC. reported $1,242,146 in employer contributions across the plan and 389 active participants. That works out to $3,193 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 11.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 24.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context67/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,242,146
Participant contributions: $2,172,739
Other contributions: $776,283
Employer share of reported contributions: 36.4%
Beginning assets: $41,590,823
Ending assets: $49,927,858
Ending net assets: $49,927,858
Ending liabilities: $0
Total income: $10,659,315
Total expenses: $2,322,280
Administrative expenses: $87,326
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,872

2023

$3,051

2024

$3,193

Plan-paid administrative expenses per participant

2022

$152

2023

$162

2024

$189

Active participants

2022

350

2023

370

2024

389

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,193	389	49.9M	20251007155041NAL0004803249001
2023	$3,051	370	41.6M	20241001133946NAL0012520384001
2022	$2,872	350	35.4M	20230918095337NAL0058426722001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 541178996-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1992
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3B3D3H

Current plan terms

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Filing ACK_ID20251007155041NAL0004803249001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗