Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#004)$72.6M
Filings through .
Top hat
Thalhimer, Inc.
EIN 54-1178996real estateLatest filing 2025
Plans
3
Retirement
2
$128.7M assets
Health & Benefits
1
$425K premiums
Participants
1,508
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $128.7M assets / 1,160 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$56.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $425K premiums / 643 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$191K
- Life$84K
- Other$84K
- Long-term disability$79K
- Vision$71K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
THALHIMER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$72.6M
Participants625
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THALHIMER, INC. 401(K) PLAN
401(k)
Assets$56.1M
Participants535
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MORTON G. THALHIMER, INC. EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF VIRGINIA
Premiums$425K
Covered lives643
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | THALHIMER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $72.6M | 625 | 2025 |
| #002 | THALHIMER, INC. 401(K) PLAN | 401(k) | $56.1M | 535 | 2025 |
- #004 · ESOP · 2025625
- #002 · 401(k) · 2025535
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MORTON G. THALHIMER, INC. EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF VIRGINIA | $425K | 643 | 2025 |
- #501 · Mixed · DELTA DENTAL OF VIRGINIA · 2025643
Retirement plans
Health & Benefits plans