Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Mark Thomas & Company, Inc.
EIN 94-1451490civil engineeringLatest filing 2025
Plans
3
Retirement
2
$120.4M assets
Health & Benefits
1
$2.7M premiums
Participants
1,563
2833 JUNCTION AVENUE, SUITE 110 - SAN JOSE, CA 95134408-453-5373markthomas.comLinkedIn201-500 employeescivil engineering
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 / $120.4M assets / 1,128 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 858 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$316K
- Life$257K
- Short-term disability$257K
- Long-term disability$257K
- +1 more
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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#002
MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN
401(k)
Assets$80.6M
Participants697
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.8M
Participants431
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
MARK THOMAS & CO. , INC. EMPLOYEES WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$2.7M
Covered lives858
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | 401(k) | $80.6M | 697 | 2025 |
| #001 | MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.8M | 431 | 2025 |
- #002 · 401(k) · 2025697
- #001 · ESOP · 2025431
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | MARK THOMAS & CO. , INC. EMPLOYEES WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $2.7M | 858 | 2025 |
- #502 · Mixed · KAISER FOUNDATION HEALTH PLAN INC. · 2025858
Retirement plans
Health & Benefits plans