A. Morton Thomas And Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
A. Morton Thomas And Associates, Inc. 401(k) Login
129 former A. Morton Thomas And Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
A. Morton Thomas And Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.75 million went into the plan in contributions, $1.66 million of it from the employer (29%).
- $11.5 million was paid out to participants.
- Investment and other income added $9.94 million.
- Administrative expenses were $130,020, about $220 per account.
How the A. Morton Thomas And Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 643 | $57.2 million | $1.77 million | $2.34 million |
| 2020 | 645 | $66.9 million | $1.57 million | $3.65 million |
| 2021 | 597 | $77.3 million | $1.57 million | $3.69 million |
| 2022 | 618 | $63.7 million | $1.61 million | $4.77 million |
| 2023 | 651 | $73.8 million | $1.67 million | $5.93 million |
| 2024 | 665 | $77.8 million | $1.66 million | $11.5 million |
A. Morton Thomas And Associates, Inc. 401(k) Contact Information
Questions about the A. Morton Thomas And Associates, Inc. 401(k)
Does A. Morton Thomas And Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.66 million, 29% of all contributions.
Does the A. Morton Thomas And Associates, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the A. Morton Thomas And Associates, Inc 401(k) plan?
665 participants at the start of plan year 2024, 509 of them active employees, and 129 former employees who still had money in the plan.
What is the average 401(k) balance at A. Morton Thomas And Associates, Inc?
About $131,899 per account: $77.8 million in plan assets across 590 accounts with a balance at the end of plan year 2024.
Who manages the A. Morton Thomas And Associates, Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at A. Morton Thomas And Associates, Inc. How do I access my 401(k)?
Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.