Back to filter
Original filing (PDF)20250611064117NAL0015510817001
THOMAS ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
THOMAS ASSOCIATES, INC. 401(K) PSP
401(k) retirement plan
Active participants
20
Accounts w/ balance
28
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS ASSOCIATES, INC..
Plan sponsor
Name
THOMAS ASSOCIATES, INC.
EIN
34-0823346
Address
1300 SUMNER AVENUE · CLEVELAND, OH · 44115
Phone
(216) 241-7333
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
SEARCH FOR COMMON GROUND
SEARCH FOR COMMON GROUND 403(B) RETIREMENT PLAN
$8.0M · 93 participants
SCHNEIDER WALLACE COTTRELL KON
SCHNEIDER WALLACE COTTRELL KON 401(K) PROFIT SHARING PLAN & TRUST
$8.0M · 88 participants
VANGUARD MANAGEMENT ASSOCIATES, INC
VANGUARD MANAGEMENT ASSOCIATES, INC. 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST
$8.0M · 18 participants
CENTENNIAL ELEVATOR INDUSTRIES, INC
CENTENNIAL ELEVATOR INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$8.0M · 33 participants
DVSPORT, INC.
DVSPORT, INC. 401(K) PLAN
$8.0M · 100 participants
CONSTELLATION MANAGEMENT CORPORATION
CONSTELLATION MANAGEMENT CORPORATION RETIREMENT PLAN AND TRUST
$8.0M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants