How big is Thomas Wealth Inc.'s plan?

Thomas Wealth Inc.'s plan reported $351K in assets and 2 participants for 2025.

Original filing (PDF)20260424221212NAL0013347282081

Thomas Wealth Inc.

Name: Thomas Wealth Inc. — Thomas Wealth 401(k) Plan, Form 5500 (2025)
Creator: Thomas Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas Wealth 401(k) Plan

401(k) retirement plan · Thomas Wealth Inc.'s Thomas Wealth 401(k) Plan held $351K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

Plan identifiers

Thomas Wealth Inc.'s EIN is 87-3919411.

EIN 87-3919411

Plan number 001

Plan year 2025

ACK ID 20260424221212NAL0013347282081

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thomas Wealth Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thomas Wealth Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS WEALTH INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score