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ARNOLD J. THOMAS & SON, INC. — ARNOLD J. THOMAS & SON, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260217133656NAL0006140769001
ARNOLD J. THOMAS & SON, INC.
Form 5500-SF
FILING_RECEIVED
ARNOLD J. THOMAS & SON, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
31
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARNOLD J. THOMAS & SON, INC.
.
Find decision makers
Plan sponsor
Name
ARNOLD J. THOMAS & SON, INC.
EIN
93-0505016
Address
P.O. BOX 883 · SPRINGFIELD, OR · 97477
Phone
(541) 266-2955
Industry
Transportation & Warehousing
see all
Plan administrator
Name
TRUSTEES OF THE ARNOLD J. THOMAS & SON, INC. RETIREMENT SAVINGS PLAN
EIN
26-0106733
City
SPRINGFIELD, OR
Phone
(541) 266-2955
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
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.
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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L.J. ROGERS, INC.
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$12.5B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
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PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
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PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
