401(k) · DOL Form 5500 · 2022
The Hamilton Family Charitable Trust 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $605,077
- Avg per participant High balance/head
Official DOL plan name: The Hamilton Family Charitable Trust · Sponsored by The Hamilton Family Charitable Trust · Pennsylvania · Other Services
$4M in assets, 6 participants
The Hamilton Family Charitable Trust's The Hamilton Family Charitable Trust reported $4M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,463 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, The Hamilton Family Charitable Trust ranks #5,463 of 8,398 2022 filers by assets (553% of the sector average)-$4M for 6 participants.
- #5,463
- in Other Services (8,398 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $940K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Hamilton Family Charitable Trust's mid-pack asset rank among Other Services and all filers
The Hamilton Family Charitable Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,630,463 44th percentile higher than 44% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Hamilton Family Charitable Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hamilton Family Charitable Trust is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 821671948 · The Hamilton Family Charitable Trust PY 2022 · 401(k)
The Hamilton Family Charitable Trust · $4M · 6 · 44th
- RANK $4M
- PHOTO 6
- IND 44th
- EOY 401(k)
- 5500 near Insight One 401(k) Savings Plan
- ASSETS ind #5463
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Pennsylvania →
The Hamilton Family Charitable Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$940K |
| Employer EIN | 821671948 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hamilton Family Charitable Trust)
Sponsor-wide plan assets over time
All The Hamilton Family Charitable Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.849935393915322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $4M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 7 | $3M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
The Hamilton Family Charitable Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Insight One 401(k) Savings Plan in TX ($4M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.