Money Purchase · DOL Form 5500 · 2022

Hamilton & Co. Cpa's Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$252,743
Avg per participant Above avg balance/head
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Official DOL plan name: Hamilton & Co. Profit Sharing Plan & Trust · Sponsored by Hamilton & Co. Cpa's · Montana · Professional & Technical Services

$2M in assets, 7 participants

Hamilton & Co. Cpa's's Hamilton & Co. Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,131 in Professional & Technical Services (21,562 peers)

Hamilton & Co. Cpa's multi-year trail

Hamilton & Co. Cpa's's plans moved +16.5% in assets from 2022 to 2024; this filing shows Hamilton & Co. Profit Sharing Plan & Trust at $2M / 7 participants.

#6,131
in Professional & Technical Services (21,562 peers)
-30.6%
assets change YoY

The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamilton & Co. Profit Sharing Plan & Trust among the smaller filed plans by assets

Hamilton & Co. Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,769,203 32nd percentile higher than 32% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hamilton & Co. Profit Sharing Plan & 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. Hamilton & Co. Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 810463005 · Hamilton & Co. Cpa's PY 2022 · Money Purchase

Hamilton & Co. Profit Sharing Plan & Trust · $2M · 7 · 32nd

  • NET $2M
  • BOOK 7
  • VS-ST 32nd
  • BOY Money Purchase
  • SCH near Decorators and Displaymen Local 39-U Annuity Plan
  • EBSA ind #6131

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 Professional & Technical Services retirement plans → · Plans in Montana →

Hamilton & Co. Profit Sharing Plan & Trust in the asset neighbourhood

Child Guidance Clinic for Central Connecticut 401(a) DCChild Guidance Clinic for Ce…$2MDecorators and Displaymen Local 39-U Annuity PlanDecorators and Displaymen Lo…$2MHamilton & Co. Profit Sharing Plan & TrustHamilton & Co. Profit Sharin…$2MTimothy J Buckley Self Employed Retirement PlanTimothy J Buckley Self Emplo…$2MNorthfield Care Center Inc. Retirement PlanNorthfield Care Center Inc. …$2M
End-of-year total assets ($M) among Hamilton & Co. Profit Sharing Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Hamilton & Co. Cpa's multi-year asset trail

Sponsor-wide plan assets over time

All Hamilton & Co. Cpa's plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.452662583095325% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.77M $2.06M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $2M

Hamilton & Co. Cpa's filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$782K
Employer EIN810463005
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Hamilton & Co. Profit Sharing Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150200250 Total assets ($M) Participants Hamilton & Co. Profit Sharing Plan & Trust, Total assets ($M): 1.769203 · Participants: 7Hamilton & Co. Profit Sharing Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 205.325332 · Participants: 3408Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 71.449213 · Participants: 1766Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 30.67638 · Participants: 450Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 15.751677 · Participants: 226Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 13.531646 · Participants: 180Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Hamilton & Co. Profit Sharing Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Hamilton & Co. Profit Sharing Plan & Trust side-by-side with 3 peers →

Hamilton & Co. Profit Sharing Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Decorators and Displaymen Local 39-U Annuity Plan in MO ($2M); by covered participants it is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Hamilton & Co. Profit Sharing Plan & Trust assets move in 2022? ▼
Hamilton & Co. Profit Sharing Plan & Trust contracted severely - down 30.6% during 2022, from $3M to $2M. Reported net income was -$782K.
How have Hamilton & Co. Cpa's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton & Co. Cpa's's sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Hamilton & Co. Profit Sharing Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Decorators and Displaymen Local 39-U Annuity Plan in MO ($2M, 108 participants).
Which Money Purchase plans cover a similar participant headcount to Hamilton & Co. Profit Sharing Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810463005.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.