401(k) · DOL Form 5500 · 2022
Hamilton Financial Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $831,152
- Avg per participant High balance/head
Official DOL plan name: Hamilton Financial Inc 401 K Profit Sharing Plan · Sponsored by Hamilton Financial Inc · Massachusetts · Finance & Insurance
$2M in assets, 3 participants
Hamilton Financial Inc's Hamilton Financial Inc 401 K Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #2,328 in Finance & Insurance (9,261 peers)
2022 asset change
Hamilton Financial Inc 401 K Profit Sharing Plan declined sharply 27.7% in 2022 ($3M → $2M) for 3 participants.
- #2,328
- in Finance & Insurance (9,261 peers)
- -27.7%
- assets change YoY
The plan reported a net loss of $955K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hamilton Financial Inc 401 K Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Hamilton Financial Inc 401 K Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,493,455 37th percentile higher than 37% 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
Hamilton Financial Inc 401 K Profit Sharing Plan 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 Financial Inc 401 K Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 042998757 · Hamilton Financial Inc PY 2022 · 401(k)
Hamilton Financial Inc 401 K Profit Sharing Plan · $2M · 3 · 37th
- NET $2M
- NET 3
- NET 37th
- NET 401(k)
- NET near Bear Republic Brewing Co., Inc. 401(k) Plan
- NET ind #2328
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Hamilton Financial Inc 401 K Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$955K |
| Employer EIN | 042998757 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Hamilton Financial Inc 401 K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bear Republic Brewing Co., Inc. 401(k) Plan in CA ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.