401(k) · DOL Form 5500 · 2022

Hamilton Families 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
115
Participants Small participant base
28th
Percentile by assets National rank
$11,410
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Hamilton Families 403(b) Plan · Sponsored by Hamilton Families · California · Healthcare & Social Assistance

$1M in assets, 115 participants

Hamilton Families's Hamilton Families 403(b) Plan reported $1M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,277 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Hamilton Families 403(b) Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $1M.

#5,277
in Healthcare & Social Assistance (20,060 peers)
+20.2%
assets growth YoY

Hamilton Families 403(b) Plan among the smaller filed plans by assets

Hamilton Families 403(b) Plan vs every filed plan by assets

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

$1,312,149 28th percentile higher than 28% 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 Families 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Families 403(b) Plan sits mid-pack in the medium band (115 participants).

Plan-year Form 5500 strip

Filing strip 943055602 · Hamilton Families PY 2022 · 401(k)

Hamilton Families 403(b) Plan · $1M · 115 · 28th

  • SCH $1M
  • EBSA 115
  • PART 28th
  • TYPE 401(k)
  • NET near Founders 401(k) Profit Sharing Plan
  • BOOK ind #5277

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Hamilton Families 403(b) Plan in the asset neighbourhood

Hamilton Families 403(b) Plan$1MFounders 401(k) Profit Sharing PlanFounders 401(k) Profit Shari…$1MCossetta's Retirement Savings 401(k) PlanCossetta's Retirement Saving…$1MTrodat USA, Inc. Retirement PlanTrodat USA, Inc. Retirement …$1MRochester Homes, Inc.$1M
End-of-year total assets ($M) among Hamilton Families 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$222K
Employer EIN943055602
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hamilton Families 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hamilton Families 403(b) Plan, Total assets ($B): 0.001312149 · Participants: 115Hamilton Families 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Hamilton Families 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hamilton Families 403(b) Plan side-by-side with 3 peers →

Hamilton Families 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Founders 401(k) Profit Sharing Plan in NY ($1M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Families 403(b) Plan assets move in 2022? ▼
Hamilton Families 403(b) Plan grew sharply - up 20.2% during 2022, from $1M to $1M. Reported net income was $222K.
Which 401(k) plans are similar in size to Hamilton Families 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Founders 401(k) Profit Sharing Plan in NY ($1M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Families 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 943055602.

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.