401(k) · DOL Form 5500 · 2023

Hamilton & Company, LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Hamilton & Company, LLP 401(k) Profit Sharing Plan · Sponsored by Hamilton & Company, LLP · California · Professional & Technical Services

$3M in assets, 3 participants

Hamilton & Company, LLP's Hamilton & Company, LLP 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,122 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Hamilton & Company, LLP 401(k) Profit Sharing Plan holds $3M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#7,122
in Professional & Technical Services (20,321 peers)
-4.6%
assets change YoY

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamilton & Company, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hamilton & Company, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,490,130 38th percentile higher than 38% of 127,068 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 2023

Hamilton & Company, LLP 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton & Company, LLP 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton & Company, LLP 401(k) Profit Sharing Plan reported net income fell from $20K in the plan year 2022 filing to -$164K in the plan year 2023 filing.
  • Hamilton & Company, LLP 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Hamilton & Company, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770266252 · Hamilton & Company, LLP PY 2023 · 401(k)

Hamilton & Company, LLP 401(k) Profit Sharing Plan · $3M · 3 · 38th

  • IND $3M
  • IND 3
  • IND 38th
  • IND 401(k)
  • IND near Advanced Photographic Solutions Retirement Savings Plan
  • IND ind #7122

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 California →

Hamilton & Company, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Hamilton & Company, LLP 401(k) Profit Sharing PlanHamilton & Company, LLP 401(…$3MAdvanced Photographic Solutions Retirement Savings PlanAdvanced Photographic Soluti…$3MLevy School Bus Co. 401(k) Profit Sharing PlanLevy School Bus Co. 401(k) P…$3MInspire Communities, LLC 401(k) PlanInspire Communities, LLC 401…$3MRobert L. Caulkins, D.O. 401(k) Profit Sharing PlanRobert L. Caulkins, D.O. 401…$3M
End-of-year total assets ($M) among Hamilton & Company, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$164K
Employer EIN770266252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton & Company, LLP)

Sponsor-wide plan assets over time

All Hamilton & Company, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.863646005545789% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.66M $4.02M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 3 $3M
2024 1 3 $4M

Nearby 401(k) Plans in California

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

Hamilton & Company, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hamilton & Company, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.00349013 · Participants: 3Hamilton & Company, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hamilton & Company, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hamilton & Company, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hamilton & Company, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advanced Photographic Solutions Retirement Savings Plan in TN ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hamilton & Company, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Hamilton & Company, LLP 401(k) Profit Sharing Plan edged down modestly - down 4.6% during 2023, from $4M to $3M. Reported net income was -$164K.
How have Hamilton & Company, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton & Company, LLP's sponsor-wide assets grew 9.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Hamilton & Company, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Photographic Solutions Retirement Savings Plan in TN ($3M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton & Company, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770266252.

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.