Profit Sharing · DOL Form 5500 · 2023

Richard Hambleton Inc Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
11
Participants Small participant base
55th
Percentile by assets National rank
$758,015
Avg per participant High balance/head
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Official DOL plan name: Richard Hambleton Inc Profit Sharing Plan · Sponsored by Richard Hambleton Inc · California · Healthcare & Social Assistance

$8M in assets, 11 participants

Richard Hambleton Inc's Richard Hambleton Inc Profit Sharing Plan reported $8M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,655 in Healthcare & Social Assistance (17,684 peers)

Richard Hambleton Inc multi-year trail

Richard Hambleton Inc's plans moved +21.3% in assets from 2022 to 2024; this filing shows Richard Hambleton Inc Profit Sharing Plan at $8M / 11 participants.

#10,655
in Healthcare & Social Assistance (17,684 peers)
+113.0%
assets growth YoY

Richard Hambleton Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard Hambleton Inc Profit Sharing Plan vs every filed plan by assets

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

$8,338,160 Top 45% higher than 55% 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

Richard Hambleton Inc Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Hambleton Inc Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard Hambleton Inc Profit Sharing Plan reported net income rose from -$346K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Richard Hambleton Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Richard Hambleton Inc Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952668577 · Richard Hambleton Inc PY 2023 · Profit Sharing

Richard Hambleton Inc Profit Sharing Plan · $8M · 11 · 55th

  • NET $8M
  • NET 11
  • NET 55th
  • NET Profit Sharing
  • NET near W.L. Roenigk Inc. Retirement Plan
  • NET ind #10655

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 →

Richard Hambleton Inc Profit Sharing Plan in the asset neighbourhood

S.J. Fuel Co., Inc. Retirement Trust (Psp)S.J. Fuel Co., Inc. Retireme…$8MFpi Industries Inc Profit Sharing PlanFpi Industries Inc Profit Sh…$8MRichard Hambleton Inc Profit Sharing PlanRichard Hambleton Inc Profit…$8MW.L. Roenigk Inc. Retirement PlanW.L. Roenigk Inc. Retirement…$8MGolden Arch Development LLC Savings and Profit Sharing PlanGolden Arch Development LLC …$8M
End-of-year total assets ($M) among Richard Hambleton Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Richard Hambleton Inc multi-year asset trail

Sponsor-wide plan assets over time

All Richard Hambleton Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.307243571815732% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.68M $9.31M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 21 $8M
2023 2 23 $8M
2024 2 20 $9M

Richard Hambleton Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN952668577
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Richard Hambleton Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Richard Hambleton Inc Profit Sharing Plan, Total assets ($B): 0.00833816 · Participants: 11Richard Hambleton Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Richard Hambleton Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Richard Hambleton Inc Profit Sharing Plan side-by-side with 3 peers →

Richard Hambleton Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is W.L. Roenigk Inc. Retirement Plan in PA ($8M); by covered participants it is The Notched Tongue Inc. Retirement Plan in OK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Richard Hambleton Inc Profit Sharing Plan assets move in 2023? ▼
Richard Hambleton Inc Profit Sharing Plan surged - up 113.0% during 2023, from $4M to $8M. Reported net income was $4M.
How have Richard Hambleton Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Hambleton Inc's sponsor-wide assets grew 21.3%, from $8M to $9M.
Which Profit Sharing plans are similar in size to Richard Hambleton Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is W.L. Roenigk Inc. Retirement Plan in PA ($8M, 233 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard Hambleton Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Notched Tongue Inc. Retirement Plan in OK (11 participants, $707K 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 952668577.

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.