401(k) · DOL Form 5500 · 2023

Jones-Hamilton Co. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
106
Participants Small participant base
48th
Percentile by assets National rank
$56,789
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jones-Hamilton Co. 401(k) Plan · Sponsored by Jones-Hamilton Co. · Ohio · Manufacturing

$6M in assets, 106 participants

Jones-Hamilton Co.'s Jones-Hamilton Co. 401(k) Plan reported $6M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,941 in Manufacturing (18,722 peers)

Coverage in Ohio

Jones-Hamilton Co. 401(k) Plan covers 106 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#5,941
in Manufacturing (18,722 peers)
+30.2%
assets growth YoY

Jones-Hamilton Co. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Jones-Hamilton Co. 401(k) Plan vs every filed plan by assets

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

$6,019,674 48th percentile higher than 48% 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

Jones-Hamilton Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jones-Hamilton Co. 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jones-Hamilton Co. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jones-Hamilton Co. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Jones-Hamilton Co. 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203745300 · Jones-Hamilton Co. PY 2023 · 401(k)

Jones-Hamilton Co. 401(k) Plan · $6M · 106 · 48th

  • ASSETS $6M
  • PCT 106
  • EIN 48th
  • RANK 401(k)
  • PHOTO near Joseph's Gourmet Pasta Company 401(k) Plan
  • IND ind #5941

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 Manufacturing retirement plans → · Plans in Ohio →

Jones-Hamilton Co. 401(k) Plan in the asset neighbourhood

Jones-Hamilton Co. 401(k) PlanJones-Hamilton Co. 401(k) Pl…$6MJoseph's Gourmet Pasta Company 401(k) PlanJoseph's Gourmet Pasta Compa…$6MUnited Contractors 401(k) Retirement PlanUnited Contractors 401(k) Re…$6MVolk Enterprises, Inc./Safety Today 401(k) Plan and TrustVolk Enterprises, Inc./Safet…$6ML.K.L. Associates, Inc. 401(k) Profit Sharing PlanL.K.L. Associates, Inc. 401(…$6M
End-of-year total assets ($M) among Jones-Hamilton Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN203745300
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jones-Hamilton Co.)

Sponsor-wide plan assets over time

All Jones-Hamilton Co. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 22.60444684469368% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $156M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 195 $127M
2023 2 203 $146M
2024 2 241 $156M

Nearby 401(k) Plans in Ohio

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

Jones-Hamilton Co. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jones-Hamilton Co. 401(k) Plan, Total assets ($B): 0.006019674 · Participants: 106Jones-Hamilton Co. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Jones-Hamilton Co. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jones-Hamilton Co. 401(k) Plan side-by-side with 3 peers →

Jones-Hamilton Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Joseph's Gourmet Pasta Company 401(k) Plan in MA ($6M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Jones-Hamilton Co. 401(k) Plan assets move in 2023? ▼
Jones-Hamilton Co. 401(k) Plan surged - up 30.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Jones-Hamilton Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jones-Hamilton Co.'s sponsor-wide assets grew 22.6%, from $127M to $156M.
Which 401(k) plans are similar in size to Jones-Hamilton Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joseph's Gourmet Pasta Company 401(k) Plan in MA ($6M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Jones-Hamilton Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 203745300.

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.