401(k) · DOL Form 5500 · 2023
Hammontree & Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $114,556
- Avg per participant Below avg balance/head
Official DOL plan name: Hammontree & Associates Limited Savings and Security Plan · Sponsored by Hammontree & Associates, Ltd. · Ohio · Professional & Technical Services
$5M in assets, 48 participants
Hammontree & Associates, Ltd.'s Hammontree & Associates Limited Savings and Security Plan reported $5M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #8,972 in Professional & Technical Services (20,321 peers)
Hammontree & Associates, Ltd. multi-year trail
Hammontree & Associates, Ltd.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Hammontree & Associates Limited Savings and Security Plan at $5M / 48 participants.
- #8,972
- in Professional & Technical Services (20,321 peers)
- +26.8%
- assets growth YoY
Hammontree & Associates Limited Savings and Security Plan's mid-pack asset rank among Professional & Technical Services and all filers
Hammontree & Associates Limited Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,498,682 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hammontree & Associates Limited Savings and Security 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. Hammontree & Associates Limited Savings and Security Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hammontree & Associates Limited Savings and Security Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Hammontree & Associates Limited Savings and Security Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Hammontree & Associates Limited Savings and Security Plan reported participants fell from 49 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341147301 · Hammontree & Associates, Ltd. PY 2023 · 401(k)
Hammontree & Associates Limited Savings and Security Plan · $5M · 48 · 46th
- BOOK $5M
- VS-ST 48
- BOY 46th
- SCH 401(k)
- EBSA near Pacific Ag Rentals, LLC 401(k) Plan
- PART ind #8972
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 Ohio →
Hammontree & Associates Limited Savings and Security Plan in the asset neighbourhood
Hammontree & Associates, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Hammontree & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.18767361681584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 91 | $6M |
| 2023 | 2 | 91 | $8M |
| 2024 | 2 | 89 | $9M |
Hammontree & Associates, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 341147301 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Hammontree & Associates Limited Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Pacific Ag Rentals, LLC 401(k) Plan in CA ($5M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Pacific Ag Rentals, LLC 401(k) Plan (CA) $5M · 212
- Care Capital Management Employee Savings Plan (PA) $5M · 123
- 213 Management, LLC 401(k) Plan (IL) $5M · 48
- Design Laboratory Inc. 401(k)Plan (WA) $5M · 104
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.