401(k) · DOL Form 5500 · 2023

Hamilton Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
123
Participants Small participant base
85th
Percentile by assets National rank
$396,057
Avg per participant High balance/head
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Official DOL plan name: Hamilton Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Hamilton Partners, Inc. · Illinois · Real Estate

$49M in assets, 123 participants

Hamilton Partners, Inc.'s Hamilton Partners, Inc. 401(k) Profit Sharing Plan reported $49M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,463 in Real Estate (4,727 peers)

Coverage in Illinois

Hamilton Partners, Inc. 401(k) Profit Sharing Plan covers 123 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $49M.

#4,463
in Real Estate (4,727 peers)
+20.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hamilton Partners, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Hamilton Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$48,715,048 Top 15% higher than 85% 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 Partners, Inc. 401(k) Profit Sharing 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. Hamilton Partners, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton Partners, Inc. 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hamilton Partners, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363497974 · Hamilton Partners, Inc. PY 2023 · 401(k)

Hamilton Partners, Inc. 401(k) Profit Sharing Plan · $49M · 123 · 85th

  • ASSETS $49M
  • ASSETS 123
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Hanford Guards Union Local 21 Savings Plan
  • ASSETS ind #4463

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 Real Estate retirement plans → · Plans in Illinois →

Hamilton Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Hamilton Partners, Inc. 401(k) Profit Sharing PlanHamilton Partners, Inc. 401(…$49MHanford Guards Union Local 21 Savings PlanHanford Guards Union Local 2…$49MAvidex Industries Savings Investment PlanAvidex Industries Savings In…$49MBell Partners Inc. 401(k) Retirement PlanBell Partners Inc. 401(k) Re…$49MFirst York Ban Corp and Subsidiaries Profit Sharing PlanFirst York Ban Corp and Subs…$49M
End-of-year total assets ($M) among Hamilton Partners, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN363497974
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Partners, Inc.)

Sponsor-wide plan assets over time

All Hamilton Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 39.435051627772026% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.5M $56.5M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 123 $40M
2023 1 123 $49M
2024 1 122 $56M

Nearby 401(k) Plans in Illinois

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

Hamilton Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hamilton Partners, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.048715048 · Participants: 123Hamilton Partners, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Hamilton Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Hamilton Partners, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hamilton Partners, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hanford Guards Union Local 21 Savings Plan in WA ($49M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Partners, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Hamilton Partners, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2023, from $40M to $49M. Reported net income was $8M.
How have Hamilton Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Partners, Inc.'s sponsor-wide assets grew 39.4%, from $40M to $56M.
Where does Hamilton Partners, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hamilton Partners, Inc. 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hamilton Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanford Guards Union Local 21 Savings Plan in WA ($49M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 363497974.

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.