401(k) · DOL Form 5500 · 2023

Hamilton U.S. Services LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
108
Participants Small participant base
54th
Percentile by assets National rank
$74,587
Avg per participant Below avg balance/head
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Official DOL plan name: Hamilton U.S. Services LLC 401(k) Plan · Sponsored by Hamilton U.S. Services LLC · New York · Finance & Insurance

$8M in assets, 108 participants

Hamilton U.S. Services LLC's Hamilton U.S. Services LLC 401(k) Plan reported $8M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,459 in Finance & Insurance (8,869 peers)

Coverage in New York

Hamilton U.S. Services LLC 401(k) Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,459
in Finance & Insurance (8,869 peers)
+106.7%
assets growth YoY

Hamilton U.S. Services LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hamilton U.S. Services LLC 401(k) Plan vs every filed plan by assets

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

$8,055,431 Top 46% higher than 54% 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 U.S. Services LLC 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. Hamilton U.S. Services LLC 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton U.S. Services LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hamilton U.S. Services LLC 401(k) Plan reported participants rose from 57 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Hamilton U.S. Services LLC 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 384043405 · Hamilton U.S. Services LLC PY 2023 · 401(k)

Hamilton U.S. Services LLC 401(k) Plan · $8M · 108 · 54th

  • EOY $8M
  • 5500 108
  • ASSETS 54th
  • PCT 401(k)
  • EIN near New Sunshine, LLC 401(k) Plan
  • RANK ind #3459

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 Finance & Insurance retirement plans → · Plans in New York →

Hamilton U.S. Services LLC 401(k) Plan in the asset neighbourhood

Hamilton U.S. Services LLC 401(k) PlanHamilton U.S. Services LLC 4…$8MNew Sunshine, LLC 401(k) Plan$8MSiena Engineering Group, Inc. 401(k) PlanSiena Engineering Group, Inc…$8MSaporito Finishing Company 401(k) PlanSaporito Finishing Company 4…$8MSpa Performance, Inc. Dba Sparxiq 401(k) Profit Sharing PlanSpa Performance, Inc. Dba Sp…$8M
End-of-year total assets ($M) among Hamilton U.S. Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN384043405
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton U.S. Services LLC)

Sponsor-wide plan assets over time

All Hamilton U.S. Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 250.8885042276246% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.9M $13.7M ▲ +250.5%
Year Plans Participants Total Assets
2022 1 57 $4M
2023 1 108 $8M
2024 1 141 $14M

Nearby 401(k) Plans in New York

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

Hamilton U.S. Services LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hamilton U.S. Services LLC 401(k) Plan, Total assets ($B): 0.008055431 · Participants: 108Hamilton U.S. Services LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hamilton U.S. Services LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hamilton U.S. Services LLC 401(k) Plan side-by-side with 3 peers →

Hamilton U.S. Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is New Sunshine, LLC 401(k) Plan in IN ($8M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 U.S. Services LLC 401(k) Plan assets move in 2023? ▼
Hamilton U.S. Services LLC 401(k) Plan surged - up 106.7% during 2023, from $4M to $8M. Reported net income was $4M.
How have Hamilton U.S. Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton U.S. Services LLC's sponsor-wide assets grew 250.9%, from $4M to $14M.
Which 401(k) plans are similar in size to Hamilton U.S. Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Sunshine, LLC 401(k) Plan in IN ($8M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton U.S. Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 384043405.

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.