ESOP · DOL Form 5500 · 2023
Hamilton Point Holding Corporation ESOP
Data updated 2026-08-11
- $51M
- Total assets
- 95
- Participants
- 86th
- Percentile by assets
- $539,019
- Avg per participant
Official DOL plan name: Hamilton Point Investments ESOP · Sponsored by Hamilton Point Holding Corporation · Connecticut · Finance & Insurance
$51M in assets, 95 participants
Hamilton Point Holding Corporation's Hamilton Point Investments ESOP reported $51M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #6,930 in Finance & Insurance (8,869 peers)
Where Hamilton Point Investments ESOP sits by assets
Hamilton Point Investments ESOP sits in the top quartile of all filed plans by assets, $51M for 95 participants (~$539,019/participant).
- $51M
- total plan assets (2023 EOY)
- 95
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $539,019
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hamilton Point Investments ESOP vs the 2023 asset distribution
By assets, Hamilton Point Investments ESOP outranks 86% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$18M |
| Net Income | -$18M |
| Employer EIN | 884315353 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamilton Point Holding Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 95 | $51M |
| 2024 | 1 | 99 | $51M |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Hamilton Point Investments ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $360M · 269
- Sonalysts, Inc. Employee Stock Ownership Plan $125M · 418
- Bl Companies, Inc. Employee Stock Ownership Plan $113M · 323
- Eurpac Service, Inc. Employee Stock Ownership Plan $96M · 529
- Twin Mro Employee Stock Ownership Plan $83M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Hamilton Point Investments ESOP by total assets, not by location.
Frequently Asked Questions
How have Hamilton Point Holding Corporation plan assets changed over time? ▼
Where does Hamilton Point Investments ESOP rank by assets among Form 5500 filers? ▼
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Next read for Hamilton Point Investments ESOP
Scale reading
Ways to act on Hamilton Point Investments ESOP's numbers.
- By total assets, Hamilton Point Investments ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
- Hamilton Point Holding Corporation's sponsor-wide assets have declined 0.4% since 2023 across 2 plan years on file. More Finance & Insurance plans