ESOP · DOL Form 5500 · 2023

Hamilton Point Holding Corporation ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
95
Participants Small participant base
86th
Percentile by assets National rank
$539,019
Avg per participant High balance/head
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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.

  • #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).

#6,930
in Finance & Insurance (8,869 peers)
-$18M
reported net income
0.5×
vs typical plan assets (national mean)

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's outsized position by total assets

Hamilton Point Investments ESOP vs every filed plan by assets

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

$51,206,792 Top 14% higher than 86% 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 Point Investments ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Point Investments ESOP is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 884315353 · Hamilton Point Holding Corporation PY 2023 · ESOP

Hamilton Point Investments ESOP · $51M · 95 · 86th

  • EIN $51M
  • EIN 95
  • EIN 86th
  • EIN ESOP
  • EIN near Valsource, Inc. Employee Stock Ownership Plan
  • EIN ind #6930

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 What is an ESOP? → · Plans in Connecticut →

Hamilton Point Investments ESOP in the asset neighbourhood

Ferguson Electric Employee Stock Ownership PlanFerguson Electric Employee S…$51MHamilton Point Investments ESOPHamilton Point Investments E…$51MValsource, Inc. Employee Stock Ownership PlanValsource, Inc. Employee Sto…$51MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$51MBuist Electric Inc Employee Stock Ownership PlanBuist Electric Inc Employee …$51M
End-of-year total assets ($M) among Hamilton Point Investments ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$18M
Net Income-$18M
Employer EIN884315353
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Point Holding Corporation)

Sponsor-wide plan assets over time

All Hamilton Point Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$51M 0.4025755020935504% vs 2023
2024 filing year
$50.9M$51M$51.1M$51.2M$51.3M 20232024 $51.2M $51M ▼ -0.4%
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 Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Hamilton Point Investments ESOP, Total assets ($M): 51.206792 · Participants: 95Hamilton Point Investments ESOPMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Hamilton Point Investments ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Hamilton Point Investments ESOP side-by-side with 3 peers →

Hamilton Point Investments ESOP's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Valsource, Inc. Employee Stock Ownership Plan in PA ($51M); by covered participants it is Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 have Hamilton Point Holding Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hamilton Point Holding Corporation's sponsor-wide assets declined 0.4%, from $51M to $51M.
Where does Hamilton Point Investments ESOP rank by assets among Form 5500 filers? ▼
Hamilton Point Investments ESOP ranks in the 86th 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 ESOP plans are similar in size to Hamilton Point Investments ESOP? ▼
Among ESOP plans in other states, the closest by assets is Valsource, Inc. Employee Stock Ownership Plan in PA ($51M, 186 participants).
Which ESOP plans cover a similar participant headcount to Hamilton Point Investments ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Waconia Manufacturing, Inc. Employee Stock Ownership Plan in MN (95 participants, $377K 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 884315353.

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.