Money Purchase · DOL Form 5500 · 2023

Hamilton & Co. Cpa's Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$271,326
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hamilton & Co. Profit Sharing Plan & Trust · Sponsored by Hamilton & Co. Cpa's · Montana · Professional & Technical Services

$2M in assets, 7 participants

Hamilton & Co. Cpa's's Hamilton & Co. Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,207 in Professional & Technical Services (20,321 peers)

Hamilton & Co. Cpa's multi-year trail

Hamilton & Co. Cpa's's plans moved +16.5% in assets from 2022 to 2024; this filing shows Hamilton & Co. Profit Sharing Plan & Trust at $2M / 7 participants.

#5,207
in Professional & Technical Services (20,321 peers)
+7.4%
assets growth YoY

Hamilton & Co. Profit Sharing Plan & Trust among the smaller filed plans by assets

Hamilton & Co. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,899,283 30th percentile higher than 30% 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 & Co. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton & Co. Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton & Co. Profit Sharing Plan & Trust reported net income rose from -$782K in the plan year 2022 filing to $130K in the plan year 2023 filing.
  • Hamilton & Co. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810463005 · Hamilton & Co. Cpa's PY 2023 · Money Purchase

Hamilton & Co. Profit Sharing Plan & Trust · $2M · 7 · 30th

  • NET $2M
  • BOOK 7
  • VS-ST 30th
  • BOY Money Purchase
  • SCH near Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian
  • EBSA ind #5207

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 Montana →

Hamilton & Co. Profit Sharing Plan & Trust in the asset neighbourhood

U.S. Trackworks, LLC Money Purchase Pension PlanU.S. Trackworks, LLC Money P…$2MHamilton & Co. Profit Sharing Plan & TrustHamilton & Co. Profit Sharin…$2MMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$2MTyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$2MCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2M
End-of-year total assets ($M) among Hamilton & Co. Profit Sharing Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hamilton & Co. Cpa's multi-year asset trail

Sponsor-wide plan assets over time

All Hamilton & Co. Cpa's plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.452662583095325% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.77M $2.06M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 7 $2M

Hamilton & Co. Cpa's filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$130K
Employer EIN810463005
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Hamilton & Co. Profit Sharing Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300 Total assets ($M) Participants Hamilton & Co. Profit Sharing Plan & Trust, Total assets ($M): 1.899283 · Participants: 7Hamilton & Co. Profit Sharing Plan & TrustBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Hamilton & Co. Profit Sharing Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Hamilton & Co. Profit Sharing Plan & Trust side-by-side with 3 peers →

Hamilton & Co. Profit Sharing Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($2M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

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 & Co. Profit Sharing Plan & Trust assets move in 2023? ▼
Hamilton & Co. Profit Sharing Plan & Trust grew at a solid clip - up 7.4% during 2023, from $2M to $2M. Reported net income was $130K.
How have Hamilton & Co. Cpa's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton & Co. Cpa's's sponsor-wide assets grew 16.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Hamilton & Co. Profit Sharing Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Moises a. Villadelgado Dvm Morgan Stanley as Keogh Custodian in NY ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Hamilton & Co. Profit Sharing Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 810463005.

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.