401(k) · DOL Form 5500 · 2023

Hamilton Lane Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
477
Participants Below avg headcount
90th
Percentile by assets National rank
$166,006
Avg per participant Above avg balance/head
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Official DOL plan name: Hamilton Lane Advisors, LLC 401(k) Plan · Sponsored by Hamilton Lane Advisors, LLC · Pennsylvania · Finance & Insurance

$79M in assets, 477 participants

Hamilton Lane Advisors, LLC's Hamilton Lane Advisors, LLC 401(k) Plan reported $79M in total assets and 477 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,443 in Finance & Insurance (8,869 peers)

Where Hamilton Lane Advisors, LLC 401(k) Plan sits by assets

Hamilton Lane Advisors, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 477 participants (~$166,006/participant), up 31.2% in 2023.

#7,443
in Finance & Insurance (8,869 peers)
+31.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Hamilton Lane Advisors, LLC 401(k) Plan's outsized position by total assets

Hamilton Lane Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$79,185,050 Top 10% higher than 90% 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 Lane Advisors, 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 Lane Advisors, LLC 401(k) Plan sits mid-pack in the medium band (477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton Lane Advisors, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Hamilton Lane Advisors, LLC 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Hamilton Lane Advisors, LLC 401(k) Plan reported participants rose from 419 in the plan year 2022 filing to 477 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232962336 · Hamilton Lane Advisors, LLC PY 2023 · 401(k)

Hamilton Lane Advisors, LLC 401(k) Plan · $79M · 477 · 90th

  • NET $79M
  • BOOK 477
  • VS-ST 90th
  • BOY 401(k)
  • SCH near The Bob Jones University Retirement Fund
  • EBSA ind #7443

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 Pennsylvania →

Hamilton Lane Advisors, LLC 401(k) Plan in the asset neighbourhood

See's Retirement Plan$79MHamilton Lane Advisors, LLC 401(k) PlanHamilton Lane Advisors, LLC …$79MInari Medical, Inc. 401(k) PlanInari Medical, Inc. 401(k) P…$79MThe Bob Jones University Retirement FundThe Bob Jones University Ret…$79MAcademy of Art University 401(k) Retirement PlanAcademy of Art University 40…$79M
End-of-year total assets ($M) among Hamilton Lane Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$79M
Net Income$19M
Employer EIN232962336
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Lane Advisors, LLC)

Sponsor-wide plan assets over time

All Hamilton Lane Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 57.1938050482281% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.4M $94.9M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 419 $60M
2023 1 477 $79M
2024 1 554 $95M

Nearby 401(k) Plans in Pennsylvania

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

Hamilton Lane Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hamilton Lane Advisors, LLC 401(k) Plan, Total assets ($B): 0.07918505 · Participants: 477Hamilton Lane Advisors, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Hamilton Lane Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hamilton Lane Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Hamilton Lane Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Bob Jones University Retirement Fund in SC ($79M); by covered participants it is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (477 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 Lane Advisors, LLC 401(k) Plan assets move in 2023? ▼
Hamilton Lane Advisors, LLC 401(k) Plan surged - up 31.2% during 2023, from $60M to $79M. Reported net income was $19M.
How have Hamilton Lane Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Lane Advisors, LLC's sponsor-wide assets grew 57.2%, from $60M to $95M.
Where does Hamilton Lane Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Hamilton Lane Advisors, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hamilton Lane Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bob Jones University Retirement Fund in SC ($79M, 1,363 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Lane Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Talking Rain 401 (K) Retirement Plan and Trust in WA (477 participants, $38M 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 232962336.

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.