401(k) · DOL Form 5500 · 2024

Hammontree & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
46
Participants Small participant base
47th
Percentile by assets National rank
$141,188
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hammontree & Associates Limited Savings and Security Plan · Sponsored by Hammontree & Associates, Ltd. · Ohio · Professional & Technical Services

$6M in assets, 46 participants

Hammontree & Associates, Ltd.'s Hammontree & Associates Limited Savings and Security Plan reported $6M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,051 in Professional & Technical Services (20,173 peers)

Hammontree & Associates, Ltd. multi-year trail

Hammontree & Associates, Ltd.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Hammontree & Associates Limited Savings and Security Plan at $6M / 46 participants.

#9,051
in Professional & Technical Services (20,173 peers)
+18.1%
assets growth YoY

Hammontree & Associates Limited Savings and Security Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hammontree & Associates Limited Savings and Security Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,494,650 47th percentile higher than 47% of 123,620 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 2024

Hammontree & Associates Limited Savings and Security Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hammontree & Associates Limited Savings and Security Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hammontree & Associates Limited Savings and Security Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Hammontree & Associates Limited Savings and Security Plan reported net income fell from $1M in the plan year 2023 filing to $996K in the plan year 2024 filing.
  • Hammontree & Associates Limited Savings and Security Plan reported participants fell from 48 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341147301 · Hammontree & Associates, Ltd. PY 2024 · 401(k)

Hammontree & Associates Limited Savings and Security Plan · $6M · 46 · 47th

  • RANK $6M
  • PHOTO 46
  • IND 47th
  • EOY 401(k)
  • 5500 near Carpenters Southwest Administrative Corporation Profit Sharing Plan
  • ASSETS ind #9051

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 Ohio →

Hammontree & Associates Limited Savings and Security Plan in the asset neighbourhood

Sdi International Corp. 401(k) PlanSdi International Corp. 401(…$6MHammontree & Associates Limited Savings and Security PlanHammontree & Associates Limi…$6MCarpenters Southwest Administrative Corporation Profit Sharing PlanCarpenters Southwest Adminis…$6MContributor Development Partnership, Pbc Retirement PlanContributor Development Part…$6MMyers Park Country Club 401(k) PlanMyers Park Country Club 401(…$6M
End-of-year total assets ($M) among Hammontree & Associates Limited Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hammontree & Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Hammontree & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 35.18767361681584% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.33M $8.56M ▲ +35.2%
Year Plans Participants Total Assets
2022 2 91 $6M
2023 2 91 $8M
2024 2 89 $9M

Hammontree & Associates, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$996K
Employer EIN341147301
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Hammontree & Associates Limited Savings and Security Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hammontree & Associates Limited Savings and Security Plan, Total assets ($B): 0.00649465 · Participants: 46Hammontree & Associates Limited Savings and Security PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Hammontree & Associates Limited Savings and Security Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hammontree & Associates Limited Savings and Security Plan side-by-side with 3 peers →

Hammontree & Associates Limited Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Carpenters Southwest Administrative Corporation Profit Sharing Plan in CA ($6M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hammontree & Associates Limited Savings and Security Plan assets move in 2024? ▼
Hammontree & Associates Limited Savings and Security Plan grew sharply - up 18.1% during 2024, from $5M to $6M. Reported net income was $996K.
How have Hammontree & Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hammontree & Associates, Ltd.'s sponsor-wide assets grew 35.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Hammontree & Associates Limited Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carpenters Southwest Administrative Corporation Profit Sharing Plan in CA ($6M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Hammontree & Associates Limited Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341147301.

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.