401(k) · DOL Form 5500 · 2024

Hamilton Wealth, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$313,712
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hamilton Wealth, LLC 401(k) Profit Sharing Plan · Sponsored by Hamilton Wealth, LLC · California · Finance & Insurance

$2M in assets, 5 participants

Hamilton Wealth, LLC's Hamilton Wealth, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,416 in Finance & Insurance (8,549 peers)

Hamilton Wealth, LLC multi-year trail

Hamilton Wealth, LLC's plans moved +28.9% in assets from 2023 to 2024; this filing shows Hamilton Wealth, LLC 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,416
in Finance & Insurance (8,549 peers)
+28.9%
assets growth YoY

Hamilton Wealth, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Hamilton Wealth, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,568,561 27th percentile higher than 27% 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

Hamilton Wealth, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Wealth, LLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamilton Wealth, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hamilton Wealth, LLC 401(k) Profit Sharing Plan reported net income rose from $318K in the plan year 2023 filing to $351K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 822705640 · Hamilton Wealth, LLC PY 2024 · 401(k)

Hamilton Wealth, LLC 401(k) Profit Sharing Plan · $2M · 5 · 27th

  • BOY $2M
  • BOY 5
  • BOY 27th
  • BOY 401(k)
  • BOY near Turbon International Inc. and Subsidiaries 401(k) Profit Sharing Plan
  • BOY ind #1416

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 California →

Hamilton Wealth, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Hamilton Wealth, LLC 401(k) Profit Sharing PlanHamilton Wealth, LLC 401(k) …$2MTurbon International Inc. and Subsidiaries 401(k) Profit Sharing PlanTurbon International Inc. an…$2MThe Coffee Pacific Profit Sharing Investment PlanThe Coffee Pacific Profit Sh…$2MMenard Resources, LLC 401(k) PlanMenard Resources, LLC 401(k)…$2MRogers Steel Company, LLC 401(k) PlanRogers Steel Company, LLC 40…$2M
End-of-year total assets ($M) among Hamilton Wealth, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hamilton Wealth, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hamilton Wealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.858710296466196% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.22M $1.57M ▲ +28.7%
Year Plans Participants Total Assets
2023 1 5 $1M
2024 1 5 $2M

Hamilton Wealth, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$351K
Employer EIN822705640
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hamilton Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hamilton Wealth, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001568561 · Participants: 5Hamilton Wealth, LLC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hamilton Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hamilton Wealth, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hamilton Wealth, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Turbon International Inc. and Subsidiaries 401(k) Profit Sharing Plan in NJ ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Hamilton Wealth, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Hamilton Wealth, LLC 401(k) Profit Sharing Plan grew sharply - up 28.9% during 2024, from $1M to $2M. Reported net income was $351K.
How have Hamilton Wealth, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hamilton Wealth, LLC's sponsor-wide assets grew 28.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Hamilton Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Turbon International Inc. and Subsidiaries 401(k) Profit Sharing Plan in NJ ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 822705640.

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.