401(k) · DOL Form 5500 · 2024

Hamilton Safe Co. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
220
Participants Below avg headcount
71st
Percentile by assets National rank
$93,563
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hamilton Safe Group 401(k) Plan · Sponsored by Hamilton Safe Co. · Ohio · Manufacturing

$21M in assets, 220 participants

Hamilton Safe Co.'s Hamilton Safe Group 401(k) Plan reported $21M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,750 in Manufacturing (17,777 peers)

Coverage in Ohio

Hamilton Safe Group 401(k) Plan covers 220 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#10,750
in Manufacturing (17,777 peers)
+10.3%
assets growth YoY

Hamilton Safe Group 401(k) Plan's outsized position by total assets

Hamilton Safe Group 401(k) Plan vs every filed plan by assets

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

$20,583,767 Top 29% higher than 71% 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 Safe Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Safe Group 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamilton Safe Group 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hamilton Safe Group 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Hamilton Safe Group 401(k) Plan reported participants fell from 225 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310729027 · Hamilton Safe Co. PY 2024 · 401(k)

Hamilton Safe Group 401(k) Plan · $21M · 220 · 71st

  • PHOTO $21M
  • PHOTO 220
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Techsource, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #10750

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 Manufacturing retirement plans → · Plans in Ohio →

Hamilton Safe Group 401(k) Plan in the asset neighbourhood

Datalogics, Inc. 401(k) Plan$21MHamilton Safe Group 401(k) PlanHamilton Safe Group 401(k) P…$21MTechsource, Inc. 401(k) Profit Sharing PlanTechsource, Inc. 401(k) Prof…$21MAdvanced Services, Inc. Employee Savings and Retirement PlanAdvanced Services, Inc. Empl…$21MRoman Manufacturing, Inc. Employees' Investment PlanRoman Manufacturing, Inc. Em…$21M
End-of-year total assets ($M) among Hamilton Safe Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN310729027
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Safe Co.)

Sponsor-wide plan assets over time

All Hamilton Safe Co. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.7156770202959% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $20.6M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 198 $16M
2023 1 225 $19M
2024 1 220 $21M

Nearby 401(k) Plans in Ohio

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

Hamilton Safe Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hamilton Safe Group 401(k) Plan, Total assets ($B): 0.020583767 · Participants: 220Hamilton Safe Group 401(k) 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
Hamilton Safe Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Hamilton Safe Group 401(k) Plan side-by-side with 3 peers →

Hamilton Safe Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Techsource, Inc. 401(k) Profit Sharing Plan in NM ($21M); by covered participants it is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Safe Group 401(k) Plan assets move in 2024? ▼
Hamilton Safe Group 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $19M to $21M. Reported net income was $2M.
How have Hamilton Safe Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Safe Co.'s sponsor-wide assets grew 28.7%, from $16M to $21M.
Which 401(k) plans are similar in size to Hamilton Safe Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Techsource, Inc. 401(k) Profit Sharing Plan in NM ($21M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Safe Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Palomar Holdings, Inc. 401(k) Plan in CA (220 participants, $20M 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 310729027.

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.