Defined Benefit (Pension) · DOL Form 5500 · 2024

J.W. Hampton Jr. & Co., Inc. Pension Plan

Data updated 2026-08-25

$251K
Total assets Small plan by assets
10
Participants Small participant base
12th
Percentile by assets National rank
$25,057
Avg per participant Low balance/head
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Official DOL plan name: J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan · Sponsored by J.W. Hampton Jr. & Co., Inc. · New York · Transportation & Warehousing

$251K in assets, 10 participants

J.W. Hampton Jr. & Co., Inc.'s J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan reported $251K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #381 in Transportation & Warehousing (3,299 peers)

J.W. Hampton Jr. & Co., Inc. multi-year trail

J.W. Hampton Jr. & Co., Inc.'s plans moved +81.2% in assets from 2022 to 2024; this filing shows J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan at $251K / 10 participants.

#381
in Transportation & Warehousing (3,299 peers)
$251K
reported net income

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan among the smaller filed plans by assets

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan vs every filed plan by assets

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

$250,573 12th percentile higher than 12% 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

J. W. Hampton Jr. & Co. , Inc. Cash Balance 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. J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan is a micro filing (10 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 135129000 · J.W. Hampton Jr. & Co., Inc. PY 2024 · Defined Benefit (Pension)

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan · $251K · 10 · 12th

  • 5500 $251K
  • 5500 10
  • 5500 12th
  • 5500 Defined Benefit (Pension)
  • 5500 near Millwrights & M.E.L.U. 1545 Pension Plan
  • 5500 ind #381

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 Transportation & Warehousing retirement plans → · Plans in New York →

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan in the asset neighbourhood

J. W. Hampton Jr. & Co. , Inc. Cash Balance PlanJ. W. Hampton Jr. & Co. , In…$251KMillwrights & M.E.L.U. 1545 Pension PlanMillwrights & M.E.L.U. 1545 …$250KIrc-Fm in Southern California and Cabinet Makers, Millmen and Industrial Carpenters Local 721 Pension Trust FundIrc-Fm in Southern Californi…$249KPdc Cash Balance Pension Plan$252KImperial Gas Resources LLC Cash Balance Pension PlanImperial Gas Resources LLC C…$245K
End-of-year total assets ($M) among J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

J.W. Hampton Jr. & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.W. Hampton Jr. & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 81.18605475374572% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.88M $8.85M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 13 $6M
2024 2 20 $9M

J.W. Hampton Jr. & Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$251K
Net Income$251K
Employer EIN135129000
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan, Total assets ($B): 0.000250573 · Participants: 10J. W. Hampton Jr. & Co. , Inc. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan side-by-side with 3 peers →

J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Millwrights & M.E.L.U. 1545 Pension Plan in PA ($250K); by covered participants it is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 have J.W. Hampton Jr. & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.W. Hampton Jr. & Co., Inc.'s sponsor-wide assets grew 81.2%, from $5M to $9M.
Where does J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Millwrights & M.E.L.U. 1545 Pension Plan in PA ($250K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to J. W. Hampton Jr. & Co. , Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly Paid Employees of Delta Star, Inc. in VA (10 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 135129000.

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.