401(k) · DOL Form 5500 · 2023

Hamilton Ridge Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$596,481
Avg per participant High balance/head
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Official DOL plan name: Hamilton Ridge Asset Management, Inc. 401(k) Plan · Sponsored by Hamilton Ridge Asset Management, Inc. · California · Finance & Insurance

$1M in assets, 2 participants

Hamilton Ridge Asset Management, Inc.'s Hamilton Ridge Asset Management, Inc. 401(k) Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,453 in Finance & Insurance (8,869 peers)

Hamilton Ridge Asset Management, Inc. multi-year trail

Hamilton Ridge Asset Management, Inc.'s plans moved +48.4% in assets from 2022 to 2024; this filing shows Hamilton Ridge Asset Management, Inc. 401(k) Plan at $1M / 2 participants.

#1,453
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

Hamilton Ridge Asset Management, Inc. 401(k) Plan among the smaller filed plans by assets

Hamilton Ridge Asset Management, Inc. 401(k) Plan vs every filed plan by assets

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

$1,192,961 25th percentile higher than 25% 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 Ridge Asset Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Ridge Asset Management, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton Ridge Asset Management, Inc. 401(k) Plan reported net income rose from -$89K in the plan year 2022 filing to $229K in the plan year 2023 filing.
  • Hamilton Ridge Asset Management, Inc. 401(k) Plan end-of-year assets rose from $964K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263358308 · Hamilton Ridge Asset Management, Inc. PY 2023 · 401(k)

Hamilton Ridge Asset Management, Inc. 401(k) Plan · $1M · 2 · 25th

  • 5500 $1M
  • 5500 2
  • 5500 25th
  • 5500 401(k)
  • 5500 near Oldstein, Hayes, & Lina, LLC 401(k) Profit Sharing Plan
  • 5500 ind #1453

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 Ridge Asset Management, Inc. 401(k) Plan in the asset neighbourhood

Hamilton Ridge Asset Management, Inc. 401(k) PlanHamilton Ridge Asset Managem…$1MOldstein, Hayes, & Lina, LLC 401(k) Profit Sharing PlanOldstein, Hayes, & Lina, LLC…$1MGreentime Marketing Corporatio 401(k) Profit Sharing Plan & TrustGreentime Marketing Corporat…$1MWestward Whiskey 401(k) Plan$1MWellessencemd 401(k) Profit Sharing Plan & TrustWellessencemd 401(k) Profit …$1M
End-of-year total assets ($M) among Hamilton Ridge Asset Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hamilton Ridge Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hamilton Ridge Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.417753356005754% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.96M $1.43M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 2 $964K
2023 1 2 $1M
2024 1 2 $1M

Hamilton Ridge Asset Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$964K
Net Assets (End of Year)$1M
Net Income$229K
Employer EIN263358308
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hamilton Ridge Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hamilton Ridge Asset Management, Inc. 401(k) Plan, Total assets ($B): 0.001192961 · Participants: 2Hamilton Ridge Asset Management, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Hamilton Ridge Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hamilton Ridge Asset Management, Inc. 401(k) Plan side-by-side with 3 peers →

Hamilton Ridge Asset Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oldstein, Hayes, & Lina, LLC 401(k) Profit Sharing Plan in GA ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ridge Asset Management, Inc. 401(k) Plan assets move in 2023? ▼
Hamilton Ridge Asset Management, Inc. 401(k) Plan grew sharply - up 23.7% during 2023, from $964K to $1M. Reported net income was $229K.
How have Hamilton Ridge Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton Ridge Asset Management, Inc.'s sponsor-wide assets grew 48.4%, from $964K to $1M.
Where does Hamilton Ridge Asset Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Hamilton Ridge Asset Management, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Hamilton Ridge Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oldstein, Hayes, & Lina, LLC 401(k) Profit Sharing Plan in GA ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Hamilton Ridge Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 263358308.

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.