Profit Sharing · DOL Form 5500 · 2024
Hamilton Law Firm Profit Sharing Plan
Data updated 2026-08-25
- $875K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $67,332
- Avg per participant Below avg balance/head
Official DOL plan name: Hamilton Law Firm PC Profit Sharing Plan and Trust · Sponsored by Hamilton Law Firm · Iowa · Professional & Technical Services
$875K in assets, 13 participants
Hamilton Law Firm's Hamilton Law Firm PC Profit Sharing Plan and Trust reported $875K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,447 in Professional & Technical Services (20,173 peers)
2024 asset change
Hamilton Law Firm PC Profit Sharing Plan and Trust pulled back noticeably 9.8% in 2024 ($971K → $875K) for 13 participants.
- #3,447
- in Professional & Technical Services (20,173 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hamilton Law Firm PC Profit Sharing Plan and Trust among the smaller filed plans by assets
Hamilton Law Firm PC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$875,315 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hamilton Law Firm PC Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hamilton Law Firm PC Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamilton Law Firm PC Profit Sharing Plan and Trust reported net income fell from $91K in the plan year 2023 filing to -$96K in the plan year 2024 filing.
- Hamilton Law Firm PC Profit Sharing Plan and Trust end-of-year assets fell from $971K in the plan year 2023 filing to $875K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421083070 · Hamilton Law Firm PY 2024 · Profit Sharing
Hamilton Law Firm PC Profit Sharing Plan and Trust · $875K · 13 · 22nd
- VS-ST $875K
- BOY 13
- SCH 22nd
- EBSA Profit Sharing
- PART near William Vega Ocasio Profit Sharing-Money Purchase Plan
- TYPE ind #3447
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 Iowa →
Hamilton Law Firm PC Profit Sharing Plan and Trust in the asset neighbourhood
Hamilton Law Firm years around the 2024 move
Sponsor-wide plan assets over time
All Hamilton Law Firm plans reported in each filing year
- Latest sponsor-wide plan assets
- $875K 0.5189338103675384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $880K |
| 2023 | 1 | 13 | $971K |
| 2024 | 1 | 13 | $875K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $971K |
|---|---|
| Net Assets (End of Year) | $875K |
| Net Income | -$96K |
| Employer EIN | 421083070 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Hamilton Law Firm PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is William Vega Ocasio Profit Sharing-Money Purchase Plan in PR ($875K); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($875K here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Rolls Anderson & Rolls Profit Sharing Plan (CA) 13 · 0 off
- E-Bond Epoxies, Inc. Profit Sharing Plan and Trust (FL) 13 · 0 off
- Koko Resorts Inc. Retirement Plan (AR) 13 · 0 off
- Discount Fabrics Profit Sharing Plan (CA) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.