401(k) · DOL Form 5500 · 2024

The Hamilton Family Charitable Trust 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$477,925
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Hamilton Family Charitable Trust · Sponsored by The Hamilton Family Charitable Trust · Pennsylvania · Other Services

$3M in assets, 7 participants

The Hamilton Family Charitable Trust's The Hamilton Family Charitable Trust reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,565 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, The Hamilton Family Charitable Trust ranks #4,565 of 7,719 2024 filers by assets (600% of the sector average)-$3M for 7 participants.

#4,565
in Other Services (7,719 peers)
+25.3%
assets growth YoY

The Hamilton Family Charitable Trust's mid-pack asset rank among Other Services and all filers

The Hamilton Family Charitable Trust vs every filed plan by assets

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

$3,345,474 36th percentile higher than 36% 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

The Hamilton Family Charitable Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hamilton Family Charitable Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Hamilton Family Charitable Trust reported net income rose from -$961K in the plan year 2023 filing to $676K in the plan year 2024 filing.
  • The Hamilton Family Charitable Trust reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • The Hamilton Family Charitable Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821671948 · The Hamilton Family Charitable Trust PY 2024 · 401(k)

The Hamilton Family Charitable Trust · $3M · 7 · 36th

  • PCT $3M
  • EIN 7
  • RANK 36th
  • PHOTO 401(k)
  • IND near J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan
  • EOY ind #4565

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 Other Services retirement plans → · Plans in Pennsylvania →

The Hamilton Family Charitable Trust in the asset neighbourhood

The Hamilton Family Charitable TrustThe Hamilton Family Charitab…$3MJ. a. Sutherland, Inc. Dba Taco Bell Retirement PlanJ. a. Sutherland, Inc. Dba T…$3MHuggins & Company Cpa PA 401(k)Safe Harbor PlanHuggins & Company Cpa PA 401…$3MKent W. Small, M.D. 401(k) Profit Sharing PlanKent W. Small, M.D. 401(k) P…$3MJohn E. Reid & Associates Inc. 401(k) Profit Sharing PlanJohn E. Reid & Associates In…$3M
End-of-year total assets ($M) among The Hamilton Family Charitable Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$676K
Employer EIN821671948
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hamilton Family Charitable Trust)

Sponsor-wide plan assets over time

All The Hamilton Family Charitable Trust plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.849935393915322% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.63M $3.35M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 5 $3M
2024 1 7 $3M

Nearby 401(k) Plans in Pennsylvania

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

The Hamilton Family Charitable Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Hamilton Family Charitable Trust, Total assets ($B): 0.003345474 · Participants: 7The Hamilton Family Charitable TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Hamilton Family Charitable Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Hamilton Family Charitable Trust side-by-side with 3 peers →

The Hamilton Family Charitable Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan in CA ($3M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Hamilton Family Charitable Trust assets move in 2024? ▼
The Hamilton Family Charitable Trust grew sharply - up 25.3% during 2024, from $3M to $3M. Reported net income was $676K.
How have The Hamilton Family Charitable Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hamilton Family Charitable Trust's sponsor-wide assets declined 7.8%, from $4M to $3M.
Which 401(k) plans are similar in size to The Hamilton Family Charitable Trust? ▼
Among 401(k) plans in other states, the closest by assets is J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan in CA ($3M, 191 participants).
Which 401(k) plans cover a similar participant headcount to The Hamilton Family Charitable Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 821671948.

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.