ESOP · DOL Form 5500 · 2024

Hamilton Point Holding Corporation ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
99
Participants Small participant base
84th
Percentile by assets National rank
$515,158
Avg per participant High balance/head
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Official DOL plan name: Hamilton Point Investments ESOP · Sponsored by Hamilton Point Holding Corporation · Connecticut · Finance & Insurance

$51M in assets, 99 participants

Hamilton Point Holding Corporation's Hamilton Point Investments ESOP reported $51M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,484 in Finance & Insurance (8,549 peers)

Where Hamilton Point Investments ESOP sits by assets

Hamilton Point Investments ESOP sits in the top quartile of all filed plans by assets, $51M for 99 participants (~$515,158/participant), down 0.4% in 2024.

#6,484
in Finance & Insurance (8,549 peers)
-0.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

Hamilton Point Investments ESOP's outsized position by total assets

Hamilton Point Investments ESOP vs every filed plan by assets

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

$51,000,646 Top 16% higher than 84% 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 Point Investments ESOP 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 Point Investments ESOP is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hamilton Point Investments ESOP reported net income rose from -$18M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Hamilton Point Investments ESOP reported participants rose from 95 in the plan year 2023 filing to 99 in the plan year 2024 filing.
  • Hamilton Point Investments ESOP end-of-year assets fell from $51M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 884315353 · Hamilton Point Holding Corporation PY 2024 · ESOP

Hamilton Point Investments ESOP · $51M · 99 · 84th

  • BOOK $51M
  • VS-ST 99
  • BOY 84th
  • SCH ESOP
  • EBSA near Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan
  • PART ind #6484

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 What is an ESOP? → · Plans in Connecticut →

Hamilton Point Investments ESOP in the asset neighbourhood

Matandy Steel Employee Stock Ownership PlanMatandy Steel Employee Stock…$51MHamilton Point Investments ESOPHamilton Point Investments E…$51MReformed Truescripts Holdings, Inc. Employee Stock Ownership PlanReformed Truescripts Holding…$51MIntegration Innovation, Inc. Employee Stock Ownership PlanIntegration Innovation, Inc.…$51MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$51M
End-of-year total assets ($M) among Hamilton Point Investments ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)-$290K
Net Income$18M
Employer EIN884315353
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton Point Holding Corporation)

Sponsor-wide plan assets over time

All Hamilton Point Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$51M 0.4025755020935504% vs 2023
2024 filing year
$50.9M$51M$51.1M$51.2M$51.3M 20232024 $51.2M $51M ▼ -0.4%
Year Plans Participants Total Assets
2023 1 95 $51M
2024 1 99 $51M

Nearby ESOP Plans in Connecticut

Peer ESOP plans, same state, same plan type, ranked by total assets.

Hamilton Point Investments ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 0100200300400 Total assets ($M) Participants Hamilton Point Investments ESOP, Total assets ($M): 51.000646 · Participants: 99Hamilton Point Investments ESOPMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Hamilton Point Investments ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Hamilton Point Investments ESOP side-by-side with 3 peers →

Hamilton Point Investments ESOP's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan in IN ($51M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants). Same-state nearby plans are listed separately above.

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 Point Investments ESOP assets move in 2024? ▼
Hamilton Point Investments ESOP held essentially flat - down 0.4% during 2024, from $51M to $51M. Reported net income was $18M.
How have Hamilton Point Holding Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hamilton Point Holding Corporation's sponsor-wide assets declined 0.4%, from $51M to $51M.
Where does Hamilton Point Investments ESOP rank by assets among Form 5500 filers? ▼
Hamilton Point Investments ESOP ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Hamilton Point Investments ESOP? ▼
Among ESOP plans in other states, the closest by assets is Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan in IN ($51M, 146 participants).
Which ESOP plans cover a similar participant headcount to Hamilton Point Investments ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants, $38M 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 884315353.

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.