Money Purchase · DOL Form 5500 · 2024
Hamilton & Co. Cpa's Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 7
- Participants
- 30th
- Percentile by assets
- $294,326
- Avg per participant
Official DOL plan name: Hamilton & Co. Profit Sharing Plan & Trust · Sponsored by Hamilton & Co. Cpa's · Montana · Professional & Technical Services
$2M in assets, 7 participants
Hamilton & Co. Cpa's's Hamilton & Co. Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- 30th percentile by assets (of 123,622 plans)
- #5,138 in Professional & Technical Services (20,173 peers)
Hamilton & Co. Cpa's multi-year trail
Hamilton & Co. Cpa's's plans moved +16.5% in assets from 2022 to 2024; this filing shows Hamilton & Co. Profit Sharing Plan & Trust at $2M / 7 participants.
- $2M
- total plan assets (2024 EOY)
- 7
- covered participants
- 30th
- percentile by assets (of 123,622 plans)
- $294,326
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamilton & Co. Profit Sharing Plan & Trust reported net income rose from $130K in the plan year 2023 filing to $161K in the plan year 2024 filing.
- Hamilton & Co. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Hamilton & Co. Cpa's across 3 plan years on file
Across the 3 plan years Hamilton & Co. Cpa's has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a gain of 16.5%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($2M).
Hamilton & Co. Cpa's multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Hamilton & Co. Cpa's filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $161K |
| Employer EIN | 810463005 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Montana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hamilton & Co. Profit Sharing Plan & Trust vs. nearby Money Purchase plans in Montana, assets vs. participants
- Billings Clinic Pension Plan $262M · 5,580
- Bozeman Health Retirement Plan $99M · 1,879
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $42M · 621
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $22M · 270
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust $21M · 327
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hamilton & Co. Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Hamilton & Co. Profit Sharing Plan & Trust assets move in 2024? ▼
How have Hamilton & Co. Cpa's plan assets changed over time? ▼
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Multi-year trail
Ways to act on Hamilton & Co. Profit Sharing Plan & Trust's numbers.
- By total assets, Hamilton & Co. Profit Sharing Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Montana. Compare plans
- Hamilton & Co. Cpa's's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans