401(k) · DOL Form 5500 · 2023

Hometown Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$57
Total assets Small plan by assets
N/A
Participants Small participant base
0th
Percentile by assets National rank
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Official DOL plan name: Envision Bank 401(k) Plan · Sponsored by Hometown Financial Group, Inc. · Massachusetts · Finance & Insurance

$57 in assets, N/A participants

Hometown Financial Group, Inc.'s Envision Bank 401(k) Plan reported $57 in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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 in Finance & Insurance (8,869 peers)

Hometown Financial Group, Inc. multi-year trail

Hometown Financial Group, Inc.'s plans moved -99.9% in assets from 2022 to 2023; this filing shows Envision Bank 401(k) Plan at $57 / N/A participants.

#6
in Finance & Insurance (8,869 peers)
-99.9%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Envision Bank 401(k) Plan among the smaller filed plans by assets

Envision Bank 401(k) Plan vs every filed plan by assets

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

$57 0th percentile higher than 0% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Envision Bank 401(k) Plan reported participants fell from 181 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Envision Bank 401(k) Plan end-of-year assets fell from $60K in the plan year 2022 filing to $57 in the plan year 2023 filing.
  • Envision Bank 401(k) Plan reported net income rose from -$29M in the plan year 2022 filing to -$60K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611570944 · Hometown Financial Group, Inc. PY 2023 · 401(k)

Envision Bank 401(k) Plan · $57 · N/A · 0th

  • EOY $57
  • EOY N/A
  • EOY 0th
  • EOY 401(k)
  • EOY near Bp Starfish Inc 401(k) Profit Sharing Plan
  • EOY ind #6

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 Massachusetts →

Envision Bank 401(k) Plan in the asset neighbourhood

Envision Bank 401(k) Plan$57Bp Starfish Inc 401(k) Profit Sharing PlanBp Starfish Inc 401(k) Profi…$58Protective Insurance Salary Savings & Profit Share PlanProtective Insurance Salary …$56Modern Vintage Care Inc. 401(k) PlanModern Vintage Care Inc. 401…$55Full Service Hotels 401(k) ProgramFull Service Hotels 401(k) P…$59
End-of-year total assets ($M) among Envision Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hometown Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hometown Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57 99.90465357465457% vs 2022
2023 filing year
$0M$0.02M$0.04M$0.06M$0.08M 20222023 $0.06M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 181 $60K
2023 1 N/A $57

Hometown Financial Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$60K
Net Assets (End of Year)$57
Net Income-$60K
Employer EIN611570944
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Envision Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Envision Bank 401(k) Plan, Total assets ($B): 5.7e-8 · Participants: 0Envision Bank 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Envision Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Envision Bank 401(k) Plan side-by-side with 3 peers →

Envision Bank 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Massachusetts, the nearest 401(k) by end-of-year assets is Bp Starfish Inc 401(k) Profit Sharing Plan in IN at $58 (this filing: $57).

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 Envision Bank 401(k) Plan assets move in 2023? ▼
Envision Bank 401(k) Plan contracted severely - down 99.9% during 2023, from $60K to $57. Reported net income was -$60K.
How have Hometown Financial Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hometown Financial Group, Inc.'s sponsor-wide assets declined 99.9%, from $60K to $57.
Where does Envision Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Envision Bank 401(k) Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Envision Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bp Starfish Inc 401(k) Profit Sharing Plan in IN ($58, 2 participants).

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 611570944.

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.