401(k) · DOL Form 5500 · 2023
The Hometown Savings Bank 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $128,613
- Avg per participant Near avg balance/head
Official DOL plan name: The Hometown Savings Bank Employee 401(k) Plan and Trust · Sponsored by The Hometown Savings Bank · Indiana · Finance & Insurance
$14M in assets, 107 participants
The Hometown Savings Bank's The Hometown Savings Bank Employee 401(k) Plan and Trust reported $14M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #4,485 in Finance & Insurance (8,869 peers)
Coverage in Indiana
The Hometown Savings Bank Employee 401(k) Plan and Trust covers 107 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $14M.
- #4,485
- in Finance & Insurance (8,869 peers)
- +19.6%
- assets growth YoY
The Hometown Savings Bank Employee 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
The Hometown Savings Bank Employee 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,761,570 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Hometown Savings Bank Employee 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hometown Savings Bank Employee 401(k) Plan and Trust sits mid-pack in the medium band (107 participants).
DOL schedule card
Filing strip 440160260 · The Hometown Savings Bank PY 2023 · 401(k)
The Hometown Savings Bank Employee 401(k) Plan and Trust · $14M · 107 · 65th
- PHOTO $14M
- IND 107
- EOY 65th
- 5500 401(k)
- ASSETS near A.G. Simpson (USA) Inc. Retirement Plan
- PCT ind #4485
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 Indiana →
The Hometown Savings Bank Employee 401(k) Plan and Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 440160260 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hometown Savings Bank)
Sponsor-wide plan assets over time
All The Hometown Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 46.09355771848171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,349 | $1.3B |
| 2023 | 3 | 6,765 | $1.5B |
| 2024 | 2 | 5,798 | $1.8B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
The Hometown Savings Bank Employee 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is A.G. Simpson (USA) Inc. Retirement Plan in MI ($14M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
- Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
- Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
- Aes, Inc. 401(k) Plan (GA) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.