Plan Ledger DOL Form 5500 · updated monthly

Hometown Bancorp, LTD.401(k)

HOMETOWN BANCORP, LTD. 401(K) SAVINGS PLAN · FOND DU LAC, WI · plan year 2022

Reported admin expense ratio · 2022
0.41%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Hometown Bancorp, LTD. reported $54,398 in plan administrative expenses for 2022: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,871 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,168th of 1,936), and 3,761st of 4,798 in finance & insurance. In 2022, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,239,539
Participants with balances111
Active participants81
Employer contributions$232,576
Employee contributions$559,852
Employer contribution per active participant$2,871
Average account balance$110,266
Benefits paid to participants$495,193
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $65K emplr
2022$12.2M · 111 accts · $233K emplr
The Hometown Bancorp, LTD. 401(k) match · 2022
Employer contribution per active participant$2,871
Median for plans this size$2,266

Hometown Bancorp, LTD.'s 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$54,398 · 0.41%
Similar plansFinance & Insurance · Wisconsin
Security Financial Bank WI$13.6M · 0.35%
Abbybank WI$12.1M · 0.22%
Americollect, Inc. WI$12.0M · 0.68%
Fortifi Bank WI$11.9M · 0.22%
Premier Community Bank WI$11.3M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391895285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.