Hawthorn Bancshares 401(k) match, vesting and fees
What Hawthorn Bancshares' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Hawthorn Bancshares: employer contribution per participant | $4,609 | |
| Peer median | $3,122 |
| Hawthorn Bancshares: average balance | $159,956 | |
| Peer median | $111,687 |
| Hawthorn Bancshares: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $43.7M at the end of plan year 2021 to $53.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 335 | $53.1M | $1.5M | $4,609 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 356 | $47.4M | $1.3M | $3,673 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 392 | $44.6M | $1.2M | $3,007 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 387 | $37.3M | $1.6M | $4,074 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 359 | $43.7M | $1.8M | $5,107 | <0.01% | Not published | Form 5500 ↗ |
Other Hawthorn Bancshares plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hawthorn Bancshares, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Hawthorn Bancshares match 401(k) contributions?
The match terms for the Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $4,609 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hawthorn Bancshares 401(k) match vested?
The vesting schedule for the Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hawthorn Bancshares 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Hawthorn Bancshares, Inc..
I left Hawthorn Bancshares. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hawthorn Bancshares, Inc., (573) 761-6136) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Hawthorn Bancshares old 401(k) page lists the contacts from every plan filing. Find an old Hawthorn Bancshares 401(k)
Data from the public Form 5500 annual reports Hawthorn Bancshares filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hawthorn Bancshares. Not financial advice. Report a correction · Methodology