401(k) · DOL Form 5500 · 2022
Midwestone Financial Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $81M
- Total assets
- 811
- Participants
- 92nd
- Percentile by assets
- $100,321
- Avg per participant
Official DOL plan name: Midwestone Financial Group, Inc. 401(k) Plan · Sponsored by Midwestone Financial Group, Inc. · Iowa · Finance & Insurance
$81M in assets, 811 participants
Midwestone Financial Group, Inc.'s Midwestone Financial Group, Inc. 401(k) Plan reported $81M in total assets and 811 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,011 in Finance & Insurance (9,261 peers)
Where Midwestone Financial Group, Inc. 401(k) Plan sits by assets
Midwestone Financial Group, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 811 participants (~$100,321/participant), down 12.7% in 2022.
- $81M
- total plan assets (2022 EOY)
- 811
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $100,321
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Midwestone Financial Group, Inc. 401(k) Plan sits by total assets
Midwestone Financial Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$81,360,430 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Midwestone Financial Group, Inc. 401(k) Plan vs the 2022 asset distribution
By assets, Midwestone Financial Group, Inc. 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | -$12M |
| Employer EIN | 421206172 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwestone Financial Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,460 | $96M |
| 2023 | 2 | 1,441 | $103M |
| 2024 | 2 | 1,342 | $113M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Midwestone Financial Group, Inc. 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Midwestone Financial Group, Inc. 401(k) Plan's numbers.
- By total assets, Midwestone Financial Group, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Midwestone Financial Group, Inc.'s sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Finance & Insurance plans