ESOP · DOL Form 5500 · 2022

Midstate Bancorp, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
132
Participants Small participant base
63rd
Percentile by assets National rank
$70,549
Avg per participant Below avg balance/head
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Official DOL plan name: Midstate Bancorp Employee Stock Ownership Plan · Sponsored by Midstate Bancorp, Inc. · Oklahoma · Finance & Insurance

$9M in assets, 132 participants

Midstate Bancorp, Inc.'s Midstate Bancorp Employee Stock Ownership Plan reported $9M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,339 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Midstate Bancorp Employee Stock Ownership Plan covers 132 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#4,339
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY

The plan reported a net loss of $792K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Midstate Bancorp Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Midstate Bancorp Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,312,492 Top 37% higher than 63% of 139,123 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 2022

Midstate Bancorp Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midstate Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 730736860 · Midstate Bancorp, Inc. PY 2022 · ESOP

Midstate Bancorp Employee Stock Ownership Plan · $9M · 132 · 63rd

  • EBSA $9M
  • PART 132
  • TYPE 63rd
  • NET ESOP
  • BOOK near Martin ESOP
  • VS-ST ind #4339

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 What is an ESOP? → · Plans in Oklahoma →

Midstate Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Midwest Wheel Companies Employee Stock Ownership PlanMidwest Wheel Companies Empl…$9MHappy Harry's Holdings, Inc. Employee Stock Ownership PlanHappy Harry's Holdings, Inc.…$9MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$9MMartin ESOP$9MBliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$9M
End-of-year total assets ($M) among Midstate Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$792K
Employer EIN730736860
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midstate Bancorp, Inc.)

Sponsor-wide plan assets over time

All Midstate Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.7897184540720508% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M 202220232024 $17.5M $17M ▼ -2.8%
Year Plans Participants Total Assets
2022 2 250 $17M
2023 2 255 $17M
2024 2 281 $17M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Midstate Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Midstate Bancorp Employee Stock Ownership Plan, Total assets ($M): 9.312492 · Participants: 132Midstate Bancorp Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Midstate Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Midstate Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Midstate Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Martin ESOP in TX ($9M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Midstate Bancorp Employee Stock Ownership Plan assets move in 2022? ▼
Midstate Bancorp Employee Stock Ownership Plan pulled back noticeably - down 7.8% during 2022, from $10M to $9M. Reported net income was -$792K.
How have Midstate Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midstate Bancorp, Inc.'s sponsor-wide assets declined 2.8%, from $17M to $17M.
Which ESOP plans are similar in size to Midstate Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martin ESOP in TX ($9M, 393 participants).
Which ESOP plans cover a similar participant headcount to Midstate Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730736860.

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.