401(k) · DOL Form 5500 · 2022

Southwest Missouri Bancorporation, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
213
Participants Below avg headcount
84th
Percentile by assets National rank
$153,042
Avg per participant Above avg balance/head
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Official DOL plan name: Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Missouri Bancorporation, Inc. · Missouri · Management of Enterprises

$33M in assets, 213 participants

Southwest Missouri Bancorporation, Inc.'s Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan reported $33M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #781 in Management of Enterprises (1,193 peers)

Coverage in Missouri

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan covers 213 participants in Missouri, about 29% of the average Missouri filer (state average ~737 per filing). Assets: $33M.

#781
in Management of Enterprises (1,193 peers)
-2.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $967K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan's outsized position by total assets

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$32,598,036 Top 16% higher than 84% 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

Southwest Missouri Bancorporation, Inc. 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. Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

DOL schedule card

Filing strip 431252060 · Southwest Missouri Bancorporation, Inc. PY 2022 · 401(k)

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan · $33M · 213 · 84th

  • EOY $33M
  • EOY 213
  • EOY 84th
  • EOY 401(k)
  • EOY near Educational Federal Credit Union
  • EOY ind #781

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 Management of Enterprises retirement plans → · Plans in Missouri →

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership PlanSouthwest Missouri Bancorpor…$33MEducational Federal Credit UnionEducational Federal Credit U…$33MFred's, Inc. Salary Reduction Profit Sharing PlanFred's, Inc. Salary Reductio…$33MNifco America Corporation Savings Retirement PlanNifco America Corporation Sa…$33MTencate Protective Fabrics Savings PlanTencate Protective Fabrics S…$33M
End-of-year total assets ($M) among Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$33M
Net Income-$967K
Employer EIN431252060
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Missouri Bancorporation, Inc.)

Sponsor-wide plan assets over time

All Southwest Missouri Bancorporation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 2.964700081931316% vs 2022
2024 filing year
$30M$31M$32M$33M 202220232024 $32.6M $31.6M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 213 $33M
2023 1 221 $31M
2024 1 217 $32M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.032598036 · Participants: 213Southwest Missouri Bancorporation, Inc. Employee Stock Ownership PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Educational Federal Credit Union in FL ($33M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan edged down modestly - down 2.7% during 2022, from $34M to $33M. Reported net income was -$967K.
How have Southwest Missouri Bancorporation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Missouri Bancorporation, Inc.'s sponsor-wide assets declined 3.0%, from $33M to $32M.
Where does Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Educational Federal Credit Union in FL ($33M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 participants, N/A 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 431252060.

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.