ESOP · DOL Form 5500 · 2022
Midwestone Financial Group, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 649
- Participants
- 72nd
- Percentile by assets
- $22,885
- Avg per participant
Official DOL plan name: Midwestone Financial Group, Inc. Employee Stock Ownership Plan · Sponsored by Midwestone Financial Group, Inc. · Iowa · Management of Enterprises
$15M in assets, 649 participants
Midwestone Financial Group, Inc.'s Midwestone Financial Group, Inc. Employee Stock Ownership Plan reported $15M in total assets and 649 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #630 in Management of Enterprises (1,193 peers)
Midwestone Financial Group, Inc. multi-year trail
Midwestone Financial Group, Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Midwestone Financial Group, Inc. Employee Stock Ownership Plan at $15M / 649 participants.
- $15M
- total plan assets (2022 EOY)
- 649
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $22,885
- avg assets per participant
Midwestone Financial Group, Inc. across 3 plan years on file
Across the 3 plan years Midwestone Financial Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $96M to $113M, a gain of 17.5%, while reported participants moved from 1,460 to 1,342 (-8.1%). Peak year by sponsor assets: 2024 ($113M); trough: 2022 ($96M).
Midwestone Financial Group, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,460 | $96M |
| 2023 | 2 | 1,441 | $103M |
| 2024 | 2 | 1,342 | $113M |
Midwestone Financial Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $951K |
| Employer EIN | 421206172 |
| Plan Effective Date | 1985-12-31 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Midwestone Financial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Midwestone Financial Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Midwestone Financial Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Midwestone Financial Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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 Management of Enterprises plans