401(k) · DOL Form 5500 · 2023
The Midwest Trust Company 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $200,131
- Avg per participant Above avg balance/head
Official DOL plan name: The Midwest Trust Company Profit Sharing 401(k) Plan · Sponsored by The Midwest Trust Company · Kansas · Finance & Insurance
$32M in assets, 160 participants
The Midwest Trust Company's The Midwest Trust Company Profit Sharing 401(k) Plan reported $32M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #6,175 in Finance & Insurance (8,869 peers)
Coverage in Kansas
The Midwest Trust Company Profit Sharing 401(k) Plan covers 160 participants in Kansas, about 44% of the average Kansas filer (state average ~360 per filing). Assets: $32M.
- #6,175
- in Finance & Insurance (8,869 peers)
- +23.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Midwest Trust Company Profit Sharing 401(k) Plan's outsized position by total assets
The Midwest Trust Company Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,020,953 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Midwest Trust Company Profit Sharing 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Midwest Trust Company Profit Sharing 401(k) Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Midwest Trust Company Profit Sharing 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Midwest Trust Company Profit Sharing 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- The Midwest Trust Company Profit Sharing 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 481138946 · The Midwest Trust Company PY 2023 · 401(k)
The Midwest Trust Company Profit Sharing 401(k) Plan · $32M · 160 · 80th
- NET $32M
- BOOK 160
- VS-ST 80th
- BOY 401(k)
- SCH near Lereta, LLC 401(k) Plan
- EBSA ind #6175
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 Finance & Insurance retirement plans → · Plans in Kansas →
The Midwest Trust Company Profit Sharing 401(k) Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $6M |
| Employer EIN | 481138946 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Midwest Trust Company)
Sponsor-wide plan assets over time
All The Midwest Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 53.82851221706508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $26M |
| 2023 | 1 | 160 | $32M |
| 2024 | 1 | 235 | $40M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
The Midwest Trust Company Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Lereta, LLC 401(k) Plan in CA ($32M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Lereta, LLC 401(k) Plan (CA) $32M · 708
- Swimusa 401(k) Retirement Plan (PA) $32M · 335
- Smartbear Software, Inc. 401(k) Plan (MA) $32M · 418
- Las Vegas Paving Corporation Profit Sharing and 401(k) Plan (NV) $32M · 172
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan (WV) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.