ESOP · DOL Form 5500 · 2023

Mid-States Steel Corporation ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
22
Participants Small participant base
70th
Percentile by assets National rank
$778,213
Avg per participant High balance/head
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Official DOL plan name: Mid-States Steel Corporation Employee Stock Ownership Plan · Sponsored by Mid-States Steel Corporation · Iowa · Manufacturing

$17M in assets, 22 participants

Mid-States Steel Corporation's Mid-States Steel Corporation Employee Stock Ownership Plan reported $17M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,016 in Manufacturing (18,722 peers)

What the 2023 filing shows

Mid-States Steel Corporation Employee Stock Ownership Plan holds $17M for 22 participants - about $778,213 per participant, above the median plan by assets.

#11,016
in Manufacturing (18,722 peers)
+4.7%
assets growth YoY

Mid-States Steel Corporation Employee Stock Ownership Plan's outsized position by total assets

Mid-States Steel Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,120,687 Top 30% higher than 70% of 127,068 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 2023

Mid-States Steel Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-States Steel Corporation Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mid-States Steel Corporation Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $769K in the plan year 2023 filing.
  • Mid-States Steel Corporation Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Mid-States Steel Corporation Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420756439 · Mid-States Steel Corporation PY 2023 · ESOP

Mid-States Steel Corporation Employee Stock Ownership Plan · $17M · 22 · 70th

  • SCH $17M
  • EBSA 22
  • PART 70th
  • TYPE ESOP
  • NET near Kta-Tator Inc, Employee Stock Ownership Plan
  • BOOK ind #11016

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 Iowa →

Mid-States Steel Corporation Employee Stock Ownership Plan in the asset neighbourhood

Illinois Constructors Corporation Employee Stock Ownership PlanIllinois Constructors Corpor…$17MCentrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$17MMid-States Steel Corporation Employee Stock Ownership PlanMid-States Steel Corporation…$17MKta-Tator Inc, Employee Stock Ownership PlanKta-Tator Inc, Employee Stoc…$17MHardin County Bancshares, Inc. Employee Stock Ownership PlanHardin County Bancshares, In…$17M
End-of-year total assets ($M) among Mid-States Steel Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$769K
Employer EIN420756439
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-States Steel Corporation)

Sponsor-wide plan assets over time

All Mid-States Steel Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 6.507515542243733% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $16.4M $17.4M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 24 $16M
2023 1 22 $17M
2024 1 19 $17M

Nearby ESOP Plans in Iowa

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

Mid-States Steel Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Mid-States Steel Corporation Employee Stock Ownership Plan, Total assets ($M): 17.120687 · Participants: 22Mid-States Steel Corporation Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Mid-States Steel Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Mid-States Steel Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Mid-States Steel Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Kta-Tator Inc, Employee Stock Ownership Plan in PA ($17M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mid-States Steel Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Mid-States Steel Corporation Employee Stock Ownership Plan edged up modestly - up 4.7% during 2023, from $16M to $17M. Reported net income was $769K.
How have Mid-States Steel Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-States Steel Corporation's sponsor-wide assets grew 6.5%, from $16M to $17M.
Which ESOP plans are similar in size to Mid-States Steel Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kta-Tator Inc, Employee Stock Ownership Plan in PA ($17M, 252 participants).
Which ESOP plans cover a similar participant headcount to Mid-States Steel Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420756439.

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.