401(k) · DOL Form 5500 · 2023
Southwest Missouri Bancorporation, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 221
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $138,239
- Avg per participant Near avg balance/head
Official DOL plan name: Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan · Sponsored by Southwest Missouri Bancorporation, Inc. · Missouri · Management of Enterprises
$31M in assets, 221 participants
Southwest Missouri Bancorporation, Inc.'s Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan reported $31M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #681 in Management of Enterprises (1,137 peers)
Coverage in Missouri
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan covers 221 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $31M.
- #681
- in Management of Enterprises (1,137 peers)
- -6.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M 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 2023 · DOL Form 5500
$30,550,921 Top 21% higher than 79% 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
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership 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. Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan reported net income fell from -$967K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan end-of-year assets fell from $33M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan reported participants rose from 213 in the plan year 2022 filing to 221 in the plan year 2023 filing.
DOL schedule card
Filing strip 431252060 · Southwest Missouri Bancorporation, Inc. PY 2023 · 401(k)
Southwest Missouri Bancorporation, Inc. Employee Stock Ownership Plan · $31M · 221 · 79th
- RANK $31M
- PHOTO 221
- IND 79th
- EOY 401(k)
- 5500 near Brevan Howard 401(k) Plan
- ASSETS ind #681
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
Missouri filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$2M |
| Employer EIN | 431252060 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
| 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.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
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 Brevan Howard 401(k) Plan in NY ($31M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Brevan Howard 401(k) Plan (NY) $31M · 179
- Axogen Corporation 401(k) Plan (FL) $31M · 395
- Rick Case Enterprises, Inc. 401(k) Plan (FL) $31M · 1,235
- Island Hospitality Management, LLC 401(k) Safe Harbor Plan (FL) $31M · 2,266
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 221 · 0 off
- Paulas Choice Retirement Savings Plan (WA) 221 · 0 off
- Manasquan Bank 401(k) Plan (NJ) 221 · 0 off
- Summit on-Site Solutions 401(k) Plan (TX) 221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.