401(k) · DOL Form 5500 · 2023

Midstate Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
111
Participants Small participant base
57th
Percentile by assets National rank
$82,701
Avg per participant Below avg balance/head
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Official DOL plan name: Midstate Bancorp, Inc. 401(k) Plan · Sponsored by Midstate Bancorp, Inc. · Oklahoma · Finance & Insurance

$9M in assets, 111 participants

Midstate Bancorp, Inc.'s Midstate Bancorp, Inc. 401(k) Plan reported $9M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,672 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Midstate Bancorp, Inc. 401(k) Plan covers 111 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $9M.

#3,672
in Finance & Insurance (8,869 peers)
+12.4%
assets growth YoY

Midstate Bancorp, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Midstate Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$9,179,849 Top 43% higher than 57% 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

Midstate Bancorp, Inc. 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. Midstate Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midstate Bancorp, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Midstate Bancorp, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Midstate Bancorp, Inc. 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730736860 · Midstate Bancorp, Inc. PY 2023 · 401(k)

Midstate Bancorp, Inc. 401(k) Plan · $9M · 111 · 57th

  • TYPE $9M
  • TYPE 111
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Faber Construction, Inc 401(k) Plan
  • TYPE ind #3672

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 Oklahoma →

Midstate Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Midstate Bancorp, Inc. 401(k) PlanMidstate Bancorp, Inc. 401(k…$9MFaber Construction, Inc 401(k) PlanFaber Construction, Inc 401(…$9MFoursight Capital, LLC 401(k) PlanFoursight Capital, LLC 401(k…$9MHdc Care Solutions LLC 401(k) Profit Sharing Plan & TrustHdc Care Solutions LLC 401(k…$9MRetriever Medical Dental Payments 401(k) Profit SharingRetriever Medical Dental Pay…$9M
End-of-year total assets ($M) among Midstate Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN730736860
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midstate Bancorp, Inc.)

Sponsor-wide plan assets over time

All Midstate Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 2.7897184540720508% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M 202220232024 $17.5M $17M ▼ -2.8%
Year Plans Participants Total Assets
2022 2 250 $17M
2023 2 255 $17M
2024 2 281 $17M

Nearby 401(k) Plans in Oklahoma

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

Midstate Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Midstate Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.009179849 · Participants: 111Midstate Bancorp, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Midstate Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Midstate Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Midstate Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Faber Construction, Inc 401(k) Plan in WA ($9M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Midstate Bancorp, Inc. 401(k) Plan assets move in 2023? ▼
Midstate Bancorp, Inc. 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $8M to $9M. Reported net income was $1M.
How have Midstate Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midstate Bancorp, Inc.'s sponsor-wide assets declined 2.8%, from $17M to $17M.
Which 401(k) plans are similar in size to Midstate Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faber Construction, Inc 401(k) Plan in WA ($9M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Midstate Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 730736860.

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.