ESOP · DOL Form 5500 · 2023

Midstate Bancorp, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
144
Participants Small participant base
53rd
Percentile by assets National rank
$52,742
Avg per participant Low balance/head
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Official DOL plan name: Midstate Bancorp Employee Stock Ownership Plan · Sponsored by Midstate Bancorp, Inc. · Oklahoma · Finance & Insurance

$8M in assets, 144 participants

Midstate Bancorp, Inc.'s Midstate Bancorp Employee Stock Ownership Plan reported $8M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,360 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Midstate Bancorp Employee Stock Ownership Plan covers 144 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $8M.

#3,360
in Finance & Insurance (8,869 peers)
-18.4%
assets change YoY

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.

Midstate Bancorp Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Midstate Bancorp Employee Stock Ownership Plan vs every filed plan by assets

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

$7,594,836 Top 47% higher than 53% 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 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. Midstate Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midstate Bancorp Employee Stock Ownership Plan reported net income fell from -$792K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Midstate Bancorp Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Midstate Bancorp Employee Stock Ownership Plan reported participants rose from 132 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730736860 · Midstate Bancorp, Inc. PY 2023 · ESOP

Midstate Bancorp Employee Stock Ownership Plan · $8M · 144 · 53rd

  • RANK $8M
  • PHOTO 144
  • IND 53rd
  • EOY ESOP
  • 5500 near Powerrail Team Employee Stock Ownership Plan
  • ASSETS ind #3360

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 Oklahoma →

Midstate Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Powerrail Team Employee Stock Ownership PlanPowerrail Team Employee Stoc…$8MOrr Company, Inc. Employee Stock Ownership Plan and Trust AgreementOrr Company, Inc. Employee S…$8MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$8MAmwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$8M
End-of-year total assets ($M) among Midstate Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN730736860
Plan Effective Date2006-01-01
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 ESOP Plans in Oklahoma

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

Midstate Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Midstate Bancorp Employee Stock Ownership Plan, Total assets ($M): 7.594836 · Participants: 144Midstate Bancorp Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Midstate Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Midstate Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Midstate Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Powerrail Team Employee Stock Ownership Plan in PA ($8M); by covered participants it is Burwood Group, Inc. Employee Stock Ownership Plan in IL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Employee Stock Ownership Plan assets move in 2023? ▼
Midstate Bancorp Employee Stock Ownership Plan declined sharply - down 18.4% during 2023, from $9M to $8M. Reported net income was -$2M.
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 ESOP plans are similar in size to Midstate Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Powerrail Team Employee Stock Ownership Plan in PA ($8M, 131 participants).
Which ESOP plans cover a similar participant headcount to Midstate Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Burwood Group, Inc. Employee Stock Ownership Plan in IL (144 participants, $6M 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.