401(k) · DOL Form 5500 · 2024
Midstates Bank, National Association 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $148,364
- Avg per participant Above avg balance/head
Official DOL plan name: Midstates Bank, National Association 401(k) Plan · Sponsored by Midstates Bank, National Association · Iowa · Finance & Insurance
$16M in assets, 105 participants
Midstates Bank, National Association's Midstates Bank, National Association 401(k) Plan reported $16M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #4,214 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Midstates Bank, National Association 401(k) Plan covers 105 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $16M.
- #4,214
- in Finance & Insurance (8,549 peers)
- +3.1%
- assets growth YoY
Midstates Bank, National Association 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Midstates Bank, National Association 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,578,202 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Midstates Bank, National Association 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midstates Bank, National Association 401(k) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midstates Bank, National Association 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $463K in the plan year 2024 filing.
- Midstates Bank, National Association 401(k) Plan reported participants fell from 113 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- Midstates Bank, National Association 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420296630 · Midstates Bank, National Association PY 2024 · 401(k)
Midstates Bank, National Association 401(k) Plan · $16M · 105 · 65th
- VS-ST $16M
- BOY 105
- SCH 65th
- EBSA 401(k)
- PART near Lehigh Valley Imaging LLC 401(k) Profit Sharing Plan
- TYPE ind #4214
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 Iowa →
Midstates Bank, National Association 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $463K |
| Employer EIN | 420296630 |
| Plan Effective Date | 1988-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midstates Bank, National Association)
Sponsor-wide plan assets over time
All Midstates Bank, National Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 3.0639254673161984% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 113 | $15M |
| 2024 | 1 | 105 | $16M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Midstates Bank, National Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Lehigh Valley Imaging LLC 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.