401(k)
2024 plan-year 401(k) DOL Form 5500

Midstates Bank, National Association 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Midstates Bank, National Association · Iowa · Finance & Insurance

What the 2023 filing shows

Midstates Bank, National Association 401(k) Plan holds $16M for 105 participants — about $148,364 per participant, up 3.1% over the 2024 plan year.

$16M
total plan assets (2024 EOY)
105
covered participants
$148,364
avg assets per participant
+3.1%
assets growth YoY
Total Assets (2023)
$16M
Participants
105
State
Industry
Finance & Insurance

What the Filing Says About Midstates Bank, National Association 401(k) Plan

Midstates Bank, National Association 401(k) Plan is a 401(k) retirement plan sponsored by Midstates Bank, National Association, headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 105 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420296630, and the plan has been effective since 1988-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2024 to $16M at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $16M, with reported net income of $463K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$463K
Plan Type401(k)
Employer EIN420296630
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midstates Bank, National Association)

Year Plans Participants Total Assets
2023 1 113 $15M
2024 1 105 $16M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Midstates Bank, National Association 401(k) Plan?
As of the 2024 Form 5500 filing, Midstates Bank, National Association 401(k) Plan holds $16M in total assets with 105 participants. It is sponsored by Midstates Bank, National Association.
What type of plan is Midstates Bank, National Association 401(k) Plan?
Midstates Bank, National Association 401(k) Plan is a 401(k) plan. It has been effective since 1988-02-01. The plan is filed with the U.S. Department of Labor under EIN 420296630.
Who sponsors the Midstates Bank, National Association 401(k) Plan?
Midstates Bank, National Association 401(k) Plan is sponsored by Midstates Bank, National Association, located in Iowa. The sponsor's EIN is 420296630 and the plan operates in the Finance & Insurance industry.
How did Midstates Bank, National Association 401(k) Plan perform in 2024?
Midstates Bank, National Association 401(k) Plan grew by 3.1% during 2024, moving from $15M to $16M in total assets. Net income was $463K.
Where can I find official filings for Midstates Bank, National Association 401(k) Plan?
Official Form 5500 filings for Midstates Bank, National Association 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420296630 or plan name at efast.dol.gov.
How does Midstates Bank, National Association 401(k) Plan compare to other plans?
You can compare Midstates Bank, National Association 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 420296630.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.