ESOP · DOL Form 5500 · 2024
Midwest Bancorporation, Inc ESOP
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 205
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $172,169
- Avg per participant Above avg balance/head
Official DOL plan name: Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan · Sponsored by Midwest Bancorporation, Inc · Missouri · Finance & Insurance
$35M in assets, 205 participants
Midwest Bancorporation, Inc's Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan reported $35M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,842 in Finance & Insurance (8,549 peers)
Coverage in Missouri
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan covers 205 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $35M.
- #5,842
- in Finance & Insurance (8,549 peers)
- +13.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan's outsized position by total assets
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,294,681 Top 20% higher than 80% 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
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership 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. Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan reported participants rose from 198 in the plan year 2023 filing to 205 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431771852 · Midwest Bancorporation, Inc PY 2024 · ESOP
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan · $35M · 205 · 80th
- TYPE $35M
- NET 205
- BOOK 80th
- VS-ST ESOP
- BOY near Adco Manufacturing Employee Stock Ownership Plan
- SCH ind #5842
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 Missouri →
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 431771852 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Midwest Bancorporation, Inc)
Sponsor-wide plan assets over time
All Midwest Bancorporation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 1.5507028871187631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $35M |
| 2023 | 1 | 198 | $31M |
| 2024 | 1 | 205 | $35M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Adco Manufacturing Employee Stock Ownership Plan in CA ($35M); by covered participants it is Cascade Energy Employee Stock Ownership Plan and Trust in OR (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Cascade Energy Employee Stock Ownership Plan and Trust (OR) 205 · 0 off
- Clampco Products, Inc. Employee Stock Ownership Plan (OH) 205 · 0 off
- Dean Snyder Construction Employee Stock Ownership Plan (IA) 205 · 0 off
- St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust (MN) 205 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.