401(k) · DOL Form 5500 · 2024

Midwestone Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
757
Participants Near avg headcount
90th
Percentile by assets National rank
$132,194
Avg per participant Near avg balance/head
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Official DOL plan name: Midwestone Financial Group, Inc. 401(k) Plan · Sponsored by Midwestone Financial Group, Inc. · Iowa · Finance & Insurance

$100M in assets, 757 participants

Midwestone Financial Group, Inc.'s Midwestone Financial Group, Inc. 401(k) Plan reported $100M in total assets and 757 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,273 in Finance & Insurance (8,549 peers)

Where Midwestone Financial Group, Inc. 401(k) Plan sits by assets

Midwestone Financial Group, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $100M for 757 participants (~$132,194/participant), up 11.5% in 2024.

#7,273
in Finance & Insurance (8,549 peers)
+11.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Midwestone Financial Group, Inc. 401(k) Plan's outsized position by total assets

Midwestone Financial Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$100,071,109 Top 10% higher than 90% of 123,620 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 2024

Midwestone Financial Group, Inc. 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. Midwestone Financial Group, Inc. 401(k) Plan sits mid-pack in the medium band (757 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midwestone Financial Group, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Midwestone Financial Group, Inc. 401(k) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Midwestone Financial Group, Inc. 401(k) Plan reported participants fell from 789 in the plan year 2023 filing to 757 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421206172 · Midwestone Financial Group, Inc. PY 2024 · 401(k)

Midwestone Financial Group, Inc. 401(k) Plan · $100M · 757 · 90th

  • BOOK $100M
  • VS-ST 757
  • BOY 90th
  • SCH 401(k)
  • EBSA near Kimray, Inc. 401(k) Profit Sharing Plan
  • PART ind #7273

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 →

Midwestone Financial Group, Inc. 401(k) Plan in the asset neighbourhood

Interdent Service Corporation 401(k) PlanInterdent Service Corporatio…$100MGrob Systems, Inc. Profit Sharing PlanGrob Systems, Inc. Profit Sh…$100MMidwestone Financial Group, Inc. 401(k) PlanMidwestone Financial Group, …$100MKimray, Inc. 401(k) Profit Sharing PlanKimray, Inc. 401(k) Profit S…$100MCredit One Bank, N. a. 401(k) Plan and TrustCredit One Bank, N. a. 401(k…$100M
End-of-year total assets ($M) among Midwestone Financial Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$100M
Net Income$10M
Employer EIN421206172
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midwestone Financial Group, Inc.)

Sponsor-wide plan assets over time

All Midwestone Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 17.549720408773055% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $96.2M $113M ▲ +17.6%
Year Plans Participants Total Assets
2022 2 1,460 $96M
2023 2 1,441 $103M
2024 2 1,342 $113M

Nearby 401(k) Plans in Iowa

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

Midwestone Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Midwestone Financial Group, Inc. 401(k) Plan, Total assets ($B): 0.100071109 · Participants: 757Midwestone Financial Group, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Midwestone Financial Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Midwestone Financial Group, Inc. 401(k) Plan side-by-side with 3 peers →

Midwestone Financial Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Kimray, Inc. 401(k) Profit Sharing Plan in OK ($100M); by covered participants it is Central Employees' Savings and Profit Participation Plan in OH (757 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (757 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Midwestone Financial Group, Inc. 401(k) Plan assets move in 2024? ▼
Midwestone Financial Group, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $90M to $100M. Reported net income was $10M.
How have Midwestone Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midwestone Financial Group, Inc.'s sponsor-wide assets grew 17.5%, from $96M to $113M.
Where does Midwestone Financial Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Midwestone Financial Group, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Midwestone Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kimray, Inc. 401(k) Profit Sharing Plan in OK ($100M, 816 participants).
Which 401(k) plans cover a similar participant headcount to Midwestone Financial Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Employees' Savings and Profit Participation Plan in OH (757 participants, $196M in assets).

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 421206172.

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.