401(k) · DOL Form 5500 · 2024

Midstate Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
134
Participants Small participant base
55th
Percentile by assets National rank
$72,853
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Midstate Bancorp, Inc. 401(k) Plan · Sponsored by Midstate Bancorp, Inc. · Oklahoma · Finance & Insurance

$10M in assets, 134 participants

Midstate Bancorp, Inc.'s Midstate Bancorp, Inc. 401(k) Plan reported $10M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,340 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Midstate Bancorp, Inc. 401(k) Plan covers 134 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $10M.

#3,340
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY

Midstate Bancorp, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Midstate Bancorp, Inc. 401(k) Plan vs every filed plan by assets

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

$9,762,258 Top 45% higher than 55% 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

Midstate Bancorp, 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. Midstate Bancorp, Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midstate Bancorp, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $582K in the plan year 2024 filing.
  • Midstate Bancorp, Inc. 401(k) Plan reported participants rose from 111 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Midstate Bancorp, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730736860 · Midstate Bancorp, Inc. PY 2024 · 401(k)

Midstate Bancorp, Inc. 401(k) Plan · $10M · 134 · 55th

  • IND $10M
  • IND 134
  • IND 55th
  • IND 401(k)
  • IND near Family Dental Health Retirement Savings Plan
  • IND ind #3340

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 Oklahoma →

Midstate Bancorp, Inc. 401(k) Plan in the asset neighbourhood

Midstate Bancorp, Inc. 401(k) PlanMidstate Bancorp, Inc. 401(k…$10MFamily Dental Health Retirement Savings PlanFamily Dental Health Retirem…$10MTrans-Overseas Corporation Employee Stock Ownership PlanTrans-Overseas Corporation E…$10MVision Profile Extrusions USA Limited 401(k) PlanVision Profile Extrusions US…$10MTibbetts Lumber Co LLC 401(k) Plan 401(k) PlanTibbetts Lumber Co LLC 401(k…$10M
End-of-year total assets ($M) among Midstate Bancorp, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$582K
Employer EIN730736860
Plan Effective Date1992-01-01
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 401(k) Plans in Oklahoma

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

Midstate Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Midstate Bancorp, Inc. 401(k) Plan, Total assets ($B): 0.009762258 · Participants: 134Midstate Bancorp, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Midstate Bancorp, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Midstate Bancorp, Inc. 401(k) Plan side-by-side with 3 peers →

Midstate Bancorp, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Family Dental Health Retirement Savings Plan in SC ($10M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Midstate Bancorp, Inc. 401(k) Plan assets move in 2024? ▼
Midstate Bancorp, Inc. 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $9M to $10M. Reported net income was $582K.
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 401(k) plans are similar in size to Midstate Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Dental Health Retirement Savings Plan in SC ($10M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Midstate Bancorp, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 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.