ESOP · DOL Form 5500 · 2024
Midwestone Financial Group, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 585
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $22,268
- Avg per participant Low balance/head
Official DOL plan name: Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Midwestone Financial Group, Inc. · Iowa · Management of Enterprises
$13M in assets, 585 participants
Midwestone Financial Group, Inc.'s Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust reported $13M in total assets and 585 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #505 in Management of Enterprises (1,133 peers)
Midwestone Financial Group, Inc. multi-year trail
Midwestone Financial Group, Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust at $13M / 585 participants.
- #505
- in Management of Enterprises (1,133 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,026,538 Top 39% higher than 61% 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
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust 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. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (585 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$2M in the plan year 2023 filing to -$58K in the plan year 2024 filing.
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 652 in the plan year 2023 filing to 585 in the plan year 2024 filing.
- Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
DOL schedule card
Filing strip 421206172 · Midwestone Financial Group, Inc. PY 2024 · ESOP
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust · $13M · 585 · 61st
- BOOK $13M
- VS-ST 585
- BOY 61st
- SCH ESOP
- EBSA near Ollis and Company Employee Stock Ownership Plan
- PART ind #505
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 Iowa →
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Midwestone Financial Group, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,460 | $96M |
| 2023 | 2 | 1,441 | $103M |
| 2024 | 2 | 1,342 | $113M |
Midwestone Financial Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$58K |
| Employer EIN | 421206172 |
| Plan Effective Date | 1985-12-31 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Midwestone Financial Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Ollis and Company Employee Stock Ownership Plan in MO ($13M); by covered participants it is Integra Technologies Employee Stock Ownership Plan in KS (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (585 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.