Midwest Bancorporation retirement plan: assets, participants and fees
What Midwest Bancorporation's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ESOP Partners, Inc | Schedule C ↗ |
| Independent auditor | The Whitlock Company, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Midwest Bancorporation: employer contribution per participant | $5,285 | |
| Peer median | $3,122 |
| Midwest Bancorporation: average balance | $160,051 | |
| Peer median | $111,687 |
| Midwest Bancorporation: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.4M at the end of plan year 2021 to $37.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 233 | $37.1M | $1.2M | $5,285 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 242 | $35.3M | $1.2M | $4,913 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 237 | $31M | $1.1M | $4,682 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 233 | $34.8M | $1.1M | $4,539 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 227 | $30.4M | $975K | $4,313 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Midwest Bancorporation match 401(k) contributions?
The match terms for the Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $5,285 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Midwest Bancorporation 401(k) match vested?
The vesting schedule for the Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Midwest Bancorporation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ESOP Partners, Inc. The plan administrator is Midwest Bancorporation, Inc.
I left Midwest Bancorporation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Midwest Bancorporation, Inc, (573) 686-1466) or the recordkeeper, ESOP Partners, Inc. The Midwest Bancorporation old 401(k) page lists the contacts from every plan filing. Find an old Midwest Bancorporation 401(k)
Data from the public Form 5500 annual reports Midwest Bancorporation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Midwest Bancorporation. Not financial advice. Report a correction · Methodology