Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MIDSTATE BANCORP, INC.
EIN 73-0736860Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$17.0M assets
Welfare
0
Participants
397
13855 QUAIL POINTE DR - OKLAHOMA CITY, OK 73134405-751-2900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.0M assets / 397 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MIDSTATE BANCORP, INC. 401(K) PLAN
401k
Assets$9.8M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#011
MIDSTATE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$7.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MIDSTATE BANCORP, INC. 401(K) PLAN | 401k | $9.8M | 236 | 2024 | |
| 011 | MIDSTATE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $7.2M | 161 | 2024 |
Retirement plans