Civic Intelligence

MIDWEST ONE FINANCIAL GROUP INC

Plan context: Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust

EIN 42-1206172 • Iowa City, IA • 81 filings • 12 plans

102 S Clinton StreetIowa City, IA 52244-1700
Current Snapshot

Latest Year

2025

2025 Participants

892

2025 Assets

$113,097,647

2025 Contributions

$1,030,795

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$113,097,647$56,548,824$0200820162024YearValue
$113,097,647Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

8924460200820162024YearValue
892Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$1,030,795-
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-0-$1,030,795-
20245892$113,097,647$10,639,444$11,928iApproximate average salary by contribution assumption: employee only about $298,191 at 4% or $198,794 at 6%; with 50% employer match about $198,794 at 4% or $132,529 at 6%; with 100% employer match about $149,095 at 4% or $99,397 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-778$100,071,109$10,639,444$13,675iApproximate average salary by contribution assumption: employee only about $341,884 at 4% or $227,923 at 6%; with 50% employer match about $227,923 at 4% or $151,949 at 6%; with 100% employer match about $170,942 at 4% or $113,961 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-699$13,026,538--
Midwestone Financial Group Inc. Cafeteria Plan-561---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-892---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-669---
20235757$103,048,078$7,677,710$10,142iApproximate average salary by contribution assumption: employee only about $253,557 at 4% or $169,038 at 6%; with 50% employer match about $169,038 at 4% or $112,692 at 6%; with 100% employer match about $126,779 at 4% or $84,519 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-757$89,757,259$7,675,205$10,139iApproximate average salary by contribution assumption: employee only about $253,474 at 4% or $168,983 at 6%; with 50% employer match about $168,983 at 4% or $112,655 at 6%; with 100% employer match about $126,737 at 4% or $84,491 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-585$13,290,819$2,505$4iApproximate average salary by contribution assumption: employee only about $107 at 4% or $71 at 6%; with 50% employer match about $71 at 4% or $48 at 6%; with 100% employer match about $54 at 4% or $36 at 6%.
Midwestone Financial Group Inc. Cafeteria Plan-474---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-546---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-740---
20225876$96,212,604$10,819,872$12,351iApproximate average salary by contribution assumption: employee only about $308,786 at 4% or $205,858 at 6%; with 50% employer match about $205,858 at 4% or $137,238 at 6%; with 100% employer match about $154,393 at 4% or $102,929 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-757$81,360,430$9,190,223$12,140iApproximate average salary by contribution assumption: employee only about $303,508 at 4% or $202,339 at 6%; with 50% employer match about $202,339 at 4% or $134,892 at 6%; with 100% employer match about $151,754 at 4% or $101,169 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-617$14,852,174$1,629,649$2,641iApproximate average salary by contribution assumption: employee only about $66,031 at 4% or $44,021 at 6%; with 50% employer match about $44,021 at 4% or $29,347 at 6%; with 100% employer match about $33,016 at 4% or $22,010 at 6%.
Midwestone Financial Group Inc. Cafeteria Plan-566---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-633---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-876---
20215713$107,023,163$8,926,539$12,520iApproximate average salary by contribution assumption: employee only about $312,992 at 4% or $208,662 at 6%; with 50% employer match about $208,662 at 4% or $139,108 at 6%; with 100% employer match about $156,496 at 4% or $104,331 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-698$93,172,702$6,907,565$9,896iApproximate average salary by contribution assumption: employee only about $247,406 at 4% or $164,937 at 6%; with 50% employer match about $164,937 at 4% or $109,958 at 6%; with 100% employer match about $123,703 at 4% or $82,469 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-589$13,850,461$2,018,974$3,428iApproximate average salary by contribution assumption: employee only about $85,695 at 4% or $57,130 at 6%; with 50% employer match about $57,130 at 4% or $38,087 at 6%; with 100% employer match about $42,847 at 4% or $28,565 at 6%.
Midwestone Financial Group Inc. Cafeteria Plan-544---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-713---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-579---
20205749$97,549,782$7,312,974$9,764iApproximate average salary by contribution assumption: employee only about $244,091 at 4% or $162,728 at 6%; with 50% employer match about $162,728 at 4% or $108,485 at 6%; with 100% employer match about $122,046 at 4% or $81,364 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-749$87,615,581$6,106,135$8,152iApproximate average salary by contribution assumption: employee only about $203,810 at 4% or $135,873 at 6%; with 50% employer match about $135,873 at 4% or $90,582 at 6%; with 100% employer match about $101,905 at 4% or $67,937 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-636$9,934,201$1,206,839$1,898iApproximate average salary by contribution assumption: employee only about $47,439 at 4% or $31,626 at 6%; with 50% employer match about $31,626 at 4% or $21,084 at 6%; with 100% employer match about $23,719 at 4% or $15,813 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-729---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-602---
Midwestone Financial Group Inc. Cafeteria Plan-563---
20195741$88,762,141$30,176,241$40,724iApproximate average salary by contribution assumption: employee only about $1,018,092 at 4% or $678,728 at 6%; with 50% employer match about $678,728 at 4% or $452,485 at 6%; with 100% employer match about $509,046 at 4% or $339,364 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-741$76,263,300$28,646,321$38,659iApproximate average salary by contribution assumption: employee only about $966,475 at 4% or $644,317 at 6%; with 50% employer match about $644,317 at 4% or $429,544 at 6%; with 100% employer match about $483,238 at 4% or $322,158 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-623$12,498,841$1,529,920$2,456iApproximate average salary by contribution assumption: employee only about $61,393 at 4% or $40,929 at 6%; with 50% employer match about $40,929 at 4% or $27,286 at 6%; with 100% employer match about $30,697 at 4% or $20,464 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-730---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-598---
Midwestone Financial Group Inc. Cafeteria Plan-513---
20185569$50,088,969$5,486,908$9,643iApproximate average salary by contribution assumption: employee only about $241,077 at 4% or $160,718 at 6%; with 50% employer match about $160,718 at 4% or $107,145 at 6%; with 100% employer match about $120,538 at 4% or $80,359 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-569$41,872,551$4,543,407$7,985iApproximate average salary by contribution assumption: employee only about $199,622 at 4% or $133,082 at 6%; with 50% employer match about $133,082 at 4% or $88,721 at 6%; with 100% employer match about $99,811 at 4% or $66,541 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-473$8,216,418$943,501$1,995iApproximate average salary by contribution assumption: employee only about $49,868 at 4% or $33,245 at 6%; with 50% employer match about $33,245 at 4% or $22,164 at 6%; with 100% employer match about $24,934 at 4% or $16,623 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-555---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-465---
Midwestone Financial Group Inc. Cafeteria Plan-428---
20175607$54,633,551$5,178,460$8,531iApproximate average salary by contribution assumption: employee only about $213,281 at 4% or $142,187 at 6%; with 50% employer match about $142,187 at 4% or $94,792 at 6%; with 100% employer match about $106,640 at 4% or $71,094 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-607$44,350,917$4,397,784$7,245iApproximate average salary by contribution assumption: employee only about $181,128 at 4% or $120,752 at 6%; with 50% employer match about $120,752 at 4% or $80,501 at 6%; with 100% employer match about $90,564 at 4% or $60,376 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-469$10,282,634$780,676$1,665iApproximate average salary by contribution assumption: employee only about $41,614 at 4% or $27,743 at 6%; with 50% employer match about $27,743 at 4% or $18,495 at 6%; with 100% employer match about $20,807 at 4% or $13,871 at 6%.
Midwestone Financial Group Inc. Cafeteria Plan-433---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-474---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-588---
20165589$50,674,362$5,110,259$8,676iApproximate average salary by contribution assumption: employee only about $216,904 at 4% or $144,603 at 6%; with 50% employer match about $144,603 at 4% or $96,402 at 6%; with 100% employer match about $108,452 at 4% or $72,301 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-589$38,643,520$4,149,832$7,046iApproximate average salary by contribution assumption: employee only about $176,139 at 4% or $117,426 at 6%; with 50% employer match about $117,426 at 4% or $78,284 at 6%; with 100% employer match about $88,069 at 4% or $58,713 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-483$12,030,842$960,427$1,988iApproximate average salary by contribution assumption: employee only about $49,712 at 4% or $33,141 at 6%; with 50% employer match about $33,141 at 4% or $22,094 at 6%; with 100% employer match about $24,856 at 4% or $16,571 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-552---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-451---
Midwestone Financial Group Inc. Cafeteria Plan-420---
20155643$47,105,390$16,295,615$25,343iApproximate average salary by contribution assumption: employee only about $633,578 at 4% or $422,385 at 6%; with 50% employer match about $422,385 at 4% or $281,590 at 6%; with 100% employer match about $316,789 at 4% or $211,193 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-643$37,744,822$15,303,941$23,801iApproximate average salary by contribution assumption: employee only about $595,021 at 4% or $396,681 at 6%; with 50% employer match about $396,681 at 4% or $264,454 at 6%; with 100% employer match about $297,511 at 4% or $198,340 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-643$9,360,568$991,674$1,542iApproximate average salary by contribution assumption: employee only about $38,557 at 4% or $25,704 at 6%; with 50% employer match about $25,704 at 4% or $17,136 at 6%; with 100% employer match about $19,278 at 4% or $12,852 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-340---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-289---
Midwestone Financial Group Inc. Cafeteria Plan-266---
20145377$34,051,867$2,846,366$7,550iApproximate average salary by contribution assumption: employee only about $188,751 at 4% or $125,834 at 6%; with 50% employer match about $125,834 at 4% or $83,889 at 6%; with 100% employer match about $94,376 at 4% or $62,917 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-377$25,262,865$2,250,425$5,969iApproximate average salary by contribution assumption: employee only about $149,232 at 4% or $99,488 at 6%; with 50% employer match about $99,488 at 4% or $66,326 at 6%; with 100% employer match about $74,616 at 4% or $49,744 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-310$8,789,002$595,941$1,922iApproximate average salary by contribution assumption: employee only about $48,060 at 4% or $32,040 at 6%; with 50% employer match about $32,040 at 4% or $21,360 at 6%; with 100% employer match about $24,030 at 4% or $16,020 at 6%.
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-276---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-358---
Midwestone Financial Group Inc. Cafeteria Plan-260---
20135372$33,492,766$2,829,145$7,605iApproximate average salary by contribution assumption: employee only about $190,131 at 4% or $126,754 at 6%; with 50% employer match about $126,754 at 4% or $84,503 at 6%; with 100% employer match about $95,065 at 4% or $63,377 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-372$24,641,625$2,230,471$5,996iApproximate average salary by contribution assumption: employee only about $149,897 at 4% or $99,931 at 6%; with 50% employer match about $99,931 at 4% or $66,621 at 6%; with 100% employer match about $74,949 at 4% or $49,966 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-312$8,851,141$598,674$1,919iApproximate average salary by contribution assumption: employee only about $47,971 at 4% or $31,980 at 6%; with 50% employer match about $31,980 at 4% or $21,320 at 6%; with 100% employer match about $23,985 at 4% or $15,990 at 6%.
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-279---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-345---
Midwestone Financial Group Inc. Cafeteria Plan-259---
20125387$27,185,629$3,198,970$8,266iApproximate average salary by contribution assumption: employee only about $206,652 at 4% or $137,768 at 6%; with 50% employer match about $137,768 at 4% or $91,845 at 6%; with 100% employer match about $103,326 at 4% or $68,884 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-387$20,347,251$2,589,822$6,692iApproximate average salary by contribution assumption: employee only about $167,301 at 4% or $111,534 at 6%; with 50% employer match about $111,534 at 4% or $74,356 at 6%; with 100% employer match about $83,651 at 4% or $55,767 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-292$6,838,378$609,148$2,086iApproximate average salary by contribution assumption: employee only about $52,153 at 4% or $34,769 at 6%; with 50% employer match about $34,769 at 4% or $23,179 at 6%; with 100% employer match about $26,077 at 4% or $17,384 at 6%.
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-377---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-287---
Midwestone Financial Group Inc. Cafeteria Plan-267---
20116380$22,006,958$2,529,452$6,656iApproximate average salary by contribution assumption: employee only about $166,411 at 4% or $110,941 at 6%; with 50% employer match about $110,941 at 4% or $73,961 at 6%; with 100% employer match about $83,206 at 4% or $55,470 at 6%.
Midwestone Financial Group Inc. 401(K) Plan-380$16,571,175$1,975,286$5,198iApproximate average salary by contribution assumption: employee only about $129,953 at 4% or $86,635 at 6%; with 50% employer match about $86,635 at 4% or $57,757 at 6%; with 100% employer match about $64,977 at 4% or $43,318 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-324$5,435,783$554,166$1,710iApproximate average salary by contribution assumption: employee only about $42,760 at 4% or $28,506 at 6%; with 50% employer match about $28,506 at 4% or $19,004 at 6%; with 100% employer match about $21,380 at 4% or $14,253 at 6%.
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-272---
MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES SHORT TERM DISABILITY PLAN-0---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-379---
Midwestone Financial Group Inc. Cafeteria Plan-271---
20105377$5,313,125$286,986$761iApproximate average salary by contribution assumption: employee only about $19,031 at 4% or $12,687 at 6%; with 50% employer match about $12,687 at 4% or $8,458 at 6%; with 100% employer match about $9,515 at 4% or $6,344 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-338$5,313,125$286,986$849iApproximate average salary by contribution assumption: employee only about $21,227 at 4% or $14,151 at 6%; with 50% employer match about $14,151 at 4% or $9,434 at 6%; with 100% employer match about $10,613 at 4% or $7,076 at 6%.
MIDWESTONE FINANCIAL GROUP & SUBSIDIARIES SHORT TERM DISABILITY PLAN-165---
Midwestone Financial Group & Subsidiaries Vision & Dental Plan-266---
Midwestone Financial Group Inc & Subsidiaries Group Term Life & Long Term Disability-377---
Midwestone Financial Group Inc. Cafeteria Plan-257---
20093313$3,190,226$274,911$878iApproximate average salary by contribution assumption: employee only about $21,958 at 4% or $14,638 at 6%; with 50% employer match about $14,638 at 4% or $9,759 at 6%; with 100% employer match about $10,979 at 4% or $7,319 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-313$3,190,226$274,911$878iApproximate average salary by contribution assumption: employee only about $21,958 at 4% or $14,638 at 6%; with 50% employer match about $14,638 at 4% or $9,759 at 6%; with 100% employer match about $10,979 at 4% or $7,319 at 6%.
Midwestone Financial Group Inc. Cafeteria Plan-295---
Midwestone Financial Group Inc. Cafeteria Plan-295---
20081304$4,604,333$419,304$1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,325 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
Midwestone Financial Group Inc. Employee Stock Ownership Plan and Trust-304$4,604,333$419,304$1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,325 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.