MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN

Plan Contact

  • Address: PO BOX 1700,,IOWA CITY,IA
  • Contact person: COREY PHILLIPS
  • Phone: (319) 356-5922

Plan General Information

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is $89,757,259.00.This plan was established in 1992.

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is 1071

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is $83,806.00

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is $4,531.00.

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is approximately $2,102.00
Investing in this additonal $2,102.00 for 20 years would give you extra $134,581.00, assuming a 10% annual return.

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN allocates $2,252,140.00 to match its employees' contributions, providing an employer match rate of 48.47% of their contributions

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is 10.32%.

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is 17.22%. This measures the effectiveness of the plan participants' investments in the year.

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN is 0.22%.

Enrollment Features

MIDWESTONE FINANCIAL GROUP, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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