How big is Midwest Regional Bancorp Inc.'s plan?

Midwest Regional Bancorp Inc.'s plan reported $8.8M in assets and 123 participants for 2024.

Original filing (PDF)20251015095850NAL0002113475001

Midwest Regional Bancorp Inc.

Name: Midwest Regional Bancorp Inc. — Midwest Regional, Form 5500 (2024)
Creator: Midwest Regional Bancorp Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Midwest Regional Bancorp, Inc. 401(k) Plan

401(k) retirement plan · Midwest Regional Bancorp Inc.'s Midwest Regional Bancorp, Inc. 401(k) Plan held $8.8M in plan assets for 123 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

97% in single holding

Active participants

123

Accounts w/ balance

199

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Midwest Regional Bancorp Inc.'s EIN is 20-8080592.

EIN 20-8080592

Plan number 001

Plan year 2024

ACK ID 20251015095850NAL0002113475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Midwest Regional Bancorp Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Midwest Regional Bancorp Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWEST REGIONAL BANCORP INC.

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How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MIDWEST REGIONAL BANCORP INC

EIN

all filings

Address

363 FESTUS CENTRE DR · P.O. BOX 1269 · FESTUS, MO · 63028

Phone

(636) 937-5372

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE LIFE INSURANCE COMPANY	31-4156830	COLUMBUS, OH	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSCE3END LLC	87-3997807	KYLE, TX	INVESTMENT ADVISOR	$23K	—
ACTIVE CORE-PASSIVE THROUGH TARGETD

Investments

3 direct securities· $7.6M(86% of reported assets)

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$7.4M	83.3%
[Assets held in interest-bearing cash]	Other	—	—	$165K	1.9%
[Assets held in participant loans]	Other	—	—	$95K	1.1%