Back to filter
Original filing (PDF)20250307101128NAL0006115027001
MIDSTATE CONSTRUCTION CORPORATION
Form 5500-SF
FILING_RECEIVED
MIDSTATE CONSTRUCTION CORPORATION 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
68
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDSTATE CONSTRUCTION CORPORATION.
Plan sponsor
Name
MIDSTATE CONSTRUCTION CORPORATION
EIN
94-1063267
Address
1180 HOLM ROAD · PETALUMA, CA · 94954
Phone
(707) 762-3200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
J. PETROCELLI CONTRACTING, INC.
J. PETROCELLI CONTRACTING, INC. 401(K) PROFIT SHARING PLAN
$16.4M · 39 participants
CENTRIC CONSTRUCTION, INC.
CENTRIC 401(K) PLAN
$16.4M · 102 participants
ROBERT T. PIZZANO GENERAL CONTRACTORS, INC.
ROBERT T. PIZZANO GENERAL CONTRACTORS, INC RETIREMENT SAVINGS PLAN
$16.4M · 56 participants
KNIGHT CONST. & SUPPLY, INC.
KNIGHT EMPLOYEE RETIREMENT PLAN
$16.4M · 134 participants
WELBRO BUILDING CORPORATION
PROFIT SHARING/401(K) PLAN AND TRUST FOR EMPLOYEES OF WELBRO BUILDING CORPORATION
$16.4M · 97 participants
DEL AMO CONSTRUCTION, LLC
DEL AMO CONSTRUCTION, LLC 401(K) PLAN
$16.3M · 104 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B