Defined Benefit (Pension) · DOL Form 5500 · 2022

Isabella Bank Corporation Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
98
Participants Small participant base
56th
Percentile by assets National rank
$67,095
Avg per participant Below avg balance/head
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Official DOL plan name: Isabella Bank Corporation Employee Retirement Plan · Sponsored by Isabella Bank Corporation · Michigan · Finance & Insurance

$7M in assets, 98 participants

Isabella Bank Corporation's Isabella Bank Corporation Employee Retirement Plan reported $7M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,688 in Finance & Insurance (9,261 peers)

Isabella Bank Corporation multi-year trail

Isabella Bank Corporation's plans moved +10.1% in assets from 2022 to 2024; this filing shows Isabella Bank Corporation Employee Retirement Plan at $7M / 98 participants.

#3,688
in Finance & Insurance (9,261 peers)
-24.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isabella Bank Corporation Employee Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Isabella Bank Corporation Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,575,344 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Isabella Bank Corporation Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isabella Bank Corporation Employee Retirement Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 382830092 · Isabella Bank Corporation PY 2022 · Defined Benefit (Pension)

Isabella Bank Corporation Employee Retirement Plan · $7M · 98 · 56th

  • IND $7M
  • EOY 98
  • 5500 56th
  • ASSETS Defined Benefit (Pension)
  • PCT near Danros, Inc. Defined Benefit Pension Plan
  • EIN ind #3688

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Michigan →

Isabella Bank Corporation Employee Retirement Plan in the asset neighbourhood

Isabella Bank Corporation Employee Retirement PlanIsabella Bank Corporation Em…$7MDanros, Inc. Defined Benefit Pension PlanDanros, Inc. Defined Benefit…$7MM & R Distributors International, Inc. Defined Benefit Pension PlanM & R Distributors Internati…$7MThe Orthopaedic Multispecialty Networks, Inc. Cash Balance Pension Plan and TrustThe Orthopaedic Multispecial…$7MEmployees' Pension Plan of Coca-Cola Bottling Company, Kokomo, Indiana, Inc.Employees' Pension Plan of C…$7M
End-of-year total assets ($M) among Isabella Bank Corporation Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Isabella Bank Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Isabella Bank Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.089510145780967% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M$7.4M 202220232024 $6.58M $7.24M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 98 $7M
2023 1 88 $7M
2024 1 85 $7M

Isabella Bank Corporation filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN382830092
Plan Effective Date1953-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Isabella Bank Corporation Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Isabella Bank Corporation Employee Retirement Plan, Total assets ($B): 0.006575344 · Participants: 98Isabella Bank Corporation Employee Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Isabella Bank Corporation Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Isabella Bank Corporation Employee Retirement Plan side-by-side with 3 peers →

Isabella Bank Corporation Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Danros, Inc. Defined Benefit Pension Plan in CA ($7M); by covered participants it is Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in AL (98 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Isabella Bank Corporation Employee Retirement Plan assets move in 2022? ▼
Isabella Bank Corporation Employee Retirement Plan declined sharply - down 24.0% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Isabella Bank Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isabella Bank Corporation's sponsor-wide assets grew 10.1%, from $7M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Isabella Bank Corporation Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Danros, Inc. Defined Benefit Pension Plan in CA ($7M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Isabella Bank Corporation Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in AL (98 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382830092.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.