Defined Benefit (Pension) · DOL Form 5500 · 2023

Isabella Bank Corporation Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
88
Participants Small participant base
51st
Percentile by assets National rank
$80,089
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, 88 participants

Isabella Bank Corporation's Isabella Bank Corporation Employee Retirement Plan reported $7M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,260 in Finance & Insurance (8,869 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 / 88 participants.

#3,260
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY

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 2023 · DOL Form 5500

$7,047,874 Top 49% higher than 51% of 127,068 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 2023

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

Plan-year 2023 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 (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isabella Bank Corporation Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $473K in the plan year 2023 filing.
  • Isabella Bank Corporation Employee Retirement Plan reported participants fell from 98 in the plan year 2022 filing to 88 in the plan year 2023 filing.
  • Isabella Bank Corporation Employee Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382830092 · Isabella Bank Corporation PY 2023 · Defined Benefit (Pension)

Isabella Bank Corporation Employee Retirement Plan · $7M · 88 · 51st

  • RANK $7M
  • RANK 88
  • RANK 51st
  • RANK Defined Benefit (Pension)
  • RANK near B&g Foods Union Pension Plan
  • RANK ind #3260

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

Sharon Quisenberry Defined Benefit PlanSharon Quisenberry Defined B…$7MIsabella Bank Corporation Employee Retirement PlanIsabella Bank Corporation Em…$7MB&g Foods Union Pension Plan$7MThe Johnstown Tribune Publishing Company Bargaining Pension PlanThe Johnstown Tribune Publis…$7MHarry Winston, Inc. Employees' Retirement PlanHarry Winston, Inc. Employee…$7M
End-of-year total assets ($M) among Isabella Bank Corporation Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$473K
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): 0.007047874 · Participants: 88Isabella Bank Corporation Employee Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca 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 B&g Foods Union Pension Plan in NJ ($7M); by covered participants it is Fulton Financial Affiliates Defined Benefit Pension Plan in PA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Isabella Bank Corporation Employee Retirement Plan grew at a solid clip - up 7.2% during 2023, from $7M to $7M. Reported net income was $473K.
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 B&g Foods Union Pension Plan in NJ ($7M, 36 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 Fulton Financial Affiliates Defined Benefit Pension Plan in PA (88 participants, $85M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.