Defined Benefit (Pension) · DOL Form 5500 · 2023

Civista Bancshares, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
48
Participants Small participant base
58th
Percentile by assets National rank
$207,353
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates · Sponsored by Civista Bancshares, Inc. · Ohio · Finance & Insurance

$10M in assets, 48 participants

Civista Bancshares, Inc.'s Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported $10M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,836 in Finance & Insurance (8,869 peers)

Civista Bancshares, Inc. multi-year trail

Civista Bancshares, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates at $10M / 48 participants.

#3,836
in Finance & Insurance (8,869 peers)
-9.0%
assets change YoY

The plan reported a net loss of $981K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates's mid-pack asset rank among Finance & Insurance and all filers

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,952,954 Top 42% higher than 58% 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

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported net income rose from -$4M in the plan year 2022 filing to -$981K in the plan year 2023 filing.
  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported participants fell from 58 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341558688 · Civista Bancshares, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates · $10M · 48 · 58th

  • 5500 $10M
  • 5500 48
  • 5500 58th
  • 5500 Defined Benefit (Pension)
  • 5500 near Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc.
  • 5500 ind #3836

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 Ohio →

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates in the asset neighbourhood

Diagnostic Imaging Associates, P.C. Cash Balance Pension PlanDiagnostic Imaging Associate…$10MAlaska Heart Institute, LLC Cash Balance PlanAlaska Heart Institute, LLC …$10MCrown Cork & Seal Company, Inc. Pension Plan for Certain Designated GroupsCrown Cork & Seal Company, I…$10MPension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesPension Plan for Employees o…$10MPension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc.Pension Plan for Hourly Empl…$10M
End-of-year total assets ($M) among Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Civista Bancshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Civista Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 28.52335712281906% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58M $74.5M ▲ +28.5%
Year Plans Participants Total Assets
2022 2 501 $58M
2023 2 584 $73M
2024 2 586 $75M

Civista Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$981K
Employer EIN341558688
Plan Effective Date1971-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates, Total assets ($B): 0.009952954 · Participants: 48Pension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates side-by-side with 3 peers →

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. in NY ($10M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates assets move in 2023? ▼
Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates pulled back noticeably - down 9.0% during 2023, from $11M to $10M. Reported net income was -$981K.
How have Civista Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Civista Bancshares, Inc.'s sponsor-wide assets grew 28.5%, from $58M to $75M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Employees Employed by the Hapco Division of Kearney-National, Inc. in NY ($10M, 186 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants, $19M 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 341558688.

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.