401(k) · DOL Form 5500 · 2023
Civista Bancshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 536
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $117,241
- Avg per participant Below avg balance/head
Official DOL plan name: Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates · Sponsored by Civista Bancshares, Inc. · Ohio · Finance & Insurance
$63M in assets, 536 participants
Civista Bancshares, Inc.'s Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates reported $63M in total assets and 536 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,192 in Finance & Insurance (8,869 peers)
Where Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates sits by assets
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates sits in the top quartile of all filed plans by assets, $63M for 536 participants (~$117,241/participant), up 33.5% in 2023.
- #7,192
- in Finance & Insurance (8,869 peers)
- +33.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates's outsized position by total assets
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,840,986 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates sits mid-pack in the medium band (536 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates reported net income rose from -$10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates end-of-year assets rose from $47M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates reported participants rose from 443 in the plan year 2022 filing to 536 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341558688 · Civista Bancshares, Inc. PY 2023 · 401(k)
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates · $63M · 536 · 88th
- NET $63M
- NET 536
- NET 88th
- NET 401(k)
- NET near Connecticut Gi 401(k) Profit Sharing Plan & Trust Agreement
- NET ind #7192
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 →
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $16M |
| Employer EIN | 341558688 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Civista Bancshares, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 501 | $58M |
| 2023 | 2 | 584 | $73M |
| 2024 | 2 | 586 | $75M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Connecticut Gi 401(k) Profit Sharing Plan & Trust Agreement in CT ($63M); by covered participants it is Zenith Freight Lines, LLC 401 (K) Plan in NC (536 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Connecticut Gi 401(k) Profit Sharing Plan & Trust Agreement (CT) $63M · 430
- Amano USA 401(k) Retirement Plan (NJ) $63M · 512
- Endries International Inc. 401(k) Plan (WI) $63M · 861
- Weathertech Direct, LLC 401(k) Plan (IL) $63M · 1,243
Similar participant headcount
Nearest other-state filings by covered participants (536 participants); asset peers above are excluded.
- Zenith Freight Lines, LLC 401 (K) Plan (NC) 536 · 0 off
- Syniverse Technologies Savings Plan (FL) 536 · 0 off
- Avem Business Solutions 401(k) Plan (OK) 536 · 0 off
- Franchise Management 401(k) Plan (KY) 536 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.