Defined Benefit (Pension) · DOL Form 5500 · 2024

Isabella Bank Corporation Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
85
Participants Small participant base
49th
Percentile by assets National rank
$85,162
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, 85 participants

Isabella Bank Corporation's Isabella Bank Corporation Employee Retirement Plan reported $7M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,877 in Finance & Insurance (8,549 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 / 85 participants.

#2,877
in Finance & Insurance (8,549 peers)
+2.7%
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 2024 · DOL Form 5500

$7,238,764 49th percentile higher than 49% of 123,620 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 2024

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

Plan-year 2024 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 (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isabella Bank Corporation Employee Retirement Plan reported net income fell from $473K in the plan year 2023 filing to $191K in the plan year 2024 filing.
  • Isabella Bank Corporation Employee Retirement Plan reported participants fell from 88 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Isabella Bank Corporation Employee Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 382830092 · Isabella Bank Corporation PY 2024 · Defined Benefit (Pension)

Isabella Bank Corporation Employee Retirement Plan · $7M · 85 · 49th

  • PHOTO $7M
  • IND 85
  • EOY 49th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Grassi & Co. Cpas, PC Cash Balance Plan
  • PCT ind #2877

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

Durham Pension Plan$7MSwisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$7MIsabella Bank Corporation Employee Retirement PlanIsabella Bank Corporation Em…$7MGrassi & Co. Cpas, PC Cash Balance PlanGrassi & Co. Cpas, PC Cash B…$7MRetirement Plan of W.R. Grace & Co. - Ct Dupont Hourly PlanRetirement Plan of W.R. Grac…$7M
End-of-year total assets ($M) among Isabella Bank Corporation Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$191K
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): 0.007238764 · Participants: 85Isabella Bank Corporation Employee Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca 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 Grassi & Co. Cpas, PC Cash Balance Plan in NY ($7M); by covered participants it is Germania Companies Employees Defined Benefit Pension Plan in TX (85 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. 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 2024? ▼
Isabella Bank Corporation Employee Retirement Plan edged up modestly - up 2.7% during 2024, from $7M to $7M. Reported net income was $191K.
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 Grassi & Co. Cpas, PC Cash Balance Plan in NY ($7M, 311 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 Germania Companies Employees Defined Benefit Pension Plan in TX (85 participants, $86M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.