Defined Benefit (Pension) · DOL Form 5500 · 2024

Civista Bancshares, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
42
Participants Small participant base
54th
Percentile by assets National rank
$220,780
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

$9M in assets, 42 participants

Civista Bancshares, Inc.'s Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported $9M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,256 in Finance & Insurance (8,549 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 $9M / 42 participants.

#3,256
in Finance & Insurance (8,549 peers)
-6.8%
assets change YoY

The plan reported a net loss of $680K 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 2024 · DOL Form 5500

$9,272,747 Top 46% higher than 54% 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

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

Plan-year 2024 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 (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported net income rose from -$981K in the plan year 2023 filing to -$680K in the plan year 2024 filing.
  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates reported participants fell from 48 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341558688 · Civista Bancshares, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates · $9M · 42 · 54th

  • EOY $9M
  • 5500 42
  • ASSETS 54th
  • PCT Defined Benefit (Pension)
  • EIN near The United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension Plan
  • RANK ind #3256

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

The United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension PlanThe United Automobile, Aeros…$9MAir Line Pilots Association, International Market Based Cash Balance PlanAir Line Pilots Association,…$9MPension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesPension Plan for Employees o…$9MGte Federal Credit Union Defined Benefit PlanGte Federal Credit Union Def…$9MRetirement Benefit Plan for Salaried Employees of Southern Copper CorporationRetirement Benefit Plan for …$9M
End-of-year total assets ($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 2024.

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 (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$680K
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. -500005000100001500020000 -505101520 Total assets ($B) Participants Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates, Total assets ($B): 0.009272747 · Participants: 42Pension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

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 The United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension Plan in CT ($9M); by covered participants it is Employees' Retirement Income Plan of Bank Leumi USA in NJ (42 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 Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates assets move in 2024?
Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates pulled back noticeably - down 6.8% during 2024, from $10M to $9M. Reported net income was -$680K.
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 The United Automobile, Aerospace and Agricultural Implement Workers of America & Its Local 1242 Mckinney Products Company Pension Plan in CT ($9M, N/A 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 Income Plan of Bank Leumi USA in NJ (42 participants, $77M in assets).