401(k) · DOL Form 5500 · 2022
Citadel Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 488
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $133,837
- Avg per participant Near avg balance/head
Official DOL plan name: Citadel Retirement Plan · Sponsored by Citadel Federal Credit Union · Pennsylvania · Finance & Insurance
$65M in assets, 488 participants
Citadel Federal Credit Union's Citadel Retirement Plan reported $65M in total assets and 488 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,776 in Finance & Insurance (9,261 peers)
Where Citadel Retirement Plan sits by assets
Citadel Retirement Plan sits in the top 10% of all filed plans by assets, $65M for 488 participants (~$133,837/participant), down 13.1% in 2022.
- #7,776
- in Finance & Insurance (9,261 peers)
- -13.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citadel Retirement Plan's outsized position by total assets
Citadel Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$65,312,567 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Citadel Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Retirement Plan sits mid-pack in the medium band (488 participants).
EBSA filing schedule strip
Filing strip 231357102 · Citadel Federal Credit Union PY 2022 · 401(k)
Citadel Retirement Plan · $65M · 488 · 90th
- NET $65M
- NET 488
- NET 90th
- NET 401(k)
- NET near Franke USA Holding, Inc. Savings Plus Plan
- NET ind #7776
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 Pennsylvania →
Citadel Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$10M |
| Employer EIN | 231357102 |
| Plan Effective Date | 1977-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citadel Federal Credit Union)
Sponsor-wide plan assets over time
All Citadel Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 28.84195471906655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 488 | $65M |
| 2023 | 1 | 528 | $76M |
| 2024 | 1 | 549 | $84M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Citadel Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Franke USA Holding, Inc. Savings Plus Plan in TN ($65M); by covered participants it is Mcguyer Homebuilders, Inc. Savings Plan in TX (488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Franke USA Holding, Inc. Savings Plus Plan (TN) $65M · 751
- Michelsen Packaging Company 401(k) Plan (WA) $65M · 177
- United Federal Credit Union 401(k) Plan (MI) $65M · 761
- Lightbox Employer, L.L.C. Retirement Plan (CT) $65M · 409
Similar participant headcount
Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.
- Mcguyer Homebuilders, Inc. Savings Plan (TX) 488 · 0 off
- Preferred Care of Michigan 401(k) Plan (MI) 488 · 0 off
- J.F. Taylor, Inc. 401(k) Plan (MD) 488 · 0 off
- 3cloud LLC 401(k) Plan (IL) 488 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.