401(k) · DOL Form 5500 · 2022
Citizens Bank & Trust 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 176
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $178,589
- Avg per participant Above avg balance/head
Official DOL plan name: Citizens Bank & Trust Retirement Benefits Plan · Sponsored by Citizens Bank & Trust · Missouri · Finance & Insurance
$31M in assets, 176 participants
Citizens Bank & Trust's Citizens Bank & Trust Retirement Benefits Plan reported $31M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,774 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Citizens Bank & Trust Retirement Benefits Plan covers 176 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $31M.
- #6,774
- in Finance & Insurance (9,261 peers)
- -17.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizens Bank & Trust Retirement Benefits Plan's outsized position by total assets
Citizens Bank & Trust Retirement Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,431,671 Top 17% higher than 83% 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
Citizens Bank & Trust Retirement Benefits 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. Citizens Bank & Trust Retirement Benefits Plan sits mid-pack in the medium band (176 participants).
EBSA filing schedule strip
Filing strip 430951646 · Citizens Bank & Trust PY 2022 · 401(k)
Citizens Bank & Trust Retirement Benefits Plan · $31M · 176 · 83rd
- VS-ST $31M
- BOY 176
- SCH 83rd
- EBSA 401(k)
- PART near Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff
- TYPE ind #6774
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 Missouri →
Citizens Bank & Trust Retirement Benefits Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$7M |
| Employer EIN | 430951646 |
| Plan Effective Date | 1956-09-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Bank & Trust)
Sponsor-wide plan assets over time
All Citizens Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $31M |
| 2023 | 1 | 159 | N/A |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Citizens Bank & Trust Retirement Benefits Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff in NY ($31M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff (NY) $31M · 85
- Pccp, LLC 401(k) Retirement Savings Plan (CA) $31M · 135
- Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing and 401(k) Plan (OH) $31M · 114
- Williams Tank Lines, Inc. 401(k) Profit Sharing Plan (CA) $31M · 315
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Spin-Off Termination Plan for Arranta Bio Ma, LLC (MA) 176 · 0 off
- Empyrean Services LLC 401(k) Plan (PA) 176 · 0 off
- Vpay Benefits Corporation 401(k) Profit Sharing Plan & Trust (MN) 176 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 176 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.