401(k) · DOL Form 5500 · 2022
The Citizens Bank of Philadelphia 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $88,247
- Avg per participant Below avg balance/head
Official DOL plan name: The Citizens Bank Profit Sharing and Savings Plan and Trust · Sponsored by The Citizens Bank of Philadelphia · Mississippi · Finance & Insurance
$24M in assets, 274 participants
The Citizens Bank of Philadelphia's The Citizens Bank Profit Sharing and Savings Plan and Trust reported $24M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #6,286 in Finance & Insurance (9,261 peers)
Where The Citizens Bank Profit Sharing and Savings Plan and Trust sits by assets
The Citizens Bank Profit Sharing and Savings Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 274 participants (~$88,247/participant), down 21.9% in 2022.
- #6,286
- in Finance & Insurance (9,261 peers)
- -21.9%
- assets change YoY
- 0.2×
- 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.
The Citizens Bank Profit Sharing and Savings Plan and Trust's outsized position by total assets
The Citizens Bank Profit Sharing and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,179,770 Top 20% higher than 80% 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
The Citizens Bank Profit Sharing and Savings Plan and Trust 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. The Citizens Bank Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (274 participants).
DOL schedule card
Filing strip 640134511 · The Citizens Bank of Philadelphia PY 2022 · 401(k)
The Citizens Bank Profit Sharing and Savings Plan and Trust · $24M · 274 · 80th
- PHOTO $24M
- IND 274
- EOY 80th
- 5500 401(k)
- ASSETS near Marathon Asset Management, LP 401(k) Plan
- PCT ind #6286
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 Mississippi →
The Citizens Bank Profit Sharing and Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$7M |
| Employer EIN | 640134511 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Citizens Bank of Philadelphia)
Sponsor-wide plan assets over time
All The Citizens Bank of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 26.031389049606346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $24M |
| 2023 | 1 | 277 | $28M |
| 2024 | 1 | 269 | $30M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $717M · 6,553
- Ergon 401(k) Plan $560M · 3,038
- Hancock Whitney Corporation 401(k) Savings Plan $468M · 3,323
- Southern Farm Bureau and Adopting Companies 401(k) Plan $433M · 2,626
- Trustmark 401(k) Plan $345M · 2,730
The Citizens Bank Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Marathon Asset Management, LP 401(k) Plan in NY ($24M); by covered participants it is Second Samuel Transport Inc 401(k) Plan in MI (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Marathon Asset Management, LP 401(k) Plan (NY) $24M · 114
- Burch, Porter & Johnson Self Employed Retirement Plan (TN) $24M · 55
- Spins 401(k) Plan (IL) $24M · 390
- Profit Sharing Plan of Bfs, Inc. (HI) $24M · 397
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.