401(k) · DOL Form 5500 · 2022

Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
203
Participants Below avg headcount
87th
Percentile by assets National rank
$221,547
Avg per participant Above avg balance/head
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Official DOL plan name: Citi Retirement Savings Plan for Puerto Rico · Sponsored by Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc. · Connecticut · Finance & Insurance

$45M in assets, 203 participants

Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc.'s Citi Retirement Savings Plan for Puerto Rico reported $45M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,342 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Citi Retirement Savings Plan for Puerto Rico covers 203 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $45M.

#7,342
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citi Retirement Savings Plan for Puerto Rico's outsized position by total assets

Citi Retirement Savings Plan for Puerto Rico vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$44,973,953 Top 13% higher than 87% of 139,123 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 2022

Citi Retirement Savings Plan for Puerto Rico 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. Citi Retirement Savings Plan for Puerto Rico sits mid-pack in the medium band (203 participants).

Form 5500 schedule snapshot

Filing strip 660177415 · Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc. PY 2022 · 401(k)

Citi Retirement Savings Plan for Puerto Rico · $45M · 203 · 87th

  • BOY $45M
  • SCH 203
  • EBSA 87th
  • PART 401(k)
  • TYPE near Futurecare 401(k) Plan
  • NET ind #7342

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 Connecticut →

Citi Retirement Savings Plan for Puerto Rico in the asset neighbourhood

Don Evans Nevada, Inc. 401(k) Retirement PlanDon Evans Nevada, Inc. 401(k…$45MStokes Lawrence, P.S. 401(k) Profit Sharing PlanStokes Lawrence, P.S. 401(k)…$45MCfs Brands LLC 401(k) Plan$45MCiti Retirement Savings Plan for Puerto RicoCiti Retirement Savings Plan…$45MFuturecare 401(k) Plan$45M
End-of-year total assets ($M) among Citi Retirement Savings Plan for Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$45M
Net Income-$9M
Employer EIN660177415
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc.)

Sponsor-wide plan assets over time

All Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 11.50181083704161% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45M $50.2M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 203 $45M
2023 1 113 $49M
2024 1 108 $50M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Citi Retirement Savings Plan for Puerto Rico, Total assets ($B): 0.044973953 · Participants: 203Citi Retirement Savings Plan for Puerto RicoUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Citi Retirement Savings Plan for Puerto Rico side-by-side with 3 peers →

Citi Retirement Savings Plan for Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Futurecare 401(k) Plan in MD ($45M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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.

Frequently Asked Questions

How did Citi Retirement Savings Plan for Puerto Rico assets move in 2022? ▼
Citi Retirement Savings Plan for Puerto Rico declined sharply - down 16.7% during 2022, from $54M to $45M. Reported net income was -$9M.
How have Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citibank, N. a. Puerto Rico, a Subsidiary of Citigroup Inc.'s sponsor-wide assets grew 11.5%, from $45M to $50M.
Where does Citi Retirement Savings Plan for Puerto Rico rank by assets among Form 5500 filers? ▼
Citi Retirement Savings Plan for Puerto Rico ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Futurecare 401(k) Plan in MD ($45M, 2,763 participants).
Which 401(k) plans cover a similar participant headcount to Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660177415.

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.