401(k) · DOL Form 5500 · 2022
Citigroup Inc. 401(k) Plan
Data updated 2026-08-11
- $17.4B
- Total assets
- 70,070
- Participants
- 100th
- Percentile by assets
- $248,879
- Avg per participant
Official DOL plan name: Citi Retirement Savings Plan · Sponsored by Citigroup Inc. · Connecticut · Finance & Insurance
$17.4B in assets, 70,070 participants
Citigroup Inc.'s Citi Retirement Savings Plan reported $17.4B in total assets and 70,070 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,257 in Finance & Insurance (9,261 peers)
Coverage in Connecticut
Citi Retirement Savings Plan covers 70,070 participants in Connecticut, 98x the typical Connecticut plan (state average ~718 per filing). Assets: $17.4B.
- $17.4B
- total plan assets (2022 EOY)
- 70,070
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $248,879
- avg assets per participant
The plan reported a net loss of $3.0B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Citi Retirement Savings Plan reports 70,070 participants - 98x that state average ($17.4B EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $20.4B |
|---|---|
| Net Assets (End of Year) | $17.4B |
| Net Income | -$3.0B |
| Employer EIN | 521568099 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citigroup Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 88,554 | $27.9B |
| 2023 | 2 | 95,148 | $31.3B |
| 2024 | 2 | 94,647 | $33.2B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Citi Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
- Eversource 401(k) Plan $3.6B · 9,111
Scale composition for Citi Retirement Savings Plan
Citi Retirement Savings Plan reports $17.4B in end-of-year assets across 70,070 participants (0.14% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.075% of 93,925,755 covered participants) - about $248,879 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2022 was -$3.0B.
This plan identity (EIN 521568099, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $17.4B to $23.2B (+33.3%) while covered participants moved from 70,070 to 78,741 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 70,070 | $17.4B | This page |
| 2023 | 77,865 | $20.7B | Open filing |
| 2024 · index core | 78,741 | $23.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Citi Retirement Savings Plan (401(k), $23.2B, 78,741 participants)
- The Citigroup Pension Plan (Defined Benefit (Pension), $10.0B, 15,906 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Citi Retirement Savings Plan by total assets, not by location.
- Amazon 401(k) Plan (WA) $17.7B · 1,230,308
- Pfizer Savings Plan (NJ) $17.8B · 27,796
- General Motors Retirement Savings Plan for Salaried Employees in the United States (MI) $18.1B · 43,382
- Intel 401(k) Savings Plan (CA) $18.4B · 54,672
Frequently Asked Questions
How did Citi Retirement Savings Plan assets move in 2022? ▼
How have Citigroup Inc. plan assets changed over time? ▼
Where does Citi Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Citi Retirement Savings Plan? ▼
Next read for Citi Retirement Savings Plan
Filing takeaways
Ways to act on Citi Retirement Savings Plan's numbers.
- By total assets, Citi Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Citigroup Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Finance & Insurance plans