401(k) · DOL Form 5500 · 2022

Citizens Disability, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
124
Participants Small participant base
41st
Percentile by assets National rank
$24,991
Avg per participant Low balance/head
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Official DOL plan name: Citizens Disability 401(k) Plan · Sponsored by Citizens Disability, LLC · Massachusetts · Professional & Technical Services

$3M in assets, 124 participants

Citizens Disability, LLC's Citizens Disability 401(k) Plan reported $3M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,265 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Citizens Disability 401(k) Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#8,265
in Professional & Technical Services (21,562 peers)
-3.7%
assets change YoY

The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Disability 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Citizens Disability 401(k) Plan vs every filed plan by assets

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

$3,098,872 41st percentile higher than 41% 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

Citizens Disability 401(k) 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 Disability 401(k) Plan sits mid-pack in the medium band (124 participants).

EBSA filing schedule strip

Filing strip 272970935 · Citizens Disability, LLC PY 2022 · 401(k)

Citizens Disability 401(k) Plan · $3M · 124 · 41st

  • IND $3M
  • EOY 124
  • 5500 41st
  • ASSETS 401(k)
  • PCT near Maine Technical Source 401(k) Profit Sharing
  • EIN ind #8265

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Citizens Disability 401(k) Plan in the asset neighbourhood

Citizens Disability 401(k) PlanCitizens Disability 401(k) P…$3MMaine Technical Source 401(k) Profit SharingMaine Technical Source 401(k…$3MHj Kim Dds, PA Profit Sharing PlanHj Kim Dds, PA Profit Sharin…$3MOmaha Standard, LLC Bargaining Unit Salary Savings PlanOmaha Standard, LLC Bargaini…$3MRoane Transportation Services Retirement Savings PlanRoane Transportation Service…$3M
End-of-year total assets ($M) among Citizens Disability 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$117K
Employer EIN272970935
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Disability, LLC)

Sponsor-wide plan assets over time

All Citizens Disability, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.03847980813664% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.1M $5.36M ▲ +72.9%
Year Plans Participants Total Assets
2022 1 124 $3M
2023 1 113 $4M
2024 1 114 $5M

Nearby 401(k) Plans in Massachusetts

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

Citizens Disability 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Citizens Disability 401(k) Plan, Total assets ($B): 0.003098872 · Participants: 124Citizens Disability 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Citizens Disability 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Citizens Disability 401(k) Plan side-by-side with 3 peers →

Citizens Disability 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Maine Technical Source 401(k) Profit Sharing in ME ($3M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Citizens Disability 401(k) Plan assets move in 2022? ▼
Citizens Disability 401(k) Plan edged down modestly - down 3.7% during 2022, from $3M to $3M. Reported net income was -$117K.
How have Citizens Disability, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Disability, LLC's sponsor-wide assets grew 73.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Citizens Disability 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maine Technical Source 401(k) Profit Sharing in ME ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Disability 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 272970935.

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.