401(k) · DOL Form 5500 · 2022

Citrin Cooperman & Company, LLP 401(k) Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size
1,050
Participants Near avg headcount
96th
Percentile by assets National rank
$188,839
Avg per participant Above avg balance/head
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Official DOL plan name: Citrin Cooperman & Company, LLP Retirement Savings Plan · Sponsored by Citrin Cooperman & Company, LLP · New York · Professional & Technical Services

$198M in assets, 1,050 participants

Citrin Cooperman & Company, LLP's Citrin Cooperman & Company, LLP Retirement Savings Plan reported $198M in total assets and 1,050 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,842 in Professional & Technical Services (21,562 peers)

Where Citrin Cooperman & Company, LLP Retirement Savings Plan sits by assets

Citrin Cooperman & Company, LLP Retirement Savings Plan sits in the top 5% of all filed plans by assets, $198M for 1,050 participants (~$188,839/participant), down 12.0% in 2022.

#20,842
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrin Cooperman & Company, LLP Retirement Savings Plan's outsized position by total assets

Citrin Cooperman & Company, LLP Retirement Savings Plan vs every filed plan by assets

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

$198,280,478 Top 4% higher than 96% 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

Citrin Cooperman & Company, LLP Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrin Cooperman & Company, LLP Retirement Savings Plan lands in the large band (1,050 participants).

Form 5500 schedule snapshot

Filing strip 222428965 · Citrin Cooperman & Company, LLP PY 2022 · 401(k)

Citrin Cooperman & Company, LLP Retirement Savings Plan · $198M · 1,050 · 96th

  • EOY $198M
  • 5500 1,050
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Harnish Group Inc. Retirement Plan
  • RANK ind #20842

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 New York →

Citrin Cooperman & Company, LLP Retirement Savings Plan in the asset neighbourhood

Harnish Group Inc. Retirement PlanHarnish Group Inc. Retiremen…$198MWillscot Mobile Mini 401(k) PlanWillscot Mobile Mini 401(k) …$198MStarfish Holdings 401(k) Retirement PlanStarfish Holdings 401(k) Ret…$198MSky Chefs, Inc. Moneysmart 401(k) Savings and Retirement PlanSky Chefs, Inc. Moneysmart 4…$198MCitrin Cooperman & Company, LLP Retirement Savings PlanCitrin Cooperman & Company, …$198M
End-of-year total assets ($M) among Citrin Cooperman & Company, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$225M
Net Assets (End of Year)$198M
Net Income-$27M
Employer EIN222428965
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citrin Cooperman & Company, LLP)

Sponsor-wide plan assets over time

All Citrin Cooperman & Company, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$307M 47.30723882506682% vs 2022
2023 filing year
$150M$200M$250M$300M$350M 20222023 $208M $307M ▲ +47.3%
Year Plans Participants Total Assets
2022 3 1,996 $208M
2023 3 2,380 $307M

Nearby 401(k) Plans in New York

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

Citrin Cooperman & Company, LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Citrin Cooperman & Company, LLP Retirement Savings Plan, Total assets ($B): 0.198280478 · Participants: 1050Citrin Cooperman & Company, LLP Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Citrin Cooperman & Company, LLP Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citrin Cooperman & Company, LLP Retirement Savings Plan side-by-side with 3 peers →

Citrin Cooperman & Company, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harnish Group Inc. Retirement Plan in WA ($198M); by covered participants it is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,050 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 Citrin Cooperman & Company, LLP Retirement Savings Plan assets move in 2022? ▼
Citrin Cooperman & Company, LLP Retirement Savings Plan pulled back noticeably - down 12.0% during 2022, from $225M to $198M. Reported net income was -$27M.
How have Citrin Cooperman & Company, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Citrin Cooperman & Company, LLP's sponsor-wide assets grew 47.3%, from $208M to $307M.
Where does Citrin Cooperman & Company, LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Citrin Cooperman & Company, LLP Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Citrin Cooperman & Company, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harnish Group Inc. Retirement Plan in WA ($198M, 1,045 participants).
Which 401(k) plans cover a similar participant headcount to Citrin Cooperman & Company, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bangor Savings Bank 401(k) Plan & Trust Agreement in ME (1,050 participants, $126M 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 222428965.

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.