401(k) · DOL Form 5500 · 2022

Citizens Bancorp Investment, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
279
Participants Below avg headcount
75th
Percentile by assets National rank
$63,652
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank Restated Profit Sharing Plan · Sponsored by Citizens Bancorp Investment, Inc. · Tennessee · Finance & Insurance

$18M in assets, 279 participants

Citizens Bancorp Investment, Inc.'s Citizens Bank Restated Profit Sharing Plan reported $18M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,676 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Citizens Bank Restated Profit Sharing Plan covers 279 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#5,676
in Finance & Insurance (9,261 peers)
-22.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Bank Restated Profit Sharing Plan's outsized position by total assets

Citizens Bank Restated Profit Sharing Plan vs every filed plan by assets

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

$17,758,826 Top 25% higher than 75% 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 Bank Restated Profit Sharing 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 Bank Restated Profit Sharing Plan sits mid-pack in the medium band (279 participants).

Published 5500 schedule card

Filing strip 620123135 · Citizens Bancorp Investment, Inc. PY 2022 · 401(k)

Citizens Bank Restated Profit Sharing Plan · $18M · 279 · 75th

  • TYPE $18M
  • NET 279
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Signal Theory Employer Contribution & 401(k) Plan
  • SCH ind #5676

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 Tennessee →

Citizens Bank Restated Profit Sharing Plan in the asset neighbourhood

Citizens Bank Restated Profit Sharing PlanCitizens Bank Restated Profi…$18MSignal Theory Employer Contribution & 401(k) PlanSignal Theory Employer Contr…$18MBonney Forge Corp Deferred Profit Sharing PlanBonney Forge Corp Deferred P…$18MQuality Dining, Inc. Retirement Plan and TrustQuality Dining, Inc. Retirem…$18MCts International, Inc. 401(k) Savings PlanCts International, Inc. 401(…$18M
End-of-year total assets ($M) among Citizens Bank Restated Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN620123135
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bancorp Investment, Inc.)

Sponsor-wide plan assets over time

All Citizens Bancorp Investment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.32381239615727% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.8M $21.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 279 $18M
2023 1 271 $21M
2024 1 283 $22M

Nearby 401(k) Plans in Tennessee

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

Citizens Bank Restated Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Citizens Bank Restated Profit Sharing Plan, Total assets ($B): 0.017758826 · Participants: 279Citizens Bank Restated Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Citizens Bank Restated Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Citizens Bank Restated Profit Sharing Plan side-by-side with 3 peers →

Citizens Bank Restated Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Signal Theory Employer Contribution & 401(k) Plan in KS ($18M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Bank Restated Profit Sharing Plan assets move in 2022? ▼
Citizens Bank Restated Profit Sharing Plan declined sharply - down 22.3% during 2022, from $23M to $18M. Reported net income was -$5M.
How have Citizens Bancorp Investment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bancorp Investment, Inc.'s sponsor-wide assets grew 22.3%, from $18M to $22M.
Where does Citizens Bank Restated Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Citizens Bank Restated Profit Sharing Plan ranks in the 75th 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 Citizens Bank Restated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signal Theory Employer Contribution & 401(k) Plan in KS ($18M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank Restated Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norwalk Hospital Employee Savings Plan in CT (279 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 620123135.

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.