401(k) · DOL Form 5500 · 2022

Citizens Bank & Trust 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
162
Participants Small participant base
65th
Percentile by assets National rank
$63,003
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank and Trust 401(k) Plan · Sponsored by Citizens Bank & Trust · Florida · Finance & Insurance

$10M in assets, 162 participants

Citizens Bank & Trust's Citizens Bank and Trust 401(k) Plan reported $10M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,513 in Finance & Insurance (9,261 peers)

Coverage in Florida

Citizens Bank and Trust 401(k) Plan covers 162 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#4,513
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Bank and Trust 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank and Trust 401(k) Plan vs every filed plan by assets

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

$10,206,549 Top 35% higher than 65% 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 and Trust 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 Bank and Trust 401(k) Plan sits mid-pack in the medium band (162 participants).

Published 5500 schedule card

Filing strip 590193780 · Citizens Bank & Trust PY 2022 · 401(k)

Citizens Bank and Trust 401(k) Plan · $10M · 162 · 65th

  • PHOTO $10M
  • IND 162
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Jowat Corporation 401(k) Profit Sharing Plan and Trust
  • PCT ind #4513

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 Florida →

Citizens Bank and Trust 401(k) Plan in the asset neighbourhood

Citizens Bank and Trust 401(k) PlanCitizens Bank and Trust 401(…$10MJowat Corporation 401(k) Profit Sharing Plan and TrustJowat Corporation 401(k) Pro…$10MSouth Bay Construction Company 401(k) Profit Sharing PlanSouth Bay Construction Compa…$10MJones, Jackson, Moll, Mcginnis, Stocks, PLC ProfitJones, Jackson, Moll, Mcginn…$10MJames Perse Enterprises, LLC 401(k) Profit Sharing PlanJames Perse Enterprises, LLC…$10M
End-of-year total assets ($M) among Citizens Bank and Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN590193780
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bank & Trust)

Sponsor-wide plan assets over time

All Citizens Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$15M 48.242741008738605% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.1M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 162 $10M
2023 1 198 $13M
2024 1 208 $15M

Nearby 401(k) Plans in Florida

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

Citizens Bank and Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Citizens Bank and Trust 401(k) Plan, Total assets ($B): 0.010206549 · Participants: 162Citizens Bank and Trust 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Citizens Bank and Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citizens Bank and Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Jowat Corporation 401(k) Profit Sharing Plan and Trust in NC ($10M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 and Trust 401(k) Plan assets move in 2022? ▼
Citizens Bank and Trust 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Citizens Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank & Trust's sponsor-wide assets grew 48.2%, from $10M to $15M.
Which 401(k) plans are similar in size to Citizens Bank and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jowat Corporation 401(k) Profit Sharing Plan and Trust in NC ($10M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 590193780.

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.