Other · DOL Form 5500 · 2022
Citizens for Citizens, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $51,732
- Avg per participant Low balance/head
Official DOL plan name: Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · Sponsored by Citizens for Citizens, Inc. · Massachusetts · Other Services
$10M in assets, 193 participants
Citizens for Citizens, Inc.'s Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported $10M in total assets and 193 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.
- #6,702 in Other Services (8,398 peers)
Coverage in Massachusetts
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan covers 193 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- #6,702
- in Other Services (8,398 peers)
- -22.8%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,984,260 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Citizens for Citizens, Inc. Tax Sheltered Annuity 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 for Citizens, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (193 participants).
Published 5500 schedule card
Filing strip 046134724 · Citizens for Citizens, Inc. PY 2022 · Other
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · $10M · 193 · 65th
- EBSA $10M
- EBSA 193
- EBSA 65th
- EBSA Other
- EBSA near Clark Fork Valley Hospital 403(b) Plan
- EBSA ind #6702
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 Other Services retirement plans → · Plans in Massachusetts →
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 046134724 |
| Plan Effective Date | 1978-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens for Citizens, Inc.)
Sponsor-wide plan assets over time
All Citizens for Citizens, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 15.043037741404971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $10M |
| 2023 | 1 | 218 | $11M |
| 2024 | 1 | 240 | $11M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Clark Fork Valley Hospital 403(b) Plan in MT ($10M); by covered participants it is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 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.