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
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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

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 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

Clark Fork Valley Hospital 403(b) PlanClark Fork Valley Hospital 4…$10MMckinley 403(b) Plan$10MCitizens for Citizens, Inc. Tax Sheltered Annuity PlanCitizens for Citizens, Inc. …$10MAssociation of Public and Land-Grant Universities (Aplu) Tda PlanAssociation of Public and La…$10MThe Pathway School Defined Contribution Retirement PlanThe Pathway School Defined C…$10M
End-of-year total assets ($M) among Citizens for Citizens, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN046134724
Plan Effective Date1978-01-02
Filing StatusFILING 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
$9.5M$10M$10.5M$11M$11.5M$12M 202220232024 $9.98M $11.5M ▲ +15.1%
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.

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Citizens for Citizens, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.00998426 · Participants: 193Citizens for Citizens, Inc. Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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.

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.

Frequently Asked Questions

How did Citizens for Citizens, Inc. Tax Sheltered Annuity Plan assets move in 2022?
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan declined sharply - down 22.8% during 2022, from $13M to $10M. Reported net income was -$3M.
How have Citizens for Citizens, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Citizens for Citizens, Inc.'s sponsor-wide assets grew 15.0%, from $10M to $11M.
Which Other plans are similar in size to Citizens for Citizens, Inc. Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Clark Fork Valley Hospital 403(b) Plan in MT ($10M, 231 participants).
Which Other plans cover a similar participant headcount to Citizens for Citizens, Inc. Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is University of Nebraska Foundation Defined Contribution Retirement Plan in NE (193 participants, $50M in assets).