Defined Benefit (Pension) · DOL Form 5500 · 2022
Citigroup Inc. Pension Plan
Data updated 2026-08-25
- $10.5B
- Total assets Mega-plan scale
- 18,484
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $568,144
- Avg per participant High balance/head
Official DOL plan name: The Citigroup Pension Plan · Sponsored by Citigroup Inc. · Connecticut · Finance & Insurance
$10.5B in assets, 18,484 participants
Citigroup Inc.'s The Citigroup Pension Plan reported $10.5B in total assets and 18,484 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,250 in Finance & Insurance (9,261 peers)
Coverage in Connecticut
The Citigroup Pension Plan covers 18,484 participants in Connecticut, 26x the typical Connecticut plan (state average ~718 per filing). Assets: $10.5B.
- #9,250
- in Finance & Insurance (9,261 peers)
- -22.2%
- assets change YoY
- 105×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.9B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Citigroup Pension Plan's outsized position by total assets
The Citigroup Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,501,575,547 Highest reported value at or above every one 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
The Citigroup Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Citigroup Pension Plan is a mega filing (18,484 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 521568099 · Citigroup Inc. PY 2022 · Defined Benefit (Pension)
The Citigroup Pension Plan · $10.5B · 18,484 · 100th
- PHOTO $10.5B
- IND 18,484
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near National Elevator Industry Pension Plan
- PCT ind #9250
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 Connecticut →
The Citigroup Pension Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $13.5B |
|---|---|
| Net Assets (End of Year) | $10.3B |
| Net Income | -$2.9B |
| Employer EIN | 521568099 |
| Plan Effective Date | 1959-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citigroup Inc.)
Sponsor-wide plan assets over time
All Citigroup Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33.2B 18.945946702010495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 88,554 | $27.9B |
| 2023 | 2 | 95,148 | $31.3B |
| 2024 | 2 | 94,647 | $33.2B |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Pension Plan $45.0B · 24,626
- Raytheon Company Pension Plan for Salaried Employees $11.6B · 13,495
- Eversource Pension Plan $5.9B · 4,126
- Retirement Plan for Employees of Aetna Inc. $5.4B · 11,471
- Raytheon Retirement Plan $4.7B · 4,467
Scale composition for The Citigroup Pension Plan
The Citigroup Pension Plan reports $10.5B in end-of-year assets across 18,484 participants (0.085% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $568,144 per participant (4.1x the national average assets-per-participant) . Net income for plan year 2022 was -$2.9B.
This plan identity (EIN 521568099, plan #020) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $10.5B to $10.0B (-4.8%) while covered participants moved from 18,484 to 15,906 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,484 | $10.5B | This page |
| 2023 | 17,283 | $10.6B | Open filing |
| 2024 · index core | 15,906 | $10.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Citi Retirement Savings Plan (401(k), $23.2B, 78,741 participants)
- The Citigroup Pension Plan (Defined Benefit (Pension), $10.0B, 15,906 participants)
The Citigroup Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is National Elevator Industry Pension Plan in PA ($10.4B); by covered participants it is New York State Nurses Association Pension Plan in NY (18,592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10.5B here).
- National Elevator Industry Pension Plan (PA) $10.4B · 27,097
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (CA) $10.4B · 19,326
- Mayo Pension Plan (MN) $10.3B · 66,434
- Pfizer Consolidated Pension Plan (NJ) $10.9B · 10,752
Similar participant headcount
Nearest other-state filings by covered participants (18,484 participants); asset peers above are excluded.
- New York State Nurses Association Pension Plan (NY) 18,592 · 108 off
- Time Warner Cable Pension Plan (NC) 18,624 · 140 off
- New York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund (NY) 18,205 · 279 off
- General Motors Hourly-Rate Employees Pension Plan (MI) 18,766 · 282 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.