Defined Benefit (Pension) · DOL Form 5500 · 2022
Citigroup Inc. Pension Plan
Data updated 2026-08-11
- $10.5B
- Total assets
- 18,484
- Participants
- 100th
- Percentile by assets
- $568,144
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $10.5B
- total plan assets (2022 EOY)
- 18,484
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $568,144
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Citigroup Pension Plan reports 18,484 participants - 26x that state average ($10.5B EOY assets).
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.)
| 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.
The Citigroup Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Citigroup Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Citigroup Pension Plan assets move in 2022? ▼
How have Citigroup Inc. plan assets changed over time? ▼
Where does The Citigroup Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Citigroup Pension Plan? ▼
Next read for The Citigroup Pension Plan
Filing takeaways
Ways to act on The Citigroup Pension Plan's numbers.
- By total assets, The Citigroup Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
- Citigroup Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Finance & Insurance plans