Other · DOL Form 5500 · 2022

Citizen Schools, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
262
Participants Below avg headcount
49th
Percentile by assets National rank
$18,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citizen Schools, Inc. 403(b) Retirement Plan · Sponsored by Citizen Schools, Inc. · Massachusetts · Educational Services

$5M in assets, 262 participants

Citizen Schools, Inc.'s Citizen Schools, Inc. 403(b) Retirement Plan reported $5M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,384 in Educational Services (4,024 peers)

Coverage in Massachusetts

Citizen Schools, Inc. 403(b) Retirement Plan covers 262 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,384
in Educational Services (4,024 peers)
-30.8%
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.

Citizen Schools, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Citizen Schools, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$4,733,783 49th percentile higher than 49% 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

Citizen Schools, Inc. 403(b) Retirement 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. Citizen Schools, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (262 participants).

EBSA filing schedule strip

Filing strip 043259160 · Citizen Schools, Inc. PY 2022 · Other

Citizen Schools, Inc. 403(b) Retirement Plan · $5M · 262 · 49th

  • EIN $5M
  • EIN 262
  • EIN 49th
  • EIN Other
  • EIN near Piedmont Access to Health Services, Inc. 403(b) Plan
  • EIN ind #1384

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 Educational Services retirement plans → · Plans in Massachusetts →

Citizen Schools, Inc. 403(b) Retirement Plan in the asset neighbourhood

Piedmont Access to Health Services, Inc. 403(b) PlanPiedmont Access to Health Se…$5MHarvesters 403b Plan$5MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$5MAging and in-Home Services of Northeast Indiana Inc Retirement PlanAging and in-Home Services o…$5MPartnership Retirement Plan$5M
End-of-year total assets ($M) among Citizen Schools, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN043259160
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Schools, Inc.)

Sponsor-wide plan assets over time

All Citizen Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.767171836985348% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.73M $5.95M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 262 $5M
2023 1 244 $5M
2024 1 258 $6M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Citizen Schools, Inc. 403(b) Retirement Plan, Total assets ($B): 0.004733783 · Participants: 262Citizen Schools, Inc. 403(b) Retirement 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
Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Citizen Schools, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Citizen Schools, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($5M); by covered participants it is Sacramento Children's Home, Inc. 403(b) Plan in CA (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Citizen Schools, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Citizen Schools, Inc. 403(b) Retirement Plan contracted severely - down 30.8% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Citizen Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizen Schools, Inc.'s sponsor-wide assets grew 25.8%, from $5M to $6M.
Which Other plans are similar in size to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($5M, 239 participants).
Which Other plans cover a similar participant headcount to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sacramento Children's Home, Inc. 403(b) Plan in CA (262 participants, $9M 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 043259160.

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.