401(k) · DOL Form 5500 · 2022
Citizens Bank 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $126,174
- Avg per participant Near avg balance/head
Official DOL plan name: Citizens Bank 401(k) Retirement Plan · Sponsored by Citizens Bank · New Mexico · Finance & Insurance
$13M in assets, 100 participants
Citizens Bank's Citizens Bank 401(k) Retirement Plan reported $13M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,945 in Finance & Insurance (9,261 peers)
Coverage in New Mexico
Citizens Bank 401(k) Retirement Plan covers 100 participants in New Mexico, about 27% of the average New Mexico filer (state average ~365 per filing). Assets: $13M.
- #4,945
- in Finance & Insurance (9,261 peers)
- -18.4%
- 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 Bank 401(k) Retirement Plan's outsized position by total assets
Citizens Bank 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,617,415 Top 31% higher than 69% 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 Bank 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens Bank 401(k) Retirement Plan is a small filing (100 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 850021005 · Citizens Bank PY 2022 · 401(k)
Citizens Bank 401(k) Retirement Plan · $13M · 100 · 69th
- ASSETS $13M
- PCT 100
- EIN 69th
- RANK 401(k)
- PHOTO near Club Med Sales and Management Employee Retirement Plan
- IND ind #4945
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 New Mexico →
Citizens Bank 401(k) Retirement Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 850021005 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Bank)
Sponsor-wide plan assets over time
All Citizens Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 14.525386824813575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $35M |
| 2023 | 2 | 190 | $36M |
| 2024 | 2 | 174 | $40M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Citizens Bank 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Club Med Sales and Management Employee Retirement Plan in FL ($13M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 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.