401(k) · DOL Form 5500 · 2022

Citco Technology Management 401(k) Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
780
Participants Near avg headcount
96th
Percentile by assets National rank
$249,684
Avg per participant Above avg balance/head
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Official DOL plan name: Citco Technology Management, Inc. 401(k) Retirement Plan · Sponsored by Citco Technology Management · Florida · Finance & Insurance

$195M in assets, 780 participants

Citco Technology Management's Citco Technology Management, Inc. 401(k) Retirement Plan reported $195M in total assets and 780 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,560 in Finance & Insurance (9,261 peers)

Where Citco Technology Management, Inc. 401(k) Retirement Plan sits by assets

Citco Technology Management, Inc. 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $195M for 780 participants (~$249,684/participant), down 14.6% in 2022.

#8,560
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citco Technology Management, Inc. 401(k) Retirement Plan's outsized position by total assets

Citco Technology Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$194,753,770 Top 4% higher than 96% 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

Citco Technology Management, Inc. 401(k) 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. Citco Technology Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (780 participants).

DOL schedule card

Filing strip 650307157 · Citco Technology Management PY 2022 · 401(k)

Citco Technology Management, Inc. 401(k) Retirement Plan · $195M · 780 · 96th

  • SCH $195M
  • SCH 780
  • SCH 96th
  • SCH 401(k)
  • SCH near Kelly Retirement Savings Plan
  • SCH ind #8560

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 Florida →

Citco Technology Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Wieden & Kennedy, Inc. 401(k) Profit Sharing PlanWieden & Kennedy, Inc. 401(k…$195MVirginia Farm Bureau Companies Employees' 401(k) PlanVirginia Farm Bureau Compani…$195MCitco Technology Management, Inc. 401(k) Retirement PlanCitco Technology Management,…$195MKelly Retirement Savings Plan$195MClif Bar & Company Retirement Savings PlanClif Bar & Company Retiremen…$195M
End-of-year total assets ($M) among Citco Technology Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$195M
Net Income-$33M
Employer EIN650307157
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citco Technology Management)

Sponsor-wide plan assets over time

All Citco Technology Management plans reported in each filing year

Latest sponsor-wide plan assets
$271M 39.22759852094263% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $195M $271M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 780 $195M
2023 1 815 $232M
2024 1 882 $271M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Citco Technology Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Citco Technology Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.19475377 · Participants: 780Citco Technology Management, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Citco Technology Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citco Technology Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Citco Technology Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kelly Retirement Savings Plan in MI ($195M); by covered participants it is Savings Plan of Pjm Interconnection, L.L.C. in PA (780 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($195M here).

Similar participant headcount

Nearest other-state filings by covered participants (780 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 Citco Technology Management, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Citco Technology Management, Inc. 401(k) Retirement Plan pulled back noticeably - down 14.6% during 2022, from $228M to $195M. Reported net income was -$33M.
How have Citco Technology Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citco Technology Management's sponsor-wide assets grew 39.2%, from $195M to $271M.
Where does Citco Technology Management, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Citco Technology Management, Inc. 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Citco Technology Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kelly Retirement Savings Plan in MI ($195M, 110,343 participants).
Which 401(k) plans cover a similar participant headcount to Citco Technology Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan of Pjm Interconnection, L.L.C. in PA (780 participants, $333M 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 650307157.

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.