401(k) · DOL Form 5500 · 2022
Citco Technology Management 401(k) Plan
Data updated 2026-08-11
- $195M
- Total assets
- 780
- Participants
- 96th
- Percentile by assets
- $249,684
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $195M
- total plan assets (2022 EOY)
- 780
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $249,684
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Citco Technology Management, Inc. 401(k) Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | -$33M |
| Employer EIN | 650307157 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citco Technology Management)
| 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
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Citco Technology Management, Inc. 401(k) Retirement Plan by total assets, not by location.
- Kelly Retirement Savings Plan (MI) $195M · 110,343
- Clif Bar & Company Retirement Savings Plan (CA) $195M · 1,162
- Virginia Farm Bureau Companies Employees' 401(k) Plan (VA) $195M · 846
- Wieden & Kennedy, Inc. 401(k) Profit Sharing Plan (OR) $195M · 911
Frequently Asked Questions
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Next read for Citco Technology Management, Inc. 401(k)…
Scale reading
Ways to act on Citco Technology Management, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Citco Technology Management, Inc. 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Citco Technology Management's sponsor-wide assets have grown 39.2% since 2022 across 3 plan years on file. More Finance & Insurance plans