401(k) · DOL Form 5500 · 2022

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
175
Participants Small participant base
77th
Percentile by assets National rank
$112,632
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citizens Bank 401(k) Plan · Sponsored by Citizens Bank · Oregon · Finance & Insurance

$20M in assets, 175 participants

Citizens Bank's Citizens Bank 401(k) Plan reported $20M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,891 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Citizens Bank 401(k) Plan covers 175 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $20M.

#5,891
in Finance & Insurance (9,261 peers)
-19.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizens Bank 401(k) Plan's outsized position by total assets

Citizens Bank 401(k) Plan vs every filed plan by assets

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

$19,710,563 Top 23% higher than 77% 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

Citizens Bank 401(k) 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. Citizens Bank 401(k) Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 930462799 · Citizens Bank PY 2022 · 401(k)

Citizens Bank 401(k) Plan · $20M · 175 · 77th

  • 5500 $20M
  • 5500 175
  • 5500 77th
  • 5500 401(k)
  • 5500 near New York Islanders Hockey Club, LP 401(k) Plan
  • 5500 ind #5891

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 Oregon →

Citizens Bank 401(k) Plan in the asset neighbourhood

Citizens Bank 401(k) Plan$20MNew York Islanders Hockey Club, LP 401(k) PlanNew York Islanders Hockey Cl…$20MAxiom Investors LLC Retirement PlanAxiom Investors LLC Retireme…$20MMetropolitan Enterprises 401(k) PlanMetropolitan Enterprises 401…$20MHuntsinger Farms, Inc. 401(k) & Profit Sharing PlanHuntsinger Farms, Inc. 401(k…$20M
End-of-year total assets ($M) among Citizens Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN930462799
Plan Effective Date1960-01-01
Filing StatusFILING 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
$28M 43.716381921713754% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.3M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 175 $20M
2023 1 192 $25M
2024 1 194 $28M

Nearby 401(k) Plans in Oregon

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

Citizens Bank 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Citizens Bank 401(k) Plan, Total assets ($B): 0.019710563 · Participants: 175Citizens Bank 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Citizens Bank 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Citizens Bank 401(k) Plan side-by-side with 3 peers →

Citizens Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is New York Islanders Hockey Club, LP 401(k) Plan in NY ($20M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Citizens Bank 401(k) Plan assets move in 2022? ▼
Citizens Bank 401(k) Plan declined sharply - down 19.0% during 2022, from $24M to $20M. Reported net income was -$5M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 43.7%, from $20M to $28M.
Where does Citizens Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Citizens Bank 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citizens Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New York Islanders Hockey Club, LP 401(k) Plan in NY ($20M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants, N/A 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 930462799.

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.