Defined Benefit (Pension) · DOL Form 5500 · 2022

Citizens Bank Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
47th
Percentile by assets National rank
$42,456
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank Employees' Retirement Plan · Sponsored by Citizens Bank · Mississippi · Finance & Insurance

$4M in assets, 100 participants

Citizens Bank's Citizens Bank Employees' Retirement Plan reported $4M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,023 in Finance & Insurance (9,261 peers)

Coverage in Mississippi

Citizens Bank Employees' Retirement Plan covers 100 participants in Mississippi, about 27% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.

#3,023
in Finance & Insurance (9,261 peers)
-34.6%
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.

Citizens Bank Employees' Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank Employees' Retirement Plan vs every filed plan by assets

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

$4,245,610 47th percentile higher than 47% 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 Employees' 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 Employees' Retirement Plan is a small filing (100 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 640750822 · Citizens Bank PY 2022 · Defined Benefit (Pension)

Citizens Bank Employees' Retirement Plan · $4M · 100 · 47th

  • EOY $4M
  • 5500 100
  • ASSETS 47th
  • PCT Defined Benefit (Pension)
  • EIN near Retina Consultants of Al, PC Cash Balance Plan
  • RANK ind #3023

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 Mississippi →

Citizens Bank Employees' Retirement Plan in the asset neighbourhood

Citizens Bank Employees' Retirement PlanCitizens Bank Employees' Ret…$4MKrazylarry, Inc. Defined Benefit Pension PlanKrazylarry, Inc. Defined Ben…$4MMikasa/American Commercial Incorporated Defined Benefit Pension PlanMikasa/American Commercial I…$4MRetina Consultants of Al, PC Cash Balance PlanRetina Consultants of Al, PC…$4MMartin L. Leib, M.D., P.C. Defined Benefit Pension PlanMartin L. Leib, M.D., P.C. D…$4M
End-of-year total assets ($M) among Citizens Bank Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN640750822
Plan Effective Date1954-05-01
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
$22M 28.22806321586362% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $22.4M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 220 $17M
2023 2 220 $20M
2024 2 211 $22M

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Citizens Bank Employees' Retirement Plan, Total assets ($M): 4.24561 · Participants: 100Citizens Bank Employees' Retirement PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and Trust
Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Citizens Bank Employees' Retirement Plan side-by-side with 3 peers →

Citizens Bank Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Retina Consultants of Al, PC Cash Balance Plan in AL ($4M); by covered participants it is Star One Credit Union Retirement Plan in CA (100 participants). Same-state nearby plans are listed separately above.

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 Employees' Retirement Plan assets move in 2022? ▼
Citizens Bank Employees' Retirement Plan contracted severely - down 34.6% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 28.2%, from $17M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retina Consultants of Al, PC Cash Balance Plan in AL ($4M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Star One Credit Union Retirement Plan in CA (100 participants, $63M 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 640750822.

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.