401(k) · DOL Form 5500 · 2022
Citizens, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $50,637
- Avg per participant Low balance/head
Official DOL plan name: Citizens, Inc. 401(k) Retirement and Profit Sharing Plan · Sponsored by Citizens, Inc. · Texas · Finance & Insurance
$10M in assets, 201 participants
Citizens, Inc.'s Citizens, Inc. 401(k) Retirement and Profit Sharing Plan reported $10M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #4,507 in Finance & Insurance (9,261 peers)
Coverage in Texas
Citizens, Inc. 401(k) Retirement and Profit Sharing Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $10M.
- #4,507
- in Finance & Insurance (9,261 peers)
- -16.8%
- 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, Inc. 401(k) Retirement and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Citizens, Inc. 401(k) Retirement and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,178,028 Top 35% higher than 65% 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, Inc. 401(k) Retirement and Profit Sharing 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, Inc. 401(k) Retirement and Profit Sharing Plan sits mid-pack in the medium band (201 participants).
Published 5500 schedule card
Filing strip 840755371 · Citizens, Inc. PY 2022 · 401(k)
Citizens, Inc. 401(k) Retirement and Profit Sharing Plan · $10M · 201 · 65th
- EOY $10M
- 5500 201
- ASSETS 65th
- PCT 401(k)
- EIN near Rusin & Maciorowski, Ltd. Profit Sharing Plan
- RANK ind #4507
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 Texas →
Citizens, Inc. 401(k) Retirement and Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 840755371 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens, Inc.)
Sponsor-wide plan assets over time
All Citizens, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 58.0855151901724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $10M |
| 2023 | 1 | 206 | $13M |
| 2024 | 1 | 224 | $16M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Citizens, Inc. 401(k) Retirement and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rusin & Maciorowski, Ltd. Profit Sharing Plan in IL ($10M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust (KS) 201 · 0 off
- Dna Diagnostics Center Inc. 401(k) Plan (OH) 201 · 0 off
- Kuka Assembly and Test Corp. Retirement/401(k) Plan (MI) 201 · 0 off
- Aztec Well Servicing Co., Inc. 401(k) Profit Sharing Plan (NM) 201 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.