401(k) · DOL Form 5500 · 2022

Cloud Software Group, Inc. 401(k) Plan

Data updated 2026-08-25

$827M
Total assets Above avg plan size
4,139
Participants Above avg headcount
99th
Percentile by assets National rank
$199,919
Avg per participant Above avg balance/head
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Official DOL plan name: Citrix Systems, Inc. 401(k) Plan · Sponsored by Cloud Software Group, Inc. · Florida · Professional & Technical Services

$827M in assets, 4,139 participants

Cloud Software Group, Inc.'s Citrix Systems, Inc. 401(k) Plan reported $827M in total assets and 4,139 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #21,376 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Citrix Systems, Inc. 401(k) Plan covers 4,139 participants in Florida, 6.6x the typical Florida plan (state average ~628 per filing). Assets: $827M.

#21,376
in Professional & Technical Services (21,562 peers)
-26.0%
assets change YoY
8.3×
vs typical plan assets (national mean)

The plan reported a net loss of $280M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrix Systems, Inc. 401(k) Plan's outsized position by total assets

Citrix Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$827,464,216 Top 1% higher than 99% 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

Citrix Systems, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrix Systems, Inc. 401(k) Plan lands in the large band (4,139 participants).

EBSA filing schedule strip

Filing strip 770449727 · Cloud Software Group, Inc. PY 2022 · 401(k)

Citrix Systems, Inc. 401(k) Plan · $827M · 4,139 · 99th

  • EIN $827M
  • RANK 4,139
  • PHOTO 99th
  • IND 401(k)
  • EOY near Signify North America Corporation 401(k) Plan
  • 5500 ind #21376

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 Professional & Technical Services retirement plans → · Plans in Florida →

Citrix Systems, Inc. 401(k) Plan in the asset neighbourhood

Vertex Pharmaceuticals Incorporated 401(k) PlanVertex Pharmaceuticals Incor…$828MCitrix Systems, Inc. 401(k) PlanCitrix Systems, Inc. 401(k) …$827MSignify North America Corporation 401(k) PlanSignify North America Corpor…$827MRetirement Savings Plan for Employees of Continental-RubberRetirement Savings Plan for …$827MAllegheny Health Network 401(k) PlanAllegheny Health Network 401…$826M
End-of-year total assets ($M) among Citrix Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$827M
Net Income-$280M
Employer EIN770449727
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cloud Software Group, Inc.)

Sponsor-wide plan assets over time

All Cloud Software Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 93.94717982584034% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.83B $1.6B ▲ +92.8%
Year Plans Participants Total Assets
2022 1 4,139 $827M
2023 1 2,821 $960M
2024 2 3,009 $1.6B

Nearby 401(k) Plans in Florida

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

Citrix Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 051015 Total assets ($B) Participants Citrix Systems, Inc. 401(k) Plan, Total assets ($B): 0.827464216 · Participants: 4139Citrix Systems, Inc. 401(k) 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
Citrix Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrix Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Citrix Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Signify North America Corporation 401(k) Plan in NJ ($827M); by covered participants it is Prestige Management Employee Plan in KY (4,139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,139 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 Citrix Systems, Inc. 401(k) Plan assets move in 2022? ▼
Citrix Systems, Inc. 401(k) Plan declined sharply - down 26.0% during 2022, from $1.1B to $827M. Reported net income was -$280M.
How have Cloud Software Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cloud Software Group, Inc.'s sponsor-wide assets grew 93.9%, from $827M to $1.6B.
Where does Citrix Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Citrix Systems, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Citrix Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signify North America Corporation 401(k) Plan in NJ ($827M, 2,856 participants).
Which 401(k) plans cover a similar participant headcount to Citrix Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prestige Management Employee Plan in KY (4,139 participants, $35M 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 770449727.

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.