Defined Benefit (Pension) · DOL Form 5500 · 2022
First-Citizens Bank & Trust Company Pension Plan
Data updated 2026-08-25
- $897M
- Total assets Above avg plan size
- 1,125
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $797,743
- Avg per participant High balance/head
Official DOL plan name: First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan · Sponsored by First-Citizens Bank & Trust Company · North Carolina · Finance & Insurance
$897M in assets, 1,125 participants
First-Citizens Bank & Trust Company's First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan reported $897M in total assets and 1,125 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.
- #9,042 in Finance & Insurance (9,261 peers)
Where First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan sits by assets
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan sits among the largest 1% of all filed plans, $897M for 1,125 participants (~$797,743/participant), down 18.3% in 2022.
- #9,042
- in Finance & Insurance (9,261 peers)
- -18.3%
- assets change YoY
- 9.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $201M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan's outsized position by total assets
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$897,460,937 Top 1% higher than 99% 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
First-Citizens Bank & Trust Company and Adopting Related Employers Pension 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. First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan lands in the large band (1,125 participants).
Plan-year Form 5500 strip
Filing strip 560223230 · First-Citizens Bank & Trust Company PY 2022 · Defined Benefit (Pension)
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan · $897M · 1,125 · 99th
- TYPE $897M
- NET 1,125
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near Entergy Corporation Retirement Plan for Bargaining Employees
- SCH ind #9042
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 North Carolina →
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $897M |
| Net Income | -$201M |
| Employer EIN | 560223230 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First-Citizens Bank & Trust Company)
Sponsor-wide plan assets over time
All First-Citizens Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.7B 42.94084502286285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 9,372 | $3.3B |
| 2023 | 5 | 8,612 | $4.1B |
| 2024 | 5 | 17,863 | $4.7B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Retirement Plan for Bargaining Employees in LA ($898M); by covered participants it is Sidley Austin LLP Retirement Plan in IL (1,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($897M here).
- Entergy Corporation Retirement Plan for Bargaining Employees (LA) $898M · 2,853
- Land O'lakes, Inc. Employee Retirement Plan (MN) $896M · 1,501
- Lehigh Hanson Pension Plan (TX) $899M · 1,728
- Unicare Retirement Plan (NJ) $901M · 1,236
Similar participant headcount
Nearest other-state filings by covered participants (1,125 participants); asset peers above are excluded.
- Sidley Austin LLP Retirement Plan (IL) 1,126 · 1 off
- Syngenta Corporation Pension Plan (DE) 1,123 · 2 off
- Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 (NV) 1,127 · 2 off
- Southwest Retirement and Cash Balance Plan (OH) 1,128 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.