Defined Benefit (Pension) · DOL Form 5500 · 2022

First Citizens Bank & Trust Company Pension Plan

Data updated 2026-08-11

$316M
Total assets
794
Participants
97th
Percentile by assets
$397,749
Avg per participant
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Official DOL plan name: Cit Group, Inc. Retirement Plan · Sponsored by First Citizens Bank & Trust Company · North Carolina · Finance & Insurance

$316M in assets, 794 participants

First Citizens Bank & Trust Company's Cit Group, Inc. Retirement Plan reported $316M in total assets and 794 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #8,755 in Finance & Insurance (9,261 peers)

Where Cit Group, Inc. Retirement Plan sits by assets

Cit Group, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $316M for 794 participants (~$397,749/participant), down 18.6% in 2022.

$316M
total plan assets (2022 EOY)
794
covered participants
97th
percentile by assets (of 139,126 plans)
$397,749
avg assets per participant

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cit Group, Inc. Retirement Plan vs the 2022 asset distribution

By assets, Cit Group, Inc. Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$388M
Net Assets (End of Year)$316M
Net Income-$72M
Employer EIN560223230
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Citizens Bank & Trust Company)

$3B$3.5B$4B$4.5B$5B 202220232024 $3.29B $4.7B ▲ +42.9%
Total plan assets by year, all First Citizens Bank & Trust Company plans on file
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.

Cit Group, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Cit Group, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Cit Group, Inc. Reti…Honeywell Retirement…Truist Financial Cor…Duke Energy Legacy P…Duke Energy Retireme…Time Warner Cable Pe…
Cit Group, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cit Group, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cit Group, Inc. Retirement Plan assets move in 2022?
Cit Group, Inc. Retirement Plan declined sharply - down 18.6% during 2022, from $388M to $316M. Reported net income was -$72M.
How have First Citizens Bank & Trust Company plan assets changed over time?
Across 3 plan years on file (2022-2024), First Citizens Bank & Trust Company's sponsor-wide assets grew 42.9%, from $3.3B to $4.7B.
Where does Cit Group, Inc. Retirement Plan rank by assets among Form 5500 filers?
Cit Group, Inc. Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cit Group, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kemper Corporation Pension Plan in IL ($316M, 839 participants).

Scale reading

Ways to act on Cit Group, Inc. Retirement Plan's numbers.

  • By total assets, Cit Group, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
  • First Citizens Bank & Trust Company's sponsor-wide assets have grown 42.9% since 2022 across 3 plan years on file. More Finance & Insurance plans