401(k) · DOL Form 5500 · 2022
First-Citizens Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $317M
- Total assets Above avg plan size
- 931
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $340,295
- Avg per participant High balance/head
Official DOL plan name: The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers · Sponsored by First-Citizens Bank & Trust Company · North Carolina · Finance & Insurance
$317M in assets, 931 participants
First-Citizens Bank & Trust Company's The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers reported $317M in total assets and 931 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.
- #8,757 in Finance & Insurance (9,261 peers)
Where The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers sits by assets
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers sits in the top 5% of all filed plans by assets, $317M for 931 participants (~$340,295/participant), down 20.3% in 2022.
- #8,757
- in Finance & Insurance (9,261 peers)
- -20.3%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers's outsized position by total assets
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$316,814,639 Top 3% higher than 97% 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
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers 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. The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers sits mid-pack in the medium band (931 participants).
Form 5500 schedule snapshot
Filing strip 560223230 · First-Citizens Bank & Trust Company PY 2022 · 401(k)
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers · $317M · 931 · 97th
- EIN $317M
- EIN 931
- EIN 97th
- EIN 401(k)
- EIN near Nv5, Inc. 401(k) Profit Sharing Plan
- EIN ind #8757
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 →
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $317M |
| Net Income | -$80M |
| Employer EIN | 560223230 |
| Plan Effective Date | 1984-07-01 |
| 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 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
The Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Nv5, Inc. 401(k) Profit Sharing Plan in CA ($317M); by covered participants it is Beacon Hill Staffing Group, LLC 401(k) Plan in MA (931 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($317M here).
- Nv5, Inc. 401(k) Profit Sharing Plan (CA) $317M · 2,965
- Stripe, Inc. 401(k) Plan (CA) $317M · 4,637
- Pure Storage, Inc. 401(k) Plan (CA) $317M · 2,966
- Salaried Employees Savings & Investment Plan (PA) $317M · 849
Similar participant headcount
Nearest other-state filings by covered participants (931 participants); asset peers above are excluded.
- Beacon Hill Staffing Group, LLC 401(k) Plan (MA) 931 · 0 off
- Quva Pharma, Inc. Savings and Investment Plan (TX) 931 · 0 off
- Empire Merchants, LLC 401(k) Plan for Union Members (NY) 931 · 0 off
- Analysis Group, Inc. Employee Savings Plan (MA) 931 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.