401(k) · DOL Form 5500 · 2022

Citizen Advocates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
670
Participants Below avg headcount
80th
Percentile by assets National rank
$36,620
Avg per participant Low balance/head
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Official DOL plan name: Citizen Advocates, Inc. 401(k) Plan · Sponsored by Citizen Advocates, Inc. · New York · Healthcare & Social Assistance

$25M in assets, 670 participants

Citizen Advocates, Inc.'s Citizen Advocates, Inc. 401(k) Plan reported $25M in total assets and 670 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,693 in Healthcare & Social Assistance (20,060 peers)

Where Citizen Advocates, Inc. 401(k) Plan sits by assets

Citizen Advocates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 670 participants (~$36,620/participant), down 13.8% in 2022.

#16,693
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citizen Advocates, Inc. 401(k) Plan's outsized position by total assets

Citizen Advocates, Inc. 401(k) Plan vs every filed plan by assets

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

$24,535,111 Top 20% higher than 80% 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

Citizen Advocates, Inc. 401(k) 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. Citizen Advocates, Inc. 401(k) Plan sits mid-pack in the medium band (670 participants).

Published 5500 schedule card

Filing strip 141577715 · Citizen Advocates, Inc. PY 2022 · 401(k)

Citizen Advocates, Inc. 401(k) Plan · $25M · 670 · 80th

  • EOY $25M
  • EOY 670
  • EOY 80th
  • EOY 401(k)
  • EOY near Eaton Peabody, PA 401(k) Plan
  • EOY ind #16693

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Citizen Advocates, Inc. 401(k) Plan in the asset neighbourhood

Citizen Advocates, Inc. 401(k) PlanCitizen Advocates, Inc. 401(…$25MEaton Peabody, PA 401(k) Plan$25MCarl Buddig and Company Union Employee Deferred Benefit PlanCarl Buddig and Company Unio…$25MTampa Bay Banking Company 401(k) PlanTampa Bay Banking Company 40…$25MPixelogic 401(k) Profit Sharing PlanPixelogic 401(k) Profit Shar…$25M
End-of-year total assets ($M) among Citizen Advocates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN141577715
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Advocates, Inc.)

Sponsor-wide plan assets over time

All Citizen Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.255472127271% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $32.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 670 $25M
2023 1 721 $29M
2024 1 666 $33M

Nearby 401(k) Plans in New York

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

Citizen Advocates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Citizen Advocates, Inc. 401(k) Plan, Total assets ($B): 0.024535111 · Participants: 670Citizen Advocates, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Citizen Advocates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citizen Advocates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Eaton Peabody, PA 401(k) Plan in ME ($25M); by covered participants it is Avi Systems, Inc. Employee Stock Ownership Plan in KS (670 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (670 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 Citizen Advocates, Inc. 401(k) Plan assets move in 2022? ▼
Citizen Advocates, Inc. 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $28M to $25M. Reported net income was -$4M.
How have Citizen Advocates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizen Advocates, Inc.'s sponsor-wide assets grew 33.3%, from $25M to $33M.
Where does Citizen Advocates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Citizen Advocates, Inc. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citizen Advocates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eaton Peabody, PA 401(k) Plan in ME ($25M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Citizen Advocates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avi Systems, Inc. Employee Stock Ownership Plan in KS (670 participants, $252M 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 141577715.

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.