401(k) · DOL Form 5500 · 2023
Citizens Bank & Trust 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 159
- Participants Small participant base
Official DOL plan name: Citizens Bank & Trust Retirement Benefits Plan · Sponsored by Citizens Bank & Trust · Missouri · Finance & Insurance
N/A in assets, 159 participants
Citizens Bank & Trust's Citizens Bank & Trust Retirement Benefits Plan reported N/A in total assets and 159 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Missouri
Citizens Bank & Trust Retirement Benefits Plan covers 159 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: N/A.
- -$31M
- reported net income
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizens Bank & Trust Retirement Benefits Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens Bank & Trust Retirement Benefits Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citizens Bank & Trust Retirement Benefits Plan reported net income fell from -$7M in the plan year 2022 filing to -$31M in the plan year 2023 filing.
- Citizens Bank & Trust Retirement Benefits Plan reported participants fell from 176 in the plan year 2022 filing to 159 in the plan year 2023 filing.
DOL schedule card
Filing strip 430951646 · Citizens Bank & Trust PY 2023 · 401(k)
Citizens Bank & Trust Retirement Benefits Plan · N/A · 159
- BOOK N/A
- VS-ST 159
- BOY PY 2023
- SCH 401(k)
- EBSA near Visiting Angels 401(k) Plan
- PART -$31M
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 Missouri →
Missouri filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$31M |
| Employer EIN | 430951646 |
| Plan Effective Date | 1956-09-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Bank & Trust)
Sponsor-wide plan assets over time
All Citizens Bank & Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $31M |
| 2023 | 1 | 159 | N/A |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Citizens Bank & Trust Retirement Benefits Plan's closest out-of-state 401(k) peers by headcount
Outside Missouri, the nearest 401(k) by covered participants is Visiting Angels 401(k) Plan in PA (159 participants; this filing: 159 participants).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Visiting Angels 401(k) Plan (PA) 159 · 0 off
- Piedmont Hardware Brands 401(k) Plan (NJ) 159 · 0 off
- Tellurian Services 401(k) Retirement Plan (TX) 159 · 0 off
- Chemicals Incorporated Employee 401(k) Plan (TX) 159 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.