Defined Benefit (Pension) · DOL Form 5500 · 2022

Citizens Financial Group, Inc. Pension Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
561
Participants Below avg headcount
94th
Percentile by assets National rank
$238,890
Avg per participant Above avg balance/head
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Official DOL plan name: Investors Bank Pension Plan · Sponsored by Citizens Financial Group, Inc. · Rhode Island · Finance & Insurance

$134M in assets, 561 participants

Citizens Financial Group, Inc.'s Investors Bank Pension Plan reported $134M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,371 in Finance & Insurance (9,261 peers)

Coverage in Rhode Island

Investors Bank Pension Plan covers 561 participants in Rhode Island, about 39% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $134M.

#8,371
in Finance & Insurance (9,261 peers)
$732K
reported net income
1.3×
vs typical plan assets (national mean)

Investors Bank Pension Plan's outsized position by total assets

Investors Bank Pension Plan vs every filed plan by assets

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

$134,017,217 Top 6% higher than 94% 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

Investors Bank Pension 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. Investors Bank Pension Plan sits mid-pack in the medium band (561 participants).

Form 5500 schedule snapshot

Filing strip 050412693 · Citizens Financial Group, Inc. PY 2022 · Defined Benefit (Pension)

Investors Bank Pension Plan · $134M · 561 · 94th

  • BOY $134M
  • SCH 561
  • EBSA 94th
  • PART Defined Benefit (Pension)
  • TYPE near Secura Employees' Pension Plan
  • NET ind #8371

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 Rhode Island →

Investors Bank Pension Plan in the asset neighbourhood

Local 91 Pension Fund$134MThe Knoll Pension Plan$134MSecura Employees' Pension PlanSecura Employees' Pension Pl…$134MInvestors Bank Pension Plan$134MAmsted Industries Incorporated Defined Benefit Pension PlanAmsted Industries Incorporat…$134M
End-of-year total assets ($M) among Investors Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$134M
Net Income$732K
Employer EIN050412693
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Financial Group, Inc.)

Sponsor-wide plan assets over time

All Citizens Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4.6B 24.39108783593405% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.7B $4.6B ▲ +24.3%
Year Plans Participants Total Assets
2022 3 21,615 $3.7B
2023 3 22,715 $4.2B
2024 3 21,136 $4.6B

Nearby Defined Benefit (Pension) Plans in Rhode Island

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Investors Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Investors Bank Pension Plan, Total assets ($B): 0.134017217 · Participants: 561Investors Bank Pension PlanThe Bank of America Pension Plan, Total assets ($B): 18.835300915 · Participants: 59906The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 4.972448304 · Participants: 7702Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.658220492 · Participants: 3598Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.134460957 · Participants: 2995Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.727351006 · Participants: 2750Amica Pension Fund
Investors Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants
Compare Investors Bank Pension Plan side-by-side with 3 peers →

Investors Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Secura Employees' Pension Plan in WI ($134M); by covered participants it is The Boston Consulting Group, Inc. U.S. Officers Retirement Plan in MA (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (561 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 have Citizens Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Financial Group, Inc.'s sponsor-wide assets grew 24.4%, from $3.7B to $4.6B.
Where does Investors Bank Pension Plan rank by assets among Form 5500 filers? ▼
Investors Bank Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Investors Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Secura Employees' Pension Plan in WI ($134M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Investors Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Boston Consulting Group, Inc. U.S. Officers Retirement Plan in MA (561 participants, $358M 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 050412693.

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.