Defined Benefit (Pension) · DOL Form 5500 · 2022
Citizens Financial Group, Inc. Pension Plan
Data updated 2026-08-11
- $134M
- Total assets
- 561
- Participants
- 94th
- Percentile by assets
- $238,890
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $134M
- total plan assets (2022 EOY)
- 561
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $238,890
- avg assets per participant
Where Investors Bank Pension Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Investors Bank Pension Plan reports 561 participants - about 39% of that state average ($134M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $732K |
| Employer EIN | 050412693 |
| Plan Effective Date | 2022-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Financial Group, Inc.)
| 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.
- The Bank of America Pension Plan $18.8B · 59,906
- Textron Master Retirement Plan $5.0B · 7,702
- Factory Mutual Insurance Company Pension Plan $2.7B · 3,598
- Bell Helicopter Textron Master Retirement Plan $2.1B · 2,995
- Amica Pension Fund $1.7B · 2,750
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Investors Bank Pension Plan by total assets, not by location.
- Secura Employees' Pension Plan (WI) $134M · 169
- The Knoll Pension Plan (MI) $134M · 510
- Amsted Industries Incorporated Defined Benefit Pension Plan (IL) $134M · 387
- Local 91 Pension Fund (NY) $134M · 2,494
Frequently Asked Questions
How have Citizens Financial Group, Inc. plan assets changed over time? ▼
Where does Investors Bank Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Investors Bank Pension Plan? ▼
Next read for Investors Bank Pension Plan
Filing takeaways
Ways to act on Investors Bank Pension Plan's numbers.
- By total assets, Investors Bank Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Rhode Island. Compare plans
- Citizens Financial Group, Inc.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Finance & Insurance plans