Defined Benefit (Pension) · DOL Form 5500 · 2022
Citi Equities, Inc. Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Citi Equities, Inc. Cash Balance Pension Plan and Trust · Sponsored by Citi Equities, Inc. · New York · Real Estate
$6M in assets, 4 participants
Citi Equities, Inc.'s Citi Equities, Inc. Cash Balance Pension Plan and Trust reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #3,611 in Real Estate (5,057 peers)
2022 asset change
Citi Equities, Inc. Cash Balance Pension Plan and Trust declined sharply 21.2% in 2022 ($8M → $6M) for 4 participants.
- #3,611
- in Real Estate (5,057 peers)
- -21.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citi Equities, Inc. Cash Balance Pension Plan and Trust's mid-pack asset rank among Real Estate and all filers
Citi Equities, Inc. Cash Balance Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,977,003 Top 46% higher than 54% 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
Citi Equities, Inc. Cash Balance Pension Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citi Equities, Inc. Cash Balance Pension Plan and Trust is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 112729969 · Citi Equities, Inc. PY 2022 · Defined Benefit (Pension)
Citi Equities, Inc. Cash Balance Pension Plan and Trust · $6M · 4 · 54th
- BOY $6M
- SCH 4
- EBSA 54th
- PART Defined Benefit (Pension)
- TYPE near Hallmark Retiree Pension Plan
- NET ind #3611
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 Real Estate retirement plans → · Plans in New York →
Citi Equities, Inc. Cash Balance Pension Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 112729969 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Citi Equities, Inc. Cash Balance Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Hallmark Retiree Pension Plan in MO ($6M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.