Profit Sharing · DOL Form 5500 · 2023
Westchester Digestive Disease Group, LLC Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Citibank Business & Professional Retirement Plan · Sponsored by Westchester Digestive Disease Group, LLC · New York · Healthcare & Social Assistance
$8M in assets, 3 participants
Westchester Digestive Disease Group, LLC's Citibank Business & Professional Retirement Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,259 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Citibank Business & Professional Retirement Plan grew sharply 15.4% in 2023 ($7M → $8M) for 3 participants.
- #10,259
- in Healthcare & Social Assistance (17,684 peers)
- +15.4%
- assets growth YoY
Citibank Business & Professional Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Citibank Business & Professional Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,548,840 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Citibank Business & Professional Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citibank Business & Professional Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citibank Business & Professional Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Citibank Business & Professional Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Citibank Business & Professional Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133583755 · Westchester Digestive Disease Group, LLC PY 2023 · Profit Sharing
Citibank Business & Professional Retirement Plan · $8M · 3 · 53rd
- PART $8M
- PART 3
- PART 53rd
- PART Profit Sharing
- PART near Jack V. Butterfield Investment Company
- PART ind #10259
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 →
Citibank Business & Professional Retirement Plan in the asset neighbourhood
Westchester Digestive Disease Group, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Westchester Digestive Disease Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.961942302436782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $8M |
| 2023 | 2 | 4 | $9M |
| 2024 | 2 | 4 | $7M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 133583755 |
| Plan Effective Date | 1983-01-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Citibank Business & Professional Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Jack V. Butterfield Investment Company in MI ($8M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Jack V. Butterfield Investment Company (MI) $8M · 8
- Resthaven 403(b) Retirement Plan (MI) $8M · 548
- The Arc of Blackstone Valley Profit Sharing Plan (RI) $8M · 181
- Soldier on 403(b) Plan (MA) $8M · 156
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.