401(k) · DOL Form 5500 · 2023

Citadel Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
528
Participants Below avg headcount
89th
Percentile by assets National rank
$144,286
Avg per participant Near avg balance/head
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Official DOL plan name: Citadel Retirement Plan · Sponsored by Citadel Federal Credit Union · Pennsylvania · Finance & Insurance

$76M in assets, 528 participants

Citadel Federal Credit Union's Citadel Retirement Plan reported $76M in total assets and 528 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,404 in Finance & Insurance (8,869 peers)

Where Citadel Retirement Plan sits by assets

Citadel Retirement Plan sits in the top quartile of all filed plans by assets, $76M for 528 participants (~$144,286/participant), up 16.6% in 2023.

#7,404
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Citadel Retirement Plan's outsized position by total assets

Citadel Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,183,158 Top 11% higher than 89% of 127,068 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 2023

Citadel Retirement 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. Citadel Retirement Plan sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citadel Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Citadel Retirement Plan end-of-year assets rose from $65M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Citadel Retirement Plan reported participants rose from 488 in the plan year 2022 filing to 528 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231357102 · Citadel Federal Credit Union PY 2023 · 401(k)

Citadel Retirement Plan · $76M · 528 · 89th

  • NET $76M
  • BOOK 528
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Wilson Bank and Trust Company 401(k) Plan
  • EBSA ind #7404

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 Pennsylvania →

Citadel Retirement Plan in the asset neighbourhood

The Knot Worldwide 401(k) PlanThe Knot Worldwide 401(k) Pl…$76MLinklaters LLP 401(k) Profit Sharing PlanLinklaters LLP 401(k) Profit…$76MPopulous 401(k) Retirement Savings PlanPopulous 401(k) Retirement S…$76MWilson Bank and Trust Company 401(k) PlanWilson Bank and Trust Compan…$76MCitadel Retirement Plan$76M
End-of-year total assets ($M) among Citadel Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$76M
Net Income$11M
Employer EIN231357102
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Federal Credit Union)

Sponsor-wide plan assets over time

All Citadel Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 28.84195471906655% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.3M $84.2M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 488 $65M
2023 1 528 $76M
2024 1 549 $84M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Citadel Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Citadel Retirement Plan, Total assets ($B): 0.076183158 · Participants: 528Citadel Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Citadel Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Citadel Retirement Plan side-by-side with 3 peers →

Citadel Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wilson Bank and Trust Company 401(k) Plan in TN ($76M); by covered participants it is Kearny Bank Employees' Savings Plan in NJ (528 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (528 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.

Frequently Asked Questions

How did Citadel Retirement Plan assets move in 2023? ▼
Citadel Retirement Plan grew sharply - up 16.6% during 2023, from $65M to $76M. Reported net income was $11M.
How have Citadel Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Federal Credit Union's sponsor-wide assets grew 28.8%, from $65M to $84M.
Where does Citadel Retirement Plan rank by assets among Form 5500 filers? ▼
Citadel Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citadel Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Bank and Trust Company 401(k) Plan in TN ($76M, 589 participants).
Which 401(k) plans cover a similar participant headcount to Citadel Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kearny Bank Employees' Savings Plan in NJ (528 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231357102.

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.