401(k) · DOL Form 5500 · 2023
Citadel Enterprise Americas LLC 401(k) Plan
Data updated 2026-08-11
- $974M
- Total assets
- 3,356
- Participants
- 99th
- Percentile by assets
- $290,269
- Avg per participant
Official DOL plan name: Citadel Retirement Savings Plan · Sponsored by Citadel Enterprise Americas LLC · Florida · Finance & Insurance
$974M in assets, 3,356 participants
Citadel Enterprise Americas LLC's Citadel Retirement Savings Plan reported $974M in total assets and 3,356 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,635 in Finance & Insurance (8,869 peers)
Coverage in Florida
Citadel Retirement Savings Plan covers 3,356 participants in Florida, 5.3x the typical Florida plan (state average ~628 per filing). Assets: $974M.
- $974M
- total plan assets (2023 EOY)
- 3,356
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $290,269
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citadel Retirement Savings Plan reported net income rose from -$74M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- Citadel Retirement Savings Plan end-of-year assets rose from $747M in the plan year 2022 filing to $974M in the plan year 2023 filing.
- Citadel Retirement Savings Plan reported participants rose from 2,914 in the plan year 2022 filing to 3,356 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Citadel Retirement Savings Plan reports 3,356 participants - 5.3x that state average ($974M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $747M |
|---|---|
| Net Assets (End of Year) | $974M |
| Net Income | $228M |
| Employer EIN | 364108019 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citadel Enterprise Americas LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,914 | $747M |
| 2023 | 1 | 3,356 | $974M |
| 2024 | 1 | 3,464 | $1.2B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Citadel Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Citadel Retirement Savings Plan by total assets, not by location.
- Summit City Md 401(k) Plan (NY) $973M · 12,247
- Post Holdings, Inc. Savings Investment Plan (MO) $972M · 5,610
- American Century Retirement Plan (MO) $977M · 1,452
- 7-Eleven, Inc. 401(k) Plan (OH) $977M · 34,211
Frequently Asked Questions
How did Citadel Retirement Savings Plan assets move in 2023? ▼
How have Citadel Enterprise Americas LLC plan assets changed over time? ▼
Where does Citadel Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Citadel Retirement Savings Plan? ▼
Next read for Citadel Retirement Savings Plan
Filing takeaways
Ways to act on Citadel Retirement Savings Plan's numbers.
- By total assets, Citadel Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Citadel Enterprise Americas LLC's sponsor-wide assets have grown 61.7% since 2022 across 3 plan years on file. More Finance & Insurance plans