401(k) · DOL Form 5500 · 2023

Citadel Enterprise Americas LLC 401(k) Plan

Data updated 2026-08-25

$974M
Total assets Above avg plan size
3,356
Participants Above avg headcount
99th
Percentile by assets National rank
$290,269
Avg per participant High balance/head
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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.

  • #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.

#8,635
in Finance & Insurance (8,869 peers)
+30.5%
assets growth YoY
9.8×
vs typical plan assets (national mean)

Citadel Retirement Savings Plan's outsized position by total assets

Citadel Retirement Savings Plan vs every filed plan by assets

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

$974,143,629 Top 1% higher than 99% 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 Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Retirement Savings Plan lands in the large band (3,356 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364108019 · Citadel Enterprise Americas LLC PY 2023 · 401(k)

Citadel Retirement Savings Plan · $974M · 3,356 · 99th

  • IND $974M
  • IND 3,356
  • IND 99th
  • IND 401(k)
  • IND near Summit City Md 401(k) Plan
  • IND ind #8635

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 Florida →

Citadel Retirement Savings Plan in the asset neighbourhood

7-Eleven, Inc. 401(k) Plan$977MAmerican Century Retirement PlanAmerican Century Retirement …$977MCitadel Retirement Savings PlanCitadel Retirement Savings P…$974MSummit City Md 401(k) Plan$973MPost Holdings, Inc. Savings Investment PlanPost Holdings, Inc. Savings …$972M
End-of-year total assets ($M) among Citadel Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$747M
Net Assets (End of Year)$974M
Net Income$228M
Employer EIN364108019
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Enterprise Americas LLC)

Sponsor-wide plan assets over time

All Citadel Enterprise Americas LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 61.674636498168134% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.75B $1.21B ▲ +61.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Citadel Retirement Savings Plan, Total assets ($B): 0.974143629 · Participants: 3356Citadel Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Citadel Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citadel Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Summit City Md 401(k) Plan in NY ($973M); by covered participants it is Carpenter Technology Corporation 401(k) Retirement in PA (3,357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($974M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,356 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 Savings Plan assets move in 2023? ▼
Citadel Retirement Savings Plan surged - up 30.5% during 2023, from $747M to $974M. Reported net income was $228M.
How have Citadel Enterprise Americas LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Enterprise Americas LLC's sponsor-wide assets grew 61.7%, from $747M to $1.2B.
Where does Citadel Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Citadel Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Citadel Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit City Md 401(k) Plan in NY ($973M, 12,247 participants).
Which 401(k) plans cover a similar participant headcount to Citadel Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carpenter Technology Corporation 401(k) Retirement in PA (3,357 participants, $778M 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 364108019.

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.