401(k) · DOL Form 5500 · 2023
The Citizens Bank of Philadelphia 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 277
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $100,745
- Avg per participant Below avg balance/head
Official DOL plan name: The Citizens Bank Profit Sharing and Savings Plan and Trust · Sponsored by The Citizens Bank of Philadelphia · Mississippi · Finance & Insurance
$28M in assets, 277 participants
The Citizens Bank of Philadelphia's The Citizens Bank Profit Sharing and Savings Plan and Trust reported $28M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,911 in Finance & Insurance (8,869 peers)
Where The Citizens Bank Profit Sharing and Savings Plan and Trust sits by assets
The Citizens Bank Profit Sharing and Savings Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 277 participants (~$100,745/participant), up 15.4% in 2023.
- #5,911
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Citizens Bank Profit Sharing and Savings Plan and Trust's outsized position by total assets
The Citizens Bank Profit Sharing and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,906,353 Top 22% higher than 78% 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
The Citizens Bank Profit Sharing and Savings Plan and Trust 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. The Citizens Bank Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Citizens Bank Profit Sharing and Savings Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Citizens Bank Profit Sharing and Savings Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- The Citizens Bank Profit Sharing and Savings Plan and Trust reported participants rose from 274 in the plan year 2022 filing to 277 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 640134511 · The Citizens Bank of Philadelphia PY 2023 · 401(k)
The Citizens Bank Profit Sharing and Savings Plan and Trust · $28M · 277 · 78th
- BOOK $28M
- VS-ST 277
- BOY 78th
- SCH 401(k)
- EBSA near Cmi Vantage Partners 401(k) Profit Sharing Plan
- PART ind #5911
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 Mississippi →
The Citizens Bank Profit Sharing and Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 640134511 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Citizens Bank of Philadelphia)
Sponsor-wide plan assets over time
All The Citizens Bank of Philadelphia plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 26.031389049606346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $24M |
| 2023 | 1 | 277 | $28M |
| 2024 | 1 | 269 | $30M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $797M · 6,578
- Ergon 401(k) Plan $651M · 3,214
- Hancock Whitney Corporation 401(k) Savings Plan $543M · 3,545
- V2x 401(k) Retirement Plan $538M · 6,807
- Southern Farm Bureau and Adopting Companies 401(k) Plan $477M · 2,657
The Citizens Bank Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Cmi Vantage Partners 401(k) Profit Sharing Plan in MA ($28M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Cmi Vantage Partners 401(k) Profit Sharing Plan (MA) $28M · 70
- Real Floors, Inc. 401(k) Plan (GA) $28M · 753
- Altivia 401(k) Plan (TX) $28M · 380
- Robertshaw Controls Company 401(k) Plan (IL) $28M · 161
Similar participant headcount
Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.
- Onin Group 401(k) Plan (AL) 277 · 0 off
- Buckeye International, Inc 401(k) Plan (MO) 277 · 0 off
- Community Support Services, Inc. 401(k) Retirement Plan (OH) 277 · 0 off
- Employee Benefit Plan of Factory Connection, LLC (AL) 277 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.