401(k) · DOL Form 5500 · 2023

Citizens National Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
212
Participants Below avg headcount
74th
Percentile by assets National rank
$102,109
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens National Bank 401(k) Profit Sharing Plan · Sponsored by Citizens National Bank · Tennessee · Finance & Insurance

$22M in assets, 212 participants

Citizens National Bank's Citizens National Bank 401(k) Profit Sharing Plan reported $22M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,418 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Citizens National Bank 401(k) Profit Sharing Plan covers 212 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.

#5,418
in Finance & Insurance (8,869 peers)
+13.1%
assets growth YoY

Citizens National Bank 401(k) Profit Sharing Plan's outsized position by total assets

Citizens National Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,647,028 Top 26% higher than 74% 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

Citizens National Bank 401(k) Profit Sharing 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. Citizens National Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens National Bank 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citizens National Bank 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Citizens National Bank 401(k) Profit Sharing Plan reported participants rose from 195 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620883220 · Citizens National Bank PY 2023 · 401(k)

Citizens National Bank 401(k) Profit Sharing Plan · $22M · 212 · 74th

  • PHOTO $22M
  • IND 212
  • EOY 74th
  • 5500 401(k)
  • ASSETS near Aztec Engineering Group, Inc. 401(k) Profit Sharing Plan
  • PCT ind #5418

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 Tennessee →

Citizens National Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Citizens National Bank 401(k) Profit Sharing PlanCitizens National Bank 401(k…$22MAztec Engineering Group, Inc. 401(k) Profit Sharing PlanAztec Engineering Group, Inc…$22MClark Material Handling Company Employee 401(k) Retirement Savings PlanClark Material Handling Comp…$22MSxsw 401(k) Plan$22MEntertainment One 401(k) Plan$22M
End-of-year total assets ($M) among Citizens National Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN620883220
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens National Bank)

Sponsor-wide plan assets over time

All Citizens National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 28.713245764337085% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.1M $24.6M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 195 $19M
2023 1 212 $22M
2024 1 216 $25M

Nearby 401(k) Plans in Tennessee

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

Citizens National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Citizens National Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.021647028 · Participants: 212Citizens National Bank 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Citizens National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Citizens National Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Citizens National Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Aztec Engineering Group, Inc. 401(k) Profit Sharing Plan in AZ ($22M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Citizens National Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Citizens National Bank 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $19M to $22M. Reported net income was $3M.
How have Citizens National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens National Bank's sponsor-wide assets grew 28.7%, from $19M to $25M.
Which 401(k) plans are similar in size to Citizens National Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aztec Engineering Group, Inc. 401(k) Profit Sharing Plan in AZ ($22M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Citizens National Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 620883220.

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.