401(k) · DOL Form 5500 · 2023
Citco Technology Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 815
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $284,178
- Avg per participant High balance/head
Official DOL plan name: Citco Technology Management, Inc. 401(k) Retirement Plan · Sponsored by Citco Technology Management, Inc. · Florida · Finance & Insurance
$232M in assets, 815 participants
Citco Technology Management, Inc.'s Citco Technology Management, Inc. 401(k) Retirement Plan reported $232M in total assets and 815 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,192 in Finance & Insurance (8,869 peers)
Where Citco Technology Management, Inc. 401(k) Retirement Plan sits by assets
Citco Technology Management, Inc. 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $232M for 815 participants (~$284,178/participant), up 18.9% in 2023.
- #8,192
- in Finance & Insurance (8,869 peers)
- +18.9%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Citco Technology Management, Inc. 401(k) Retirement Plan's outsized position by total assets
Citco Technology Management, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$231,604,876 Top 5% higher than 95% 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
Citco Technology Management, Inc. 401(k) 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. Citco Technology Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (815 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citco Technology Management, Inc. 401(k) Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Citco Technology Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $195M in the plan year 2022 filing to $232M in the plan year 2023 filing.
- Citco Technology Management, Inc. 401(k) Retirement Plan reported participants rose from 780 in the plan year 2022 filing to 815 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 650307157 · Citco Technology Management, Inc. PY 2023 · 401(k)
Citco Technology Management, Inc. 401(k) Retirement Plan · $232M · 815 · 95th
- NET $232M
- BOOK 815
- VS-ST 95th
- BOY 401(k)
- SCH near Oil States International, Inc. Retirement Plan
- EBSA ind #8192
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 →
Citco Technology Management, Inc. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | $37M |
| Employer EIN | 650307157 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citco Technology Management, Inc.)
Sponsor-wide plan assets over time
All Citco Technology Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $271M 39.22759852094263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 780 | $195M |
| 2023 | 1 | 815 | $232M |
| 2024 | 1 | 882 | $271M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Citco Technology Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Oil States International, Inc. Retirement Plan in TX ($232M); by covered participants it is Electric Glass Fiber America, LLC 401(k) Plan in NC (815 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- Oil States International, Inc. Retirement Plan (TX) $232M · 2,062
- Kawasaki Motors Manufacturing Corp., U.S.a. 401(k) Savings Plan (NE) $232M · 3,245
- Mann+Hummel 401(k) Plan (NC) $232M · 5,427
- Clearwater Paper Represented 401(k) Plan (WA) $232M · 1,247
Similar participant headcount
Nearest other-state filings by covered participants (815 participants); asset peers above are excluded.
- Electric Glass Fiber America, LLC 401(k) Plan (NC) 815 · 0 off
- Grinnell Mutual Savings and Investment Plan (IA) 815 · 0 off
- Curana Health LLC 401(k) Plan (TX) 815 · 0 off
- Gleason Corporation Retirement Savings Plan (NY) 815 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.