401(k) · DOL Form 5500 · 2023

Citisoft, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
63
Participants Small participant base
63rd
Percentile by assets National rank
$195,355
Avg per participant Above avg balance/head
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Official DOL plan name: Citisoft, Inc. 401(k) Plan · Sponsored by Citisoft, Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 63 participants

Citisoft, Inc.'s Citisoft, Inc. 401(k) Plan reported $12M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,640 in Professional & Technical Services (20,321 peers)

Citisoft, Inc. multi-year trail

Citisoft, Inc.'s plans moved +62.5% in assets from 2022 to 2024; this filing shows Citisoft, Inc. 401(k) Plan at $12M / 63 participants.

#12,640
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY

Citisoft, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Citisoft, Inc. 401(k) Plan vs every filed plan by assets

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

$12,307,348 Top 37% higher than 63% 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

Citisoft, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citisoft, Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citisoft, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citisoft, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Citisoft, Inc. 401(k) Plan reported participants rose from 57 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 542075416 · Citisoft, Inc. PY 2023 · 401(k)

Citisoft, Inc. 401(k) Plan · $12M · 63 · 63rd

  • 5500 $12M
  • 5500 63
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan
  • 5500 ind #12640

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Citisoft, Inc. 401(k) Plan in the asset neighbourhood

Citisoft, Inc. 401(k) Plan$12MShannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps PlanShannon, Martin, Finkelstein…$12MPavco, Inc. Profit Sharing and 401(k) Trust and PlanPavco, Inc. Profit Sharing a…$12MBrask, Inc. 401(k) Plan$12MAnchor Tool & Die Retirement PlanAnchor Tool & Die Retirement…$12M
End-of-year total assets ($M) among Citisoft, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Citisoft, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Citisoft, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 62.524945184897064% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.56M $15.5M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 57 $10M
2023 1 63 $12M
2024 1 71 $16M

Citisoft, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN542075416
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Citisoft, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Citisoft, Inc. 401(k) Plan, Total assets ($B): 0.012307348 · Participants: 63Citisoft, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Citisoft, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Citisoft, Inc. 401(k) Plan side-by-side with 3 peers →

Citisoft, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan in TX ($12M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Citisoft, Inc. 401(k) Plan assets move in 2023? ▼
Citisoft, Inc. 401(k) Plan grew sharply - up 28.7% during 2023, from $10M to $12M. Reported net income was $3M.
How have Citisoft, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citisoft, Inc.'s sponsor-wide assets grew 62.5%, from $10M to $16M.
Which 401(k) plans are similar in size to Citisoft, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan in TX ($12M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Citisoft, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A 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 542075416.

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.