Other · DOL Form 5500 · 2023

Citizen Schools, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
244
Participants Below avg headcount
45th
Percentile by assets National rank
$21,506
Avg per participant Low balance/head
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Official DOL plan name: Citizen Schools, Inc. 403(b) Retirement Plan · Sponsored by Citizen Schools, Inc. · Massachusetts · Educational Services

$5M in assets, 244 participants

Citizen Schools, Inc.'s Citizen Schools, Inc. 403(b) Retirement Plan reported $5M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,133 in Educational Services (3,735 peers)

Coverage in Massachusetts

Citizen Schools, Inc. 403(b) Retirement Plan covers 244 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,133
in Educational Services (3,735 peers)
+10.9%
assets growth YoY

Citizen Schools, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Citizen Schools, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,247,561 45th percentile higher than 45% 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

Citizen Schools, Inc. 403(b) 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. Citizen Schools, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizen Schools, Inc. 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $514K in the plan year 2023 filing.
  • Citizen Schools, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Citizen Schools, Inc. 403(b) Retirement Plan reported participants fell from 262 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043259160 · Citizen Schools, Inc. PY 2023 · Other

Citizen Schools, Inc. 403(b) Retirement Plan · $5M · 244 · 45th

  • PHOTO $5M
  • PHOTO 244
  • PHOTO 45th
  • PHOTO Other
  • PHOTO near Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan
  • PHOTO ind #1133

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 Educational Services retirement plans → · Plans in Massachusetts →

Citizen Schools, Inc. 403(b) Retirement Plan in the asset neighbourhood

Lake Sunapee Home Care and Hospice ERISA 403b PlanLake Sunapee Home Care and H…$5MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$5MGreenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanGreenwood Village South Inte…$5MMission Neighborhood Centers, Inc. 403(b) PlanMission Neighborhood Centers…$5MThe Fresh Air Fund Tax Sheltered Annuity PlanThe Fresh Air Fund Tax Shelt…$5M
End-of-year total assets ($M) among Citizen Schools, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$514K
Employer EIN043259160
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Schools, Inc.)

Sponsor-wide plan assets over time

All Citizen Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.767171836985348% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.73M $5.95M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 262 $5M
2023 1 244 $5M
2024 1 258 $6M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Citizen Schools, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005247561 · Participants: 244Citizen Schools, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Citizen Schools, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Citizen Schools, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in IN ($5M); by covered participants it is Fall River Health Services 403(b) Plan in SD (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Citizen Schools, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Citizen Schools, Inc. 403(b) Retirement Plan grew at a solid clip - up 10.9% during 2023, from $5M to $5M. Reported net income was $514K.
How have Citizen Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizen Schools, Inc.'s sponsor-wide assets grew 25.8%, from $5M to $6M.
Which Other plans are similar in size to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan in IN ($5M, 290 participants).
Which Other plans cover a similar participant headcount to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Fall River Health Services 403(b) Plan in SD (244 participants, $7M 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 043259160.

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.