401(k) · DOL Form 5500 · 2023

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
125
Participants Small participant base
67th
Percentile by assets National rank
$120,728
Avg per participant Near avg balance/head
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Official DOL plan name: Citizens Bank, Columbia, Mississippi 401(k)Savings Plan · Sponsored by Citizens Bank · Mississippi · Finance & Insurance

$15M in assets, 125 participants

Citizens Bank's Citizens Bank, Columbia, Mississippi 401(k)Savings Plan reported $15M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,649 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan covers 125 participants in Mississippi, about 34% of the average Mississippi filer (state average ~366 per filing). Assets: $15M.

#4,649
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan's outsized position by total assets

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan vs every filed plan by assets

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

$15,090,994 Top 33% higher than 67% 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 Bank, Columbia, Mississippi 401(k)Savings 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 Bank, Columbia, Mississippi 401(k)Savings Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens Bank, Columbia, Mississippi 401(k)Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Citizens Bank, Columbia, Mississippi 401(k)Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Citizens Bank, Columbia, Mississippi 401(k)Savings Plan reported participants rose from 120 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640750822 · Citizens Bank PY 2023 · 401(k)

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan · $15M · 125 · 67th

  • 5500 $15M
  • 5500 125
  • 5500 67th
  • 5500 401(k)
  • 5500 near Philadelphia Protestant Home 401(k) Plan
  • 5500 ind #4649

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 →

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan in the asset neighbourhood

Citizens Bank, Columbia, Mississippi 401(k)Savings PlanCitizens Bank, Columbia, Mis…$15MPhiladelphia Protestant Home 401(k) PlanPhiladelphia Protestant Home…$15MRichwood Industries, Inc. Retirement & 401(k) PlanRichwood Industries, Inc. Re…$15MDetyens Shipyards, Inc. 401(k) Profit Sharing Plan and TrustDetyens Shipyards, Inc. 401(…$15MOctober Three Management Services, Inc. Retirement TrustOctober Three Management Ser…$15M
End-of-year total assets ($M) among Citizens Bank, Columbia, Mississippi 401(k)Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN640750822
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bank)

Sponsor-wide plan assets over time

All Citizens Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.22806321586362% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $22.4M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 220 $17M
2023 2 220 $20M
2024 2 211 $22M

Nearby 401(k) Plans in Mississippi

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

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Citizens Bank, Columbia, Mississippi 401(k)Savings Plan, Total assets ($M): 15.090994 · Participants: 125Citizens Bank, Columbia, Mississippi 401(k)Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Citizens Bank, Columbia, Mississippi 401(k)Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Citizens Bank, Columbia, Mississippi 401(k)Savings Plan side-by-side with 3 peers →

Citizens Bank, Columbia, Mississippi 401(k)Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Philadelphia Protestant Home 401(k) Plan in PA ($15M); by covered participants it is The Dotson Company, Inc. 401(k) Retirement Plan in MN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Bank, Columbia, Mississippi 401(k)Savings Plan assets move in 2023? ▼
Citizens Bank, Columbia, Mississippi 401(k)Savings Plan grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 28.2%, from $17M to $22M.
Which 401(k) plans are similar in size to Citizens Bank, Columbia, Mississippi 401(k)Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philadelphia Protestant Home 401(k) Plan in PA ($15M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank, Columbia, Mississippi 401(k)Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dotson Company, Inc. 401(k) Retirement Plan in MN (125 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 640750822.

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.