Defined Benefit (Pension) · DOL Form 5500 · 2023

Citizens Bank Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
44th
Percentile by assets National rank
$50,803
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank Employees' Retirement Plan · Sponsored by Citizens Bank · Mississippi · Finance & Insurance

$5M in assets, 95 participants

Citizens Bank's Citizens Bank Employees' Retirement Plan reported $5M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,726 in Finance & Insurance (8,869 peers)

Citizens Bank multi-year trail

Citizens Bank's plans moved +28.2% in assets from 2022 to 2024; this filing shows Citizens Bank Employees' Retirement Plan at $5M / 95 participants.

#2,726
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Citizens Bank Employees' Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank Employees' Retirement Plan vs every filed plan by assets

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

$4,826,288 44th percentile higher than 44% 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 Employees' Retirement 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. Citizens Bank Employees' Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens Bank Employees' Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $581K in the plan year 2023 filing.
  • Citizens Bank Employees' Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Citizens Bank Employees' Retirement Plan reported participants fell from 100 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640750822 · Citizens Bank PY 2023 · Defined Benefit (Pension)

Citizens Bank Employees' Retirement Plan · $5M · 95 · 44th

  • PCT $5M
  • PCT 95
  • PCT 44th
  • PCT Defined Benefit (Pension)
  • PCT near Cooper Tire & Rubber Company Spectrum Retirement Plan
  • PCT ind #2726

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 Employees' Retirement Plan in the asset neighbourhood

Citizens Bank Employees' Retirement PlanCitizens Bank Employees' Ret…$5MCooper Tire & Rubber Company Spectrum Retirement PlanCooper Tire & Rubber Company…$5MRsr Hourly Pension - New York$5MBunge North America, Inc. Decatur Processing Plant Employees' Pension PlanBunge North America, Inc. De…$5MInterval Partners, LP Cash Balance PlanInterval Partners, LP Cash B…$5M
End-of-year total assets ($M) among Citizens Bank Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Citizens Bank multi-year asset trail

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

Citizens Bank filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$581K
Employer EIN640750822
Plan Effective Date1954-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Citizens Bank Employees' Retirement Plan, Total assets ($M): 4.826288 · Participants: 95Citizens Bank Employees' Retirement PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 745.772396 · Participants: 1723Hancock Whitney Corporation Pension PlanNorth Mississippi Health Services, Inc. Retirement Plan & Trust Agreement, Total assets ($M): 491.683623 · Participants: 1837North Mississippi Health Services, Inc. Retirement Plan & Trust AgreementSfb Casualty Ins Co Retirement Plan, Total assets ($M): 430.75458 · Participants: 1492Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 337.803252 · Participants: 4758Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 229.947844 · Participants: 607Southern Farm Bureau Life Insurance Company Retirement Plan
Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Citizens Bank Employees' Retirement Plan side-by-side with 3 peers →

Citizens Bank Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH ($5M); by covered participants it is Provident Bank Pension Plan in NJ (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Employees' Retirement Plan assets move in 2023? ▼
Citizens Bank Employees' Retirement Plan grew at a solid clip - up 13.7% during 2023, from $4M to $5M. Reported net income was $581K.
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 Defined Benefit (Pension) plans are similar in size to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH ($5M, 923 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Provident Bank Pension Plan in NJ (95 participants, $53M 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.