401(k) · DOL Form 5500 · 2023

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
192
Participants Below avg headcount
77th
Percentile by assets National rank
$131,407
Avg per participant Near avg balance/head
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Official DOL plan name: Citizens Bank 401(k) Plan · Sponsored by Citizens Bank · Oregon · Finance & Insurance

$25M in assets, 192 participants

Citizens Bank's Citizens Bank 401(k) Plan reported $25M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,711 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Citizens Bank 401(k) Plan covers 192 participants in Oregon, about 43% of the average Oregon filer (state average ~443 per filing). Assets: $25M.

#5,711
in Finance & Insurance (8,869 peers)
+28.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Citizens Bank 401(k) Plan's outsized position by total assets

Citizens Bank 401(k) Plan vs every filed plan by assets

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

$25,230,085 Top 23% higher than 77% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens Bank 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Citizens Bank 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Citizens Bank 401(k) Plan reported participants rose from 175 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930462799 · Citizens Bank PY 2023 · 401(k)

Citizens Bank 401(k) Plan · $25M · 192 · 77th

  • PHOTO $25M
  • PHOTO 192
  • PHOTO 77th
  • PHOTO 401(k)
  • PHOTO near Cancer Care Northwest Centers, P.S. 401(k) Plan
  • PHOTO ind #5711

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 Oregon →

Citizens Bank 401(k) Plan in the asset neighbourhood

Citizens Bank 401(k) Plan$25MCancer Care Northwest Centers, P.S. 401(k) PlanCancer Care Northwest Center…$25MG2 Software Systems, Inc. Retirement PlanG2 Software Systems, Inc. Re…$25MKoerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$25MChevy Chase Club, Inc. 401(k) Retirement PlanChevy Chase Club, Inc. 401(k…$25M
End-of-year total assets ($M) among Citizens Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN930462799
Plan Effective Date1960-01-01
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
$28M 43.716381921713754% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $28.3M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 175 $20M
2023 1 192 $25M
2024 1 194 $28M

Nearby 401(k) Plans in Oregon

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

Citizens Bank 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Citizens Bank 401(k) Plan, Total assets ($B): 0.025230085 · Participants: 192Citizens Bank 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Citizens Bank 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Citizens Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Cancer Care Northwest Centers, P.S. 401(k) Plan in WA ($25M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 401(k) Plan assets move in 2023? ▼
Citizens Bank 401(k) Plan grew sharply - up 28.0% during 2023, from $20M to $25M. Reported net income was $6M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 43.7%, from $20M to $28M.
Where does Citizens Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Citizens Bank 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citizens Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cancer Care Northwest Centers, P.S. 401(k) Plan in WA ($25M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 930462799.

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.