401(k) · DOL Form 5500 · 2023

Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
113
Participants Small participant base
85th
Percentile by assets National rank
$434,532
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citi Retirement Savings Plan for Puerto Rico · Sponsored by Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. · Connecticut · Finance & Insurance

$49M in assets, 113 participants

Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.'s Citi Retirement Savings Plan for Puerto Rico reported $49M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,871 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Citi Retirement Savings Plan for Puerto Rico covers 113 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $49M.

#6,871
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Citi Retirement Savings Plan for Puerto Rico's outsized position by total assets

Citi Retirement Savings Plan for Puerto Rico vs every filed plan by assets

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

$49,102,159 Top 15% higher than 85% 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

Citi Retirement Savings Plan for Puerto Rico 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. Citi Retirement Savings Plan for Puerto Rico sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citi Retirement Savings Plan for Puerto Rico reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Citi Retirement Savings Plan for Puerto Rico reported participants fell from 203 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • Citi Retirement Savings Plan for Puerto Rico end-of-year assets rose from $45M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660177415 · Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. PY 2023 · 401(k)

Citi Retirement Savings Plan for Puerto Rico · $49M · 113 · 85th

  • BOY $49M
  • SCH 113
  • EBSA 85th
  • PART 401(k)
  • TYPE near Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan
  • NET ind #6871

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 Connecticut →

Citi Retirement Savings Plan for Puerto Rico in the asset neighbourhood

Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) PlanLutheran Charity Assoc Dba J…$49MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$49MFluidmaster, Inc. Savings PlanFluidmaster, Inc. Savings Pl…$49MM-E Engineers, Inc. 401(k) Profit Sharing Plan and TrustM-E Engineers, Inc. 401(k) P…$49MCiti Retirement Savings Plan for Puerto RicoCiti Retirement Savings Plan…$49M
End-of-year total assets ($M) among Citi Retirement Savings Plan for Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN660177415
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.)

Sponsor-wide plan assets over time

All Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 11.50181083704161% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45M $50.2M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 203 $45M
2023 1 113 $49M
2024 1 108 $50M

Nearby 401(k) Plans in Connecticut

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

Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Citi Retirement Savings Plan for Puerto Rico, Total assets ($B): 0.049102159 · Participants: 113Citi Retirement Savings Plan for Puerto RicoRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Citi Retirement Savings Plan for Puerto Rico side-by-side with 3 peers →

Citi Retirement Savings Plan for Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan in ND ($49M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Citi Retirement Savings Plan for Puerto Rico assets move in 2023? ▼
Citi Retirement Savings Plan for Puerto Rico grew at a solid clip - up 9.2% during 2023, from $45M to $49M. Reported net income was $4M.
How have Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.'s sponsor-wide assets grew 11.5%, from $45M to $50M.
Where does Citi Retirement Savings Plan for Puerto Rico rank by assets among Form 5500 filers? ▼
Citi Retirement Savings Plan for Puerto Rico ranks in the 85th 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 Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan in ND ($49M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 660177415.

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.