401(k) · DOL Form 5500 · 2023
Citrin Cooperman & Company, LLP 401(k) Plan
Data updated 2026-08-25
- $292M
- Total assets Near avg plan size
- 1,346
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $216,905
- Avg per participant Above avg balance/head
Official DOL plan name: Citrin Cooperman & Company, LLP Retirement Savings Plan · Sponsored by Citrin Cooperman & Company, LLP · New York · Professional & Technical Services
$292M in assets, 1,346 participants
Citrin Cooperman & Company, LLP's Citrin Cooperman & Company, LLP Retirement Savings Plan reported $292M in total assets and 1,346 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,736 in Professional & Technical Services (20,321 peers)
Where Citrin Cooperman & Company, LLP Retirement Savings Plan sits by assets
Citrin Cooperman & Company, LLP Retirement Savings Plan sits in the top 5% of all filed plans by assets, $292M for 1,346 participants (~$216,905/participant), up 47.2% in 2023.
- #19,736
- in Professional & Technical Services (20,321 peers)
- +47.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Citrin Cooperman & Company, LLP Retirement Savings Plan's outsized position by total assets
Citrin Cooperman & Company, LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$291,953,905 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Citrin Cooperman & Company, LLP Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrin Cooperman & Company, LLP Retirement Savings Plan lands in the large band (1,346 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citrin Cooperman & Company, LLP Retirement Savings Plan reported net income rose from -$27M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- Citrin Cooperman & Company, LLP Retirement Savings Plan end-of-year assets rose from $198M in the plan year 2022 filing to $292M in the plan year 2023 filing.
- Citrin Cooperman & Company, LLP Retirement Savings Plan reported participants rose from 1,050 in the plan year 2022 filing to 1,346 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222428965 · Citrin Cooperman & Company, LLP PY 2023 · 401(k)
Citrin Cooperman & Company, LLP Retirement Savings Plan · $292M · 1,346 · 96th
- VS-ST $292M
- VS-ST 1,346
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Iaa 401(k) Plan
- VS-ST ind #19736
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 Professional & Technical Services retirement plans → · Plans in New York →
Citrin Cooperman & Company, LLP Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | $93M |
| Employer EIN | 222428965 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citrin Cooperman & Company, LLP)
Sponsor-wide plan assets over time
All Citrin Cooperman & Company, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 47.30723882506682% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,996 | $208M |
| 2023 | 3 | 2,380 | $307M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Citrin Cooperman & Company, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Iaa 401(k) Plan in IL ($292M); by covered participants it is Company 3 / Method 401(k) Plan in CA (1,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($292M here).
- Iaa 401(k) Plan (IL) $292M · 3,697
- Aptiv Hourly 401(k) Plan (MI) $292M · 1,425
- Ctc Trading Group, L.L.C. 401(k) Plan and Retirement Trust (IL) $292M · 652
- Crown Cork & Seal Company, Inc. 401(k) Retirement Savings Plan (PA) $292M · 1,951
Similar participant headcount
Nearest other-state filings by covered participants (1,346 participants); asset peers above are excluded.
- Company 3 / Method 401(k) Plan (CA) 1,346 · 0 off
- Logitech 401(k) Plan (CA) 1,346 · 0 off
- Coronis Health Employee Retirement Savings Plan & Trust (MD) 1,346 · 0 off
- Retirement Plan for Employees of Scotiabank U. S. 401(k) () 1,346 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.