401(k) · DOL Form 5500 · 2023

Citadel Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,283
Participants Near avg headcount
34th
Percentile by assets National rank
$2,130
Avg per participant Low balance/head
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Official DOL plan name: Citadel Care Centers 401(k) Plan · Sponsored by Citadel Consulting Group, LLC · New York · Healthcare & Social Assistance

$3M in assets, 1,283 participants

Citadel Consulting Group, LLC's Citadel Care Centers 401(k) Plan reported $3M in total assets and 1,283 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,162 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Citadel Care Centers 401(k) Plan holds $3M for 1,283 participants - about $2,130 per participant, in the lower half of filed plans by assets.

#6,162
in Healthcare & Social Assistance (17,684 peers)
+6.0%
assets growth YoY

Citadel Care Centers 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Citadel Care Centers 401(k) Plan vs every filed plan by assets

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

$2,732,292 34th percentile higher than 34% 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

Citadel Care Centers 401(k) 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. Citadel Care Centers 401(k) Plan lands in the large band (1,283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citadel Care Centers 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Citadel Care Centers 401(k) Plan reported participants fell from 4,392 in the plan year 2022 filing to 1,283 in the plan year 2023 filing.
  • Citadel Care Centers 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 811619316 · Citadel Consulting Group, LLC PY 2023 · 401(k)

Citadel Care Centers 401(k) Plan · $3M · 1,283 · 34th

  • IND $3M
  • IND 1,283
  • IND 34th
  • IND 401(k)
  • IND near Great Basin Insurance 401(k) Plan
  • IND ind #6162

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Citadel Care Centers 401(k) Plan in the asset neighbourhood

Citadel Care Centers 401(k) PlanCitadel Care Centers 401(k) …$3MGreat Basin Insurance 401(k) PlanGreat Basin Insurance 401(k)…$3MMc Transitions Group Inc. Retirement PlanMc Transitions Group Inc. Re…$3MMedical Management Professiona 401(k) Profit Sharing Plan & TrustMedical Management Professio…$3MViasun Corporation 401(k) Profit Sharing Plan and TrustViasun Corporation 401(k) Pr…$3M
End-of-year total assets ($M) among Citadel Care Centers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$177K
Employer EIN811619316
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Consulting Group, LLC)

Sponsor-wide plan assets over time

All Citadel Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.63858905111184% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.53M $3.37M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 4,942 $4M
2023 4 5,274 $9M
2024 2 2,013 $3M

Nearby 401(k) Plans in New York

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

Citadel Care Centers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Citadel Care Centers 401(k) Plan, Total assets ($B): 0.002732292 · Participants: 1283Citadel Care Centers 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Citadel Care Centers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citadel Care Centers 401(k) Plan side-by-side with 3 peers →

Citadel Care Centers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Great Basin Insurance 401(k) Plan in OR ($3M); by covered participants it is Phynet Dermatology, LLC 401(k) Plan in TN (1,283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,283 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 Citadel Care Centers 401(k) Plan assets move in 2023? ▼
Citadel Care Centers 401(k) Plan grew at a solid clip - up 6.0% during 2023, from $3M to $3M. Reported net income was $177K.
How have Citadel Consulting Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Consulting Group, LLC's sponsor-wide assets declined 4.6%, from $4M to $3M.
Which 401(k) plans are similar in size to Citadel Care Centers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Basin Insurance 401(k) Plan in OR ($3M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Citadel Care Centers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phynet Dermatology, LLC 401(k) Plan in TN (1,283 participants, $42M 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 811619316.

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.