Other · DOL Form 5500 · 2023

Citizens for Citizens, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
218
Participants Below avg headcount
60th
Percentile by assets National rank
$50,043
Avg per participant Low balance/head
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Official DOL plan name: Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · Sponsored by Citizens for Citizens, Inc. · Massachusetts · Other Services

$11M in assets, 218 participants

Citizens for Citizens, Inc.'s Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported $11M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,092 in Other Services (7,857 peers)

Coverage in Massachusetts

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan covers 218 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#6,092
in Other Services (7,857 peers)
+9.3%
assets growth YoY

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$10,909,465 Top 40% higher than 60% 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 for Citizens, Inc. Tax Sheltered Annuity 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 for Citizens, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $925K in the plan year 2023 filing.
  • Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported participants rose from 193 in the plan year 2022 filing to 218 in the plan year 2023 filing.
  • Citizens for Citizens, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 046134724 · Citizens for Citizens, Inc. PY 2023 · Other

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · $11M · 218 · 60th

  • ASSETS $11M
  • PCT 218
  • EIN 60th
  • RANK Other
  • PHOTO near 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc.
  • IND ind #6092

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 Other Services retirement plans → · Plans in Massachusetts →

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Citizens for Citizens, Inc. Tax Sheltered Annuity PlanCitizens for Citizens, Inc. …$11M403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc.403(b) Thrift Plan for Emplo…$11MWestside Family Healthcare 401(k) PlanWestside Family Healthcare 4…$11MKenneth Young Center 403(b) PlanKenneth Young Center 403(b) …$11MEdgewood 403(b) Plan$11M
End-of-year total assets ($M) among Citizens for Citizens, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$925K
Employer EIN046134724
Plan Effective Date1978-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens for Citizens, Inc.)

Sponsor-wide plan assets over time

All Citizens for Citizens, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 15.043037741404971% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M$12M 202220232024 $9.98M $11.5M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 193 $10M
2023 1 218 $11M
2024 1 240 $11M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Citizens for Citizens, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.010909465 · Participants: 218Citizens for Citizens, Inc. Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Citizens for Citizens, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. in PA ($11M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 for Citizens, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 9.3% during 2023, from $10M to $11M. Reported net income was $925K.
How have Citizens for Citizens, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens for Citizens, Inc.'s sponsor-wide assets grew 15.0%, from $10M to $11M.
Which Other plans are similar in size to Citizens for Citizens, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. in PA ($11M, 294 participants).
Which Other plans cover a similar participant headcount to Citizens for Citizens, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (218 participants, $11M 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 046134724.

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.