401(k) · DOL Form 5500 · 2023

Citizen Advocates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
721
Participants Near avg headcount
79th
Percentile by assets National rank
$40,035
Avg per participant Low balance/head
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Official DOL plan name: Citizen Advocates, Inc. 401(k) Plan · Sponsored by Citizen Advocates, Inc. · New York · Healthcare & Social Assistance

$29M in assets, 721 participants

Citizen Advocates, Inc.'s Citizen Advocates, Inc. 401(k) Plan reported $29M in total assets and 721 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,486 in Healthcare & Social Assistance (17,684 peers)

Where Citizen Advocates, Inc. 401(k) Plan sits by assets

Citizen Advocates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 721 participants (~$40,035/participant), up 17.6% in 2023.

#14,486
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Citizen Advocates, Inc. 401(k) Plan's outsized position by total assets

Citizen Advocates, Inc. 401(k) Plan vs every filed plan by assets

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

$28,864,925 Top 21% higher than 79% 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

Citizen Advocates, Inc. 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. Citizen Advocates, Inc. 401(k) Plan sits mid-pack in the medium band (721 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citizen Advocates, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Citizen Advocates, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Citizen Advocates, Inc. 401(k) Plan reported participants rose from 670 in the plan year 2022 filing to 721 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141577715 · Citizen Advocates, Inc. PY 2023 · 401(k)

Citizen Advocates, Inc. 401(k) Plan · $29M · 721 · 79th

  • RANK $29M
  • RANK 721
  • RANK 79th
  • RANK 401(k)
  • RANK near Dialpad 401(k) Plan
  • RANK ind #14486

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 →

Citizen Advocates, Inc. 401(k) Plan in the asset neighbourhood

Dialpad 401(k) Plan$29MGuaranty Bank & Trust of Belzoni, Ms 401(k) PlanGuaranty Bank & Trust of Bel…$29MAdvertisers Press, Inc. 401(k) Savings PlanAdvertisers Press, Inc. 401(…$29MCitizen Advocates, Inc. 401(k) PlanCitizen Advocates, Inc. 401(…$29MAlliance Member Services, Inc. 401(k) Retirement PAlliance Member Services, In…$29M
End-of-year total assets ($M) among Citizen Advocates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN141577715
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Advocates, Inc.)

Sponsor-wide plan assets over time

All Citizen Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.255472127271% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $32.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 670 $25M
2023 1 721 $29M
2024 1 666 $33M

Nearby 401(k) Plans in New York

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

Citizen Advocates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Citizen Advocates, Inc. 401(k) Plan, Total assets ($B): 0.028864925 · Participants: 721Citizen Advocates, Inc. 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
Citizen Advocates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citizen Advocates, Inc. 401(k) Plan side-by-side with 3 peers →

Citizen Advocates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dialpad 401(k) Plan in CA ($29M); by covered participants it is Ayrshire Electronics 401(k) Savings Plan in WA (721 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (721 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 Citizen Advocates, Inc. 401(k) Plan assets move in 2023? ▼
Citizen Advocates, Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $25M to $29M. Reported net income was $4M.
How have Citizen Advocates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizen Advocates, Inc.'s sponsor-wide assets grew 33.3%, from $25M to $33M.
Where does Citizen Advocates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Citizen Advocates, Inc. 401(k) Plan ranks in the 79th 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 Citizen Advocates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dialpad 401(k) Plan in CA ($29M, 498 participants).
Which 401(k) plans cover a similar participant headcount to Citizen Advocates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ayrshire Electronics 401(k) Savings Plan in WA (721 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 141577715.

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.