401(k) · DOL Form 5500 · 2023

Cloud Software Group, Inc. 401(k) Plan

Data updated 2026-08-11

$960M
Total assets: 2,821
Participants: 99th
Percentile by assets: $340,257
Avg per participant

Official DOL plan name: Citrix Systems, Inc. 401(k) Plan · Sponsored by Cloud Software Group, Inc. · Florida · Professional & Technical Services

$960M in assets, 2,821 participants

Cloud Software Group, Inc.'s Citrix Systems, Inc. 401(k) Plan reported $960M in total assets and 2,821 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#20,130 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Citrix Systems, Inc. 401(k) Plan covers 2,821 participants in Florida, 4.5x the typical Florida plan (state average ~628 per filing). Assets: $960M.

$960M
total plan assets (2023 EOY): 2,821
covered participants: 99th
percentile by assets (of 127,072 plans): $340,257
avg assets per participant

Where Citrix Systems, Inc. 401(k) Plan sits by total assets

Citrix Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$959,866,290 Top 1% higher than 99% 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

Citrix Systems, Inc. 401(k) Plan reported net income rose from -$280M in the plan year 2022 filing to $132M in the plan year 2023 filing.
Citrix Systems, Inc. 401(k) Plan reported participants fell from 4,139 in the plan year 2022 filing to 2,821 in the plan year 2023 filing.
Citrix Systems, Inc. 401(k) Plan end-of-year assets rose from $827M in the plan year 2022 filing to $960M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Citrix Systems, Inc. 401(k) Plan reports 2,821 participants - 4.5x that state average ($960M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$827M
Net Assets (End of Year)	$960M
Net Income	$132M
Employer EIN	770449727
Plan Effective Date	1992-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cloud Software Group, Inc.)

Total plan assets by year, all Cloud Software Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	4,139	$827M
2023	1	2,821	$960M
2024	2	3,009	$1.6B

Nearby 401(k) Plans in Florida

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

Citrix Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Citrix Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Citrix Systems, Inc. 401(k) Plan by total assets, not by location.

Thoroughbred Retirement Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies (GA) $960M · 12,487
Employee 401(k) Savings Plan (TX) $961M · 10,787
Independence Blue Cross Blue Chip Retirement Savings Plan (PA) $958M · 4,055
Dart Container Corporation Employees' 401(k) Plus Plan (MI) $962M · 11,324

Frequently Asked Questions

How did Citrix Systems, Inc. 401(k) Plan assets move in 2023? ▼

Citrix Systems, Inc. 401(k) Plan grew sharply - up 16.0% during 2023, from $827M to $960M. Reported net income was $132M.

How have Cloud Software Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cloud Software Group, Inc.'s sponsor-wide assets grew 93.9%, from $827M to $1.6B.

Where does Citrix Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Citrix Systems, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Citrix Systems, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Thoroughbred Retirement Investment Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA ($960M, 12,487 participants).

Next read for Citrix Systems, Inc. 401(k) Plan

Filing takeaways

Ways to act on Citrix Systems, Inc. 401(k) Plan's numbers.

By total assets, Citrix Systems, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Cloud Software Group, Inc.'s sponsor-wide assets have grown 93.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 770449727.