Profit Sharing · DOL Form 5500 · 2024

Citi, Inc. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
52
Participants Small participant base
63rd
Percentile by assets National rank
$274,199
Avg per participant High balance/head
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Official DOL plan name: Citi, Inc. Employee Stock Ownership Plan · Sponsored by Citi, Inc. · North Carolina · Manufacturing

$14M in assets, 52 participants

Citi, Inc.'s Citi, Inc. Employee Stock Ownership Plan reported $14M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,072 in Manufacturing (17,777 peers)

Citi, Inc. multi-year trail

Citi, Inc.'s plans moved +330.3% in assets from 2022 to 2024; this filing shows Citi, Inc. Employee Stock Ownership Plan at $14M / 52 participants.

#9,072
in Manufacturing (17,777 peers)
+112.8%
assets growth YoY

Citi, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Citi, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,258,352 Top 37% higher than 63% of 123,620 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 2024

Citi, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citi, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citi, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Citi, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Citi, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561928771 · Citi, Inc. PY 2024 · Profit Sharing

Citi, Inc. Employee Stock Ownership Plan · $14M · 52 · 63rd

  • PCT $14M
  • EIN 52
  • RANK 63rd
  • PHOTO Profit Sharing
  • IND near 403(b) Thrift Plan of Way Finders, Inc.
  • EOY ind #9072

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 Manufacturing retirement plans → · Plans in North Carolina →

Citi, Inc. Employee Stock Ownership Plan in the asset neighbourhood

J & P Solari Enterprises Keogh PlanJ & P Solari Enterprises Keo…$14MCiti, Inc. Employee Stock Ownership PlanCiti, Inc. Employee Stock Ow…$14M403(b) Thrift Plan of Way Finders, Inc.403(b) Thrift Plan of Way Fi…$14MThe Catherine Cook School 403(b) PlanThe Catherine Cook School 40…$14MChild Guidance Resource Centers, Inc. 403(b) Retirement PlanChild Guidance Resource Cent…$14M
End-of-year total assets ($M) among Citi, Inc. Employee Stock Ownership Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Citi, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Citi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 330.3498732343354% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.31M $14.3M ▲ +330.8%
Year Plans Participants Total Assets
2022 1 48 $3M
2023 1 49 $7M
2024 1 52 $14M

Citi, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$14M
Net Income$15M
Employer EIN561928771
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Citi, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Citi, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014258352 · Participants: 52Citi, Inc. Employee Stock Ownership PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Citi, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Citi, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Citi, Inc. Employee Stock Ownership Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is 403(b) Thrift Plan of Way Finders, Inc. in MA ($14M); by covered participants it is Kiddie Academy Three Rose Enterprises Inc. Retirement Plan in FL (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Citi, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Citi, Inc. Employee Stock Ownership Plan surged - up 112.8% during 2024, from $7M to $14M. Reported net income was $15M.
How have Citi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citi, Inc.'s sponsor-wide assets grew 330.3%, from $3M to $14M.
Which Profit Sharing plans are similar in size to Citi, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan of Way Finders, Inc. in MA ($14M, 347 participants).
Which Profit Sharing plans cover a similar participant headcount to Citi, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kiddie Academy Three Rose Enterprises Inc. Retirement Plan in FL (52 participants, $802K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561928771.

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.