401(k) · DOL Form 5500 · 2024
Citadel Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 549
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $153,279
- Avg per participant Above avg balance/head
Official DOL plan name: Citadel Retirement Plan · Sponsored by Citadel Federal Credit Union · Pennsylvania · Finance & Insurance
$84M in assets, 549 participants
Citadel Federal Credit Union's Citadel Retirement Plan reported $84M in total assets and 549 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,112 in Finance & Insurance (8,549 peers)
Where Citadel Retirement Plan sits by assets
Citadel Retirement Plan sits in the top quartile of all filed plans by assets, $84M for 549 participants (~$153,279/participant), up 10.5% in 2024.
- #7,112
- in Finance & Insurance (8,549 peers)
- +10.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Citadel Retirement Plan's outsized position by total assets
Citadel Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,149,988 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Citadel Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Retirement Plan sits mid-pack in the medium band (549 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citadel Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Citadel Retirement Plan end-of-year assets rose from $76M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Citadel Retirement Plan reported participants rose from 528 in the plan year 2023 filing to 549 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231357102 · Citadel Federal Credit Union PY 2024 · 401(k)
Citadel Retirement Plan · $84M · 549 · 89th
- 5500 $84M
- 5500 549
- 5500 89th
- 5500 401(k)
- 5500 near Clark Nexsen, Inc. 401(k) Plan
- 5500 ind #7112
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Citadel Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $8M |
| Employer EIN | 231357102 |
| Plan Effective Date | 1977-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citadel Federal Credit Union)
Sponsor-wide plan assets over time
All Citadel Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 28.84195471906655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 488 | $65M |
| 2023 | 1 | 528 | $76M |
| 2024 | 1 | 549 | $84M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Citadel Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Clark Nexsen, Inc. 401(k) Plan in VA ($84M); by covered participants it is Sobi, Inc 401(k) Retirement Plan in MA (549 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Clark Nexsen, Inc. 401(k) Plan (VA) $84M · 318
- Tasi Test & Automation 401(k) Plan (OH) $84M · 1,260
- Tec Equipment, Inc. 401(k) Plan (OR) $84M · 1,363
- Bailey Nurseries, Inc. 401(k) Profit Sharing Plan (MN) $84M · 649
Similar participant headcount
Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.
- Sobi, Inc 401(k) Retirement Plan (MA) 549 · 0 off
- Atlantic Dominion Distributors Consolidated Companies 401(k) Retirement Savings Plan (VA) 549 · 0 off
- Flash 401(k) Plan (TX) 549 · 0 off
- Nixon Uniform Service, Inc. Retirement Savings Plan (DE) 549 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.