Profit Sharing · DOL Form 5500 · 2024
Westchester Digestive Disease Group, LLC Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Citibank Business & Professional Retirement Plan · Sponsored by Westchester Digestive Disease Group, LLC · New York · Healthcare & Social Assistance
$6M in assets, 3 participants
Westchester Digestive Disease Group, LLC's Citibank Business & Professional Retirement Plan reported $6M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,199 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Citibank Business & Professional Retirement Plan declined sharply 22.5% in 2024 ($8M → $6M) for 3 participants.
- #8,199
- in Healthcare & Social Assistance (16,916 peers)
- -22.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citibank Business & Professional Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Citibank Business & Professional Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,847,212 45th percentile higher than 45% 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
Citibank Business & Professional Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citibank Business & Professional Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citibank Business & Professional Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Citibank Business & Professional Retirement Plan end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133583755 · Westchester Digestive Disease Group, LLC PY 2024 · Profit Sharing
Citibank Business & Professional Retirement Plan · $6M · 3 · 45th
- TYPE $6M
- NET 3
- BOOK 45th
- VS-ST Profit Sharing
- BOY near Penfield Childrens Center, Inc. 403(b) Plan
- SCH ind #8199
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 →
Citibank Business & Professional Retirement Plan in the asset neighbourhood
Westchester Digestive Disease Group, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Westchester Digestive Disease Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.961942302436782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5 | $8M |
| 2023 | 2 | 4 | $9M |
| 2024 | 2 | 4 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 133583755 |
| Plan Effective Date | 1983-01-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Citibank Business & Professional Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Penfield Childrens Center, Inc. 403(b) Plan in WI ($6M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.