401(k) · DOL Form 5500 · 2024

Citadel Enterprise Americas LLC 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
3,464
Participants Above avg headcount
99th
Percentile by assets National rank
$348,417
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citadel Retirement Savings Plan · Sponsored by Citadel Enterprise Americas LLC · Florida · Finance & Insurance

$1.2B in assets, 3,464 participants

Citadel Enterprise Americas LLC's Citadel Retirement Savings Plan reported $1.2B in total assets and 3,464 participants in its 2024 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.

  • #8,336 in Finance & Insurance (8,549 peers)

Coverage in Florida

Citadel Retirement Savings Plan covers 3,464 participants in Florida, 5.5x the typical Florida plan (state average ~628 per filing). Assets: $1.2B.

#8,336
in Finance & Insurance (8,549 peers)
+23.9%
assets growth YoY
12×
vs typical plan assets (national mean)

Citadel Retirement Savings Plan's outsized position by total assets

Citadel Retirement Savings Plan vs every filed plan by assets

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

$1,206,916,873 Top 1% higher than 99% 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

Citadel Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Retirement Savings Plan lands in the large band (3,464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citadel Retirement Savings Plan end-of-year assets rose from $974M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
  • Citadel Retirement Savings Plan reported participants rose from 3,356 in the plan year 2023 filing to 3,464 in the plan year 2024 filing.
  • Citadel Retirement Savings Plan reported net income rose from $228M in the plan year 2023 filing to $233M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364108019 · Citadel Enterprise Americas LLC PY 2024 · 401(k)

Citadel Retirement Savings Plan · $1.2B · 3,464 · 99th

  • VS-ST $1.2B
  • BOY 3,464
  • SCH 99th
  • EBSA 401(k)
  • PART near Cslb Holdings Inc. 401(k) Plan
  • TYPE ind #8336

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 Florida →

Citadel Retirement Savings Plan in the asset neighbourhood

Citadel Retirement Savings PlanCitadel Retirement Savings P…$1.2BCslb Holdings Inc. 401(k) PlanCslb Holdings Inc. 401(k) Pl…$1.2BBlue Cross and Blue Shield of Massachusetts, Inc. Employee Savings PlanBlue Cross and Blue Shield o…$1.2BWoodside Energy USA Services Inc. Retirement Savings PlanWoodside Energy USA Services…$1.2BLexmark Savings Plan$1.2B
End-of-year total assets ($B) among Citadel Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$974M
Net Assets (End of Year)$1.2B
Net Income$233M
Employer EIN364108019
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Enterprise Americas LLC)

Sponsor-wide plan assets over time

All Citadel Enterprise Americas LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 61.674636498168134% vs 2022
2024 filing year
$0.6B$0.8B$1B$1.2B$1.4B 202220232024 $0.75B $1.21B ▲ +61.3%
Year Plans Participants Total Assets
2022 1 2,914 $747M
2023 1 3,356 $974M
2024 1 3,464 $1.2B

Nearby 401(k) Plans in Florida

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

Citadel Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Citadel Retirement Savings Plan, Total assets ($B): 1.206916873 · Participants: 3464Citadel Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Citadel Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citadel Retirement Savings Plan side-by-side with 3 peers →

Citadel Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cslb Holdings Inc. 401(k) Plan in PA ($1.2B); by covered participants it is Aperion Care 401(k) & Profit Sharing Plan in IL (3,464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,464 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 Citadel Retirement Savings Plan assets move in 2024? ▼
Citadel Retirement Savings Plan grew sharply - up 23.9% during 2024, from $974M to $1.2B. Reported net income was $233M.
How have Citadel Enterprise Americas LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Enterprise Americas LLC's sponsor-wide assets grew 61.7%, from $747M to $1.2B.
Where does Citadel Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Citadel Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Citadel Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cslb Holdings Inc. 401(k) Plan in PA ($1.2B, 18,666 participants).
Which 401(k) plans cover a similar participant headcount to Citadel Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aperion Care 401(k) & Profit Sharing Plan in IL (3,464 participants, $14M 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 364108019.

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.