401(k) · DOL Form 5500 · 2023

Citadel Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3,284
Participants Above avg headcount
32nd
Percentile by assets National rank
$712
Avg per participant Low balance/head
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Official DOL plan name: Citadel Care Centers 401(k) Plan · Sponsored by Citadel Consulting Group, LLC · New York · Healthcare & Social Assistance

$2M in assets, 3,284 participants

Citadel Consulting Group, LLC's Citadel Care Centers 401(k) Plan reported $2M in total assets and 3,284 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,629 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Citadel Care Centers 401(k) Plan covers 3,284 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $2M.

#5,629
in Healthcare & Social Assistance (17,684 peers)
+3.2%
assets growth YoY

Citadel Care Centers 401(k) Plan among the smaller filed plans by assets

Citadel Care Centers 401(k) Plan vs every filed plan by assets

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

$2,338,103 32nd percentile higher than 32% of 127,068 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 2023

Citadel Care Centers 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Care Centers 401(k) Plan lands in the large band (3,284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citadel Care Centers 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Citadel Care Centers 401(k) Plan reported participants fell from 4,392 in the plan year 2022 filing to 3,284 in the plan year 2023 filing.
  • Citadel Care Centers 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811619316 · Citadel Consulting Group, LLC PY 2023 · 401(k)

Citadel Care Centers 401(k) Plan · $2M · 3,284 · 32nd

  • NET $2M
  • BOOK 3,284
  • VS-ST 32nd
  • BOY 401(k)
  • SCH near Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan
  • EBSA ind #5629

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 →

Citadel Care Centers 401(k) Plan in the asset neighbourhood

Citadel Care Centers 401(k) PlanCitadel Care Centers 401(k) …$2MStephen Pezzullo Cpa PC 401(k) Profit Sharing PlanStephen Pezzullo Cpa PC 401(…$2MLasko Products Union 401(k) Retirement PlanLasko Products Union 401(k) …$2MPerigee Capital Partners LLC Retirement PlanPerigee Capital Partners LLC…$2MCitizens Bancorp of Hickman, Inc. Employee Stock Ownership PlanCitizens Bancorp of Hickman,…$2M
End-of-year total assets ($M) among Citadel Care Centers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$72K
Employer EIN811619316
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Consulting Group, LLC)

Sponsor-wide plan assets over time

All Citadel Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.63858905111184% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.53M $3.37M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 4,942 $4M
2023 4 5,274 $9M
2024 2 2,013 $3M

Nearby 401(k) Plans in New York

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

Citadel Care Centers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Citadel Care Centers 401(k) Plan, Total assets ($B): 0.002338103 · Participants: 3284Citadel Care Centers 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Citadel Care Centers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citadel Care Centers 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Kubota Manufacturing of America Corporation 401(k) Plan & Trust in GA (3,284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,284 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Citadel Care Centers 401(k) Plan assets move in 2023? ▼
Citadel Care Centers 401(k) Plan edged up modestly - up 3.2% during 2023, from $2M to $2M. Reported net income was $72K.
How have Citadel Consulting Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Consulting Group, LLC's sponsor-wide assets declined 4.6%, from $4M to $3M.
Which 401(k) plans are similar in size to Citadel Care Centers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephen Pezzullo Cpa PC 401(k) Profit Sharing Plan in CA ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Citadel Care Centers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kubota Manufacturing of America Corporation 401(k) Plan & Trust in GA (3,284 participants, $132M in assets).

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 811619316.

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.