401(k) · DOL Form 5500 · 2024

Citizens Bank & Trust 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
208
Participants Below avg headcount
65th
Percentile by assets National rank
$72,743
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens Bank and Trust 401(k) Plan · Sponsored by Citizens Bank & Trust · Florida · Finance & Insurance

$15M in assets, 208 participants

Citizens Bank & Trust's Citizens Bank and Trust 401(k) Plan reported $15M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,154 in Finance & Insurance (8,549 peers)

Coverage in Florida

Citizens Bank and Trust 401(k) Plan covers 208 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#4,154
in Finance & Insurance (8,549 peers)
+15.6%
assets growth YoY

Citizens Bank and Trust 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank and Trust 401(k) Plan vs every filed plan by assets

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

$15,130,468 Top 35% higher than 65% 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

Citizens Bank and Trust 401(k) 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. Citizens Bank and Trust 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Bank and Trust 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Citizens Bank and Trust 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Citizens Bank and Trust 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590193780 · Citizens Bank & Trust PY 2024 · 401(k)

Citizens Bank and Trust 401(k) Plan · $15M · 208 · 65th

  • PCT $15M
  • PCT 208
  • PCT 65th
  • PCT 401(k)
  • PCT near Design Ready Controls, Inc. 401(k) Plan
  • PCT ind #4154

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 →

Citizens Bank and Trust 401(k) Plan in the asset neighbourhood

Citizens Bank and Trust 401(k) PlanCitizens Bank and Trust 401(…$15MDesign Ready Controls, Inc. 401(k) PlanDesign Ready Controls, Inc. …$15MGranite Federal Credit Union 401(k) Plan and TrustGranite Federal Credit Union…$15MDnt Construction 401(k) Retirement PlanDnt Construction 401(k) Reti…$15MJenkins Services, Inc. 401(k) PlanJenkins Services, Inc. 401(k…$15M
End-of-year total assets ($M) among Citizens Bank and Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN590193780
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Bank & Trust)

Sponsor-wide plan assets over time

All Citizens Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$15M 48.242741008738605% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.1M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 162 $10M
2023 1 198 $13M
2024 1 208 $15M

Nearby 401(k) Plans in Florida

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

Citizens Bank and Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citizens Bank and Trust 401(k) Plan, Total assets ($B): 0.015130468 · Participants: 208Citizens Bank and Trust 401(k) 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
Citizens Bank and Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citizens Bank and Trust 401(k) Plan side-by-side with 3 peers →

Citizens Bank and Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Design Ready Controls, Inc. 401(k) Plan in MN ($15M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Citizens Bank and Trust 401(k) Plan assets move in 2024? ▼
Citizens Bank and Trust 401(k) Plan grew sharply - up 15.6% during 2024, from $13M to $15M. Reported net income was $2M.
How have Citizens Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank & Trust's sponsor-wide assets grew 48.2%, from $10M to $15M.
Which 401(k) plans are similar in size to Citizens Bank and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Design Ready Controls, Inc. 401(k) Plan in MN ($15M, 532 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 590193780.

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.