401(k) · DOL Form 5500 · 2024

Citizens Trust Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
112
Participants Small participant base
56th
Percentile by assets National rank
$92,367
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens Trust Bank 401(k) Retirement Plan · Sponsored by Citizens Trust Bank · Georgia · Finance & Insurance

$10M in assets, 112 participants

Citizens Trust Bank's Citizens Trust Bank 401(k) Retirement Plan reported $10M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,445 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Citizens Trust Bank 401(k) Retirement Plan covers 112 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#3,445
in Finance & Insurance (8,549 peers)
+15.4%
assets growth YoY

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

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

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

$10,345,131 Top 44% higher than 56% 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 Trust Bank 401(k) 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. Citizens Trust Bank 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Trust Bank 401(k) Retirement Plan reported net income rose from $869K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Citizens Trust Bank 401(k) Retirement Plan reported participants rose from 84 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Citizens Trust Bank 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580193315 · Citizens Trust Bank PY 2024 · 401(k)

Citizens Trust Bank 401(k) Retirement Plan · $10M · 112 · 56th

  • BOOK $10M
  • VS-ST 112
  • BOY 56th
  • SCH 401(k)
  • EBSA near Macarthur Medical Center, PLLC 401(k) Plan
  • PART ind #3445

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 Georgia →

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

Citizens Trust Bank 401(k) Retirement PlanCitizens Trust Bank 401(k) R…$10MThe Sandenvendo America, Inc. Employees Retirement Plan and TrustThe Sandenvendo America, Inc…$10MMacarthur Medical Center, PLLC 401(k) PlanMacarthur Medical Center, PL…$10MMartinfederal Consulting, LLC. 401(k) Profit Sharing PlanMartinfederal Consulting, LL…$10MGrand Openings, Inc. Employees 401(k) Profit Sharing PlanGrand Openings, Inc. Employe…$10M
End-of-year total assets ($M) among Citizens Trust Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN580193315
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Trust Bank)

Sponsor-wide plan assets over time

All Citizens Trust Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 27.76285686233464% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.1M $10.4M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 90 $8M
2023 1 84 $9M
2024 1 112 $10M

Nearby 401(k) Plans in Georgia

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

Citizens Trust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Citizens Trust Bank 401(k) Retirement Plan, Total assets ($B): 0.010345131 · Participants: 112Citizens Trust Bank 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Citizens Trust Bank 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Citizens Trust Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Macarthur Medical Center, PLLC 401(k) Plan in TX ($10M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Trust Bank 401(k) Retirement Plan assets move in 2024? ▼
Citizens Trust Bank 401(k) Retirement Plan grew sharply - up 15.4% during 2024, from $9M to $10M. Reported net income was $1M.
How have Citizens Trust Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Trust Bank's sponsor-wide assets grew 27.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Citizens Trust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macarthur Medical Center, PLLC 401(k) Plan in TX ($10M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Trust Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 580193315.

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.