Other · DOL Form 5500 · 2024
Citizens for Citizens, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $47,859
- Avg per participant Low balance/head
Official DOL plan name: Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · Sponsored by Citizens for Citizens, Inc. · Massachusetts · Other Services
$11M in assets, 240 participants
Citizens for Citizens, Inc.'s Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported $11M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,902 in Other Services (7,719 peers)
Coverage in Massachusetts
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan covers 240 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.
- #5,902
- in Other Services (7,719 peers)
- +5.3%
- assets growth YoY
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,486,196 Top 41% higher than 59% 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
Citizens for Citizens, Inc. Tax Sheltered Annuity 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 for Citizens, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported net income fell from $925K in the plan year 2023 filing to $577K in the plan year 2024 filing.
- Citizens for Citizens, Inc. Tax Sheltered Annuity Plan reported participants rose from 218 in the plan year 2023 filing to 240 in the plan year 2024 filing.
- Citizens for Citizens, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 046134724 · Citizens for Citizens, Inc. PY 2024 · Other
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan · $11M · 240 · 59th
- VS-ST $11M
- BOY 240
- SCH 59th
- EBSA Other
- PART near Boone Memorial Hospital 403(b) Plan
- TYPE ind #5902
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 Other Services retirement plans → · Plans in Massachusetts →
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $577K |
| Employer EIN | 046134724 |
| Plan Effective Date | 1978-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens for Citizens, Inc.)
Sponsor-wide plan assets over time
All Citizens for Citizens, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 15.043037741404971% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $10M |
| 2023 | 1 | 218 | $11M |
| 2024 | 1 | 240 | $11M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Citizens for Citizens, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Boone Memorial Hospital 403(b) Plan in WV ($11M); by covered participants it is Emergycare 403(b) Plan in PA (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 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.