401(k) · DOL Form 5500 · 2024

Citizens Resources LLC 401(k) Plan

Data updated 2026-08-25

$917K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$229,146
Avg per participant Above avg balance/head
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Official DOL plan name: Citizens Resources LLC Retirement Savings Plan · Sponsored by Citizens Resources LLC · Massachusetts · Management of Enterprises

$917K in assets, 4 participants

Citizens Resources LLC's Citizens Resources LLC Retirement Savings Plan reported $917K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #174 in Management of Enterprises (1,133 peers)

Citizens Resources LLC multi-year trail

Citizens Resources LLC's plans moved -19.4% in assets from 2022 to 2024; this filing shows Citizens Resources LLC Retirement Savings Plan at $917K / 4 participants.

#174
in Management of Enterprises (1,133 peers)
+29.4%
assets growth YoY

Citizens Resources LLC Retirement Savings Plan among the smaller filed plans by assets

Citizens Resources LLC Retirement Savings Plan vs every filed plan by assets

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

$916,585 22nd percentile higher than 22% 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 Resources LLC Retirement Savings Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens Resources LLC Retirement Savings Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Resources LLC Retirement Savings Plan reported net income rose from -$428K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Citizens Resources LLC Retirement Savings Plan end-of-year assets rose from $708K in the plan year 2023 filing to $917K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043334379 · Citizens Resources LLC PY 2024 · 401(k)

Citizens Resources LLC Retirement Savings Plan · $917K · 4 · 22nd

  • IND $917K
  • EOY 4
  • 5500 22nd
  • ASSETS 401(k)
  • PCT near Wllc 401(k)
  • EIN ind #174

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Citizens Resources LLC Retirement Savings Plan in the asset neighbourhood

Citizens Resources LLC Retirement Savings PlanCitizens Resources LLC Retir…$917KWllc 401(k)$917KActivus Connect LLC 401(k) Profit Sharing Plan & TrustActivus Connect LLC 401(k) P…$916KParamount Fuel, Inc. 401(k) Profit Sharing PlanParamount Fuel, Inc. 401(k) …$916KRoxy Ann Veterinary Hospital PC 401(k) Profit Sharing PlanRoxy Ann Veterinary Hospital…$917K
End-of-year total assets ($M) among Citizens Resources LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Citizens Resources LLC multi-year asset trail

Sponsor-wide plan assets over time

All Citizens Resources LLC plans reported in each filing year

Latest sponsor-wide plan assets
$917K 19.36105390123459% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.14M $0.92M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $708K
2024 1 4 $917K

Citizens Resources LLC filing trail (2024)

Total Assets (Beginning of Year)$708K
Net Assets (End of Year)$917K
Net Income$208K
Employer EIN043334379
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Citizens Resources LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Citizens Resources LLC Retirement Savings Plan, Total assets ($B): 0.000916585 · Participants: 4Citizens Resources LLC Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Citizens Resources LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Wllc 401(k) in ME ($917K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Resources LLC Retirement Savings Plan assets move in 2024?
Citizens Resources LLC Retirement Savings Plan grew sharply - up 29.4% during 2024, from $708K to $917K. Reported net income was $208K.
How have Citizens Resources LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Citizens Resources LLC's sponsor-wide assets declined 19.4%, from $1M to $917K.
Where does Citizens Resources LLC Retirement Savings Plan rank by assets among Form 5500 filers?
Citizens Resources LLC Retirement Savings Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Citizens Resources LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Wllc 401(k) in ME ($917K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Resources LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).