Other · DOL Form 5500 · 2024

Citizen Schools, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
258
Participants Below avg headcount
45th
Percentile by assets National rank
$23,076
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citizen Schools, Inc. 403(b) Retirement Plan · Sponsored by Citizen Schools, Inc. · Massachusetts · Educational Services

$6M in assets, 258 participants

Citizen Schools, Inc.'s Citizen Schools, Inc. 403(b) Retirement Plan reported $6M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,069 in Educational Services (3,638 peers)

Coverage in Massachusetts

Citizen Schools, Inc. 403(b) Retirement Plan covers 258 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#1,069
in Educational Services (3,638 peers)
+13.5%
assets growth YoY

Citizen Schools, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Citizen Schools, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,953,545 45th percentile higher than 45% 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

Citizen Schools, Inc. 403(b) 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. Citizen Schools, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizen Schools, Inc. 403(b) Retirement Plan reported net income rose from $514K in the plan year 2023 filing to $706K in the plan year 2024 filing.
  • Citizen Schools, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Citizen Schools, Inc. 403(b) Retirement Plan reported participants rose from 244 in the plan year 2023 filing to 258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043259160 · Citizen Schools, Inc. PY 2024 · Other

Citizen Schools, Inc. 403(b) Retirement Plan · $6M · 258 · 45th

  • VS-ST $6M
  • VS-ST 258
  • VS-ST 45th
  • VS-ST Other
  • VS-ST near Alternative Family Services Tax Sheltered Annuity Plan
  • VS-ST ind #1069

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 Educational Services retirement plans → · Plans in Massachusetts →

Citizen Schools, Inc. 403(b) Retirement Plan in the asset neighbourhood

Wesley Willows Retirement PlanWesley Willows Retirement Pl…$6M403(b) Thrift Plan of Laurel View Village403(b) Thrift Plan of Laurel…$6MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$6MAlternative Family Services Tax Sheltered Annuity PlanAlternative Family Services …$6MArc/Barc 403(b) Tax Deferred Annuity PlanArc/Barc 403(b) Tax Deferred…$6M
End-of-year total assets ($M) among Citizen Schools, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$706K
Employer EIN043259160
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Schools, Inc.)

Sponsor-wide plan assets over time

All Citizen Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.767171836985348% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.73M $5.95M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 262 $5M
2023 1 244 $5M
2024 1 258 $6M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Citizen Schools, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005953545 · Participants: 258Citizen Schools, Inc. 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Citizen Schools, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Citizen Schools, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Citizen Schools, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Alternative Family Services Tax Sheltered Annuity Plan in CA ($6M); by covered participants it is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Citizen Schools, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Citizen Schools, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.5% during 2024, from $5M to $6M. Reported net income was $706K.
How have Citizen Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizen Schools, Inc.'s sponsor-wide assets grew 25.8%, from $5M to $6M.
Which Other plans are similar in size to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Alternative Family Services Tax Sheltered Annuity Plan in CA ($6M, 124 participants).
Which Other plans cover a similar participant headcount to Citizen Schools, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants, $30M 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 043259160.

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.