401(k) · DOL Form 5500 · 2024

Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
108
Participants Small participant base
84th
Percentile by assets National rank
$464,322
Avg per participant High balance/head
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Official DOL plan name: Citi Retirement Savings Plan for Puerto Rico · Sponsored by Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. · Connecticut · Finance & Insurance

$50M in assets, 108 participants

Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.'s Citi Retirement Savings Plan for Puerto Rico reported $50M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,452 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Citi Retirement Savings Plan for Puerto Rico covers 108 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $50M.

#6,452
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Citi Retirement Savings Plan for Puerto Rico's outsized position by total assets

Citi Retirement Savings Plan for Puerto Rico vs every filed plan by assets

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

$50,146,772 Top 16% higher than 84% 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

Citi Retirement Savings Plan for Puerto Rico 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. Citi Retirement Savings Plan for Puerto Rico sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citi Retirement Savings Plan for Puerto Rico reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Citi Retirement Savings Plan for Puerto Rico reported participants fell from 113 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Citi Retirement Savings Plan for Puerto Rico end-of-year assets rose from $49M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660177415 · Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. PY 2024 · 401(k)

Citi Retirement Savings Plan for Puerto Rico · $50M · 108 · 84th

  • SCH $50M
  • EBSA 108
  • PART 84th
  • TYPE 401(k)
  • NET near Ag Leader Technology, Inc. 401(k) Plan
  • BOOK ind #6452

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 Connecticut →

Citi Retirement Savings Plan for Puerto Rico in the asset neighbourhood

Citi Retirement Savings Plan for Puerto RicoCiti Retirement Savings Plan…$50MAg Leader Technology, Inc. 401(k) PlanAg Leader Technology, Inc. 4…$50MFonar Corporation 401(k) Plan$50MNorth Atlantic Corp. 401(k) Profit Sharing Plan and TrustNorth Atlantic Corp. 401(k) …$50MSimonmed 401(k) Profit Sharing PlanSimonmed 401(k) Profit Shari…$50M
End-of-year total assets ($M) among Citi Retirement Savings Plan for Puerto Rico and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$50M
Net Income$1M
Employer EIN660177415
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.)

Sponsor-wide plan assets over time

All Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 11.50181083704161% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45M $50.2M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 203 $45M
2023 1 113 $49M
2024 1 108 $50M

Nearby 401(k) Plans in Connecticut

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

Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Citi Retirement Savings Plan for Puerto Rico, Total assets ($B): 0.050146772 · Participants: 108Citi Retirement Savings Plan for Puerto RicoRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Citi Retirement Savings Plan for Puerto Rico vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Citi Retirement Savings Plan for Puerto Rico side-by-side with 3 peers →

Citi Retirement Savings Plan for Puerto Rico's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ag Leader Technology, Inc. 401(k) Plan in IA ($50M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Citi Retirement Savings Plan for Puerto Rico assets move in 2024? ▼
Citi Retirement Savings Plan for Puerto Rico edged up modestly - up 2.1% during 2024, from $49M to $50M. Reported net income was $1M.
How have Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citibank, N.a. Puerto Rico, a Subsidiary of Citigroup Inc.'s sponsor-wide assets grew 11.5%, from $45M to $50M.
Where does Citi Retirement Savings Plan for Puerto Rico rank by assets among Form 5500 filers? ▼
Citi Retirement Savings Plan for Puerto Rico ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by assets is Ag Leader Technology, Inc. 401(k) Plan in IA ($50M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Citi Retirement Savings Plan for Puerto Rico? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 660177415.

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.