401(k) · DOL Form 5500 · 2024
Citigroup Inc. 401(k) Plan
Data updated 2026-08-11
- $23.2B
- Total assets
- 78,741
- Participants
- 100th
- Percentile by assets
- $295,158
- Avg per participant
Official DOL plan name: Citi Retirement Savings Plan · Sponsored by Citigroup Inc. · Connecticut · Finance & Insurance
$23.2B in assets, 78,741 participants
Citigroup Inc.'s Citi Retirement Savings Plan reported $23.2B in total assets and 78,741 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 123,622 plans)
- #8,545 in Finance & Insurance (8,549 peers)
Coverage in Connecticut
Citi Retirement Savings Plan covers 78,741 participants in Connecticut, 110x the typical Connecticut plan (state average ~718 per filing). Assets: $23.2B.
- $23.2B
- total plan assets (2024 EOY)
- 78,741
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $295,158
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citi Retirement Savings Plan reported net income fell from $3.2B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
- Citi Retirement Savings Plan end-of-year assets rose from $20.7B in the plan year 2023 filing to $23.2B in the plan year 2024 filing.
- Citi Retirement Savings Plan reported participants rose from 77,865 in the plan year 2023 filing to 78,741 in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Citi Retirement Savings Plan reports 78,741 participants - 110x that state average ($23.2B EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $20.7B |
|---|---|
| Net Assets (End of Year) | $23.2B |
| Net Income | $2.6B |
| Employer EIN | 521568099 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citigroup Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 88,554 | $27.9B |
| 2023 | 2 | 95,148 | $31.3B |
| 2024 | 2 | 94,647 | $33.2B |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Citi Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan $3.1B · 8,641
Scale composition for Citi Retirement Savings Plan
Citi Retirement Savings Plan reports $23.2B in end-of-year assets across 78,741 participants (0.19% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.084% of 93,925,755 covered participants) - about $295,158 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $2.6B.
This plan identity (EIN 521568099, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $17.4B to $23.2B (+33.3%) while covered participants moved from 70,070 to 78,741 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 70,070 | $17.4B | Open filing |
| 2023 | 77,865 | $20.7B | Open filing |
| 2024 · index core | 78,741 | $23.2B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Citigroup Pension Plan (Defined Benefit (Pension), $10.0B, 15,906 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Citi Retirement Savings Plan by total assets, not by location.
- General Motors Retirement Savings Plan for Salaried Employees in the United States (MI) $23.1B · 43,053
- Johnson and Johnson Savings Plan (NJ) $23.6B · 42,583
- Exxonmobil Savings Plan (TX) $23.7B · 21,990
- Cisco Systems,Inc. 401(k) Plan (CA) $22.7B · 40,452
Frequently Asked Questions
How did Citi Retirement Savings Plan assets move in 2024? ▼
How have Citigroup Inc. plan assets changed over time? ▼
Where does Citi Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Citi Retirement Savings Plan? ▼
Next read for Citi Retirement Savings Plan
Filing takeaways
Ways to act on Citi Retirement Savings Plan's numbers.
- By total assets, Citi Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Citigroup Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Finance & Insurance plans