Defined Benefit (Pension) · DOL Form 5500 · 2024

Citigroup Inc. Pension Plan

Data updated 2026-08-11

$10.0B
Total assets
15,906
Participants
100th
Percentile by assets
$628,259
Avg per participant
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Official DOL plan name: The Citigroup Pension Plan · Sponsored by Citigroup Inc. · Connecticut · Finance & Insurance

$10.0B in assets, 15,906 participants

Citigroup Inc.'s The Citigroup Pension Plan reported $10.0B in total assets and 15,906 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)
  • #8,526 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

The Citigroup Pension Plan covers 15,906 participants in Connecticut, 22x the typical Connecticut plan (state average ~718 per filing). Assets: $10.0B.

$10.0B
total plan assets (2024 EOY)
15,906
covered participants
100th
percentile by assets (of 123,622 plans)
$628,259
avg assets per participant

The plan reported a net loss of $483M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Citigroup Pension Plan reported net income fell from -$25M in the plan year 2023 filing to -$483M in the plan year 2024 filing.
  • The Citigroup Pension Plan reported participants fell from 17,283 in the plan year 2023 filing to 15,906 in the plan year 2024 filing.
  • The Citigroup Pension Plan end-of-year assets fell from $10.6B in the plan year 2023 filing to $10.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Connecticut
Industry
Finance & Insurance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Citigroup Pension Plan reports 15,906 participants - 22x that state average ($10.0B EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$10.6B
Net Assets (End of Year)$9.8B
Net Income-$483M
Employer EIN521568099
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citigroup Inc.)

$26B$28B$30B$32B$34B 202220232024 $27.9B $33.2B ▲ +18.9%
Total plan assets by year, all Citigroup Inc. plans on file
Year Plans Participants Total Assets
2022 2 88,554 $27.9B
2023 2 95,148 $31.3B
2024 2 94,647 $33.2B

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Citigroup Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

The Citigroup Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 01020304050 Total assets ($B) Participants The Citigroup Pensio…Rtx Consolidated Pen…Eversource Pension P…Retirement Plan for …The Hartford Retirem…Frontier Communicati…
The Citigroup Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare The Citigroup Pension Plan side-by-side with 3 peers →

Scale composition for The Citigroup Pension Plan

The Citigroup Pension Plan reports $10.0B in end-of-year assets across 15,906 participants (0.081% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $628,259 per participant (4.5x the national average assets-per-participant) . Net income for plan year 2024 was -$483M.

This plan identity (EIN 521568099, plan #020) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $10.5B to $10.0B (-4.8%) while covered participants moved from 18,484 to 15,906 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,484 $10.5B Open filing
2023 17,283 $10.6B Open filing
2024 · index core 15,906 $10.0B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Citigroup Pension Plan by total assets, not by location.

Frequently Asked Questions

How did The Citigroup Pension Plan assets move in 2024? ▼
The Citigroup Pension Plan pulled back noticeably - down 5.8% during 2024, from $10.6B to $10.0B. Reported net income was -$483M.
How have Citigroup Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citigroup Inc.'s sponsor-wide assets grew 18.9%, from $27.9B to $33.2B.
Where does The Citigroup Pension Plan rank by assets among Form 5500 filers? ▼
The Citigroup Pension Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to The Citigroup Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pfizer Consolidated Pension Plan in NY ($10.0B, 8,876 participants).

Next read for The Citigroup Pension Plan

Filing takeaways

Ways to act on The Citigroup Pension Plan's numbers.

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 521568099.

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.