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
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.
Where The Citigroup Pension Plan sits by total assets
The Citigroup Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,993,084,827 Top 1% higher than 100% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
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 EIN | 521568099 |
| Plan Effective Date | 1959-07-01 |
| 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 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
- Rtx Consolidated Pension Plan $41.6B · 36,180
- Eversource Pension Plan $5.8B · 3,428
- Retirement Plan for Employees of Aetna Inc. $5.2B · 9,682
- The Hartford Retirement Plan for U.S. Employees $3.4B · 7,034
- Frontier Communications Pension Plan $2.9B · 15,141
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:
- Citi Retirement Savings Plan (401(k), $23.2B, 78,741 participants)
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.
- Pfizer Consolidated Pension Plan (NY) $10.0B · 8,876
- Merck US Pension Plan (NJ) $10.1B · 26,843
- Chevron Retirement Plan (TX) $9.7B · 21,297
- Fca US LLC UAW Pension Agreement (MI) $10.3B · 12,752
Frequently Asked Questions
How did The Citigroup Pension Plan assets move in 2024? ▼
How have Citigroup Inc. plan assets changed over time? ▼
Where does The Citigroup Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Citigroup Pension Plan? ▼
Next read for The Citigroup Pension Plan
Filing takeaways
Ways to act on The Citigroup Pension Plan's numbers.
- By total assets, The Citigroup Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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