401(k) · DOL Form 5500 · 2024

Citadel Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
596
Participants Below avg headcount
24th
Percentile by assets National rank
$1,787
Avg per participant Low balance/head
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Official DOL plan name: Plaza Union 401(k) Plan · Sponsored by Citadel Consulting Group, LLC · New York · Healthcare & Social Assistance

$1M in assets, 596 participants

Citadel Consulting Group, LLC's Plaza Union 401(k) Plan reported $1M in total assets and 596 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,318 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Plaza Union 401(k) Plan holds $1M for 596 participants - about $1,787 per participant, among the smaller plans by assets on file.

#3,318
in Healthcare & Social Assistance (16,916 peers)
-3.1%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plaza Union 401(k) Plan among the smaller filed plans by assets

Plaza Union 401(k) Plan vs every filed plan by assets

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

$1,065,150 24th percentile higher than 24% 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

Plaza Union 401(k) 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. Plaza Union 401(k) Plan sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plaza Union 401(k) Plan reported net income rose from -$166K in the plan year 2023 filing to -$34K in the plan year 2024 filing.
  • Plaza Union 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Plaza Union 401(k) Plan reported participants fell from 605 in the plan year 2023 filing to 596 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811619316 · Citadel Consulting Group, LLC PY 2024 · 401(k)

Plaza Union 401(k) Plan · $1M · 596 · 24th

  • RANK $1M
  • PHOTO 596
  • IND 24th
  • EOY 401(k)
  • 5500 near I.M. Enterprising Dba Solano Property Management 401(k) Profit Sharing Plan
  • ASSETS ind #3318

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Plaza Union 401(k) Plan in the asset neighbourhood

Plaza Union 401(k) Plan$1MI.M. Enterprising Dba Solano Property Management 401(k) Profit Sharing PlanI.M. Enterprising Dba Solano…$1MJohn Protopappas 401(k) Profit Sharing PlanJohn Protopappas 401(k) Prof…$1MDavid B. Domek, M.D. 401(k) PlanDavid B. Domek, M.D. 401(k) …$1MIdaho Falls Surgical Specialists, PLLC 401(k) PlanIdaho Falls Surgical Special…$1M
End-of-year total assets ($M) among Plaza Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$34K
Employer EIN811619316
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Consulting Group, LLC)

Sponsor-wide plan assets over time

All Citadel Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.63858905111184% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.53M $3.37M ▼ -4.5%
Year Plans Participants Total Assets
2022 2 4,942 $4M
2023 4 5,274 $9M
2024 2 2,013 $3M

Nearby 401(k) Plans in New York

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

Plaza Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Plaza Union 401(k) Plan, Total assets ($B): 0.00106515 · Participants: 596Plaza Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Plaza Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Plaza Union 401(k) Plan side-by-side with 3 peers →

Plaza Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is I.M. Enterprising Dba Solano Property Management 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Orthonebraska 401(k) Plan in NE (596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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 Plaza Union 401(k) Plan assets move in 2024? ▼
Plaza Union 401(k) Plan edged down modestly - down 3.1% during 2024, from $1M to $1M. Reported net income was -$34K.
How have Citadel Consulting Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Consulting Group, LLC's sponsor-wide assets declined 4.6%, from $4M to $3M.
Where does Plaza Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Plaza Union 401(k) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Plaza Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I.M. Enterprising Dba Solano Property Management 401(k) Profit Sharing Plan in CA ($1M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Plaza Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthonebraska 401(k) Plan in NE (596 participants, $98M 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 811619316.

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.