401(k) · DOL Form 5500 · 2024

Citco Technology Management, Inc. 401(k) Plan

Data updated 2026-08-25

$271M
Total assets Near avg plan size
882
Participants Near avg headcount
95th
Percentile by assets National rank
$307,427
Avg per participant High balance/head
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Official DOL plan name: Citco Technology Management, Inc. 401(k) Retirement Plan · Sponsored by Citco Technology Management, Inc. · Florida · Finance & Insurance

$271M in assets, 882 participants

Citco Technology Management, Inc.'s Citco Technology Management, Inc. 401(k) Retirement Plan reported $271M in total assets and 882 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,909 in Finance & Insurance (8,549 peers)

Where Citco Technology Management, Inc. 401(k) Retirement Plan sits by assets

Citco Technology Management, Inc. 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $271M for 882 participants (~$307,427/participant), up 17.1% in 2024.

#7,909
in Finance & Insurance (8,549 peers)
+17.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Citco Technology Management, Inc. 401(k) Retirement Plan's outsized position by total assets

Citco Technology Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$271,150,997 Top 5% higher than 95% 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

Citco Technology Management, Inc. 401(k) Retirement 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. Citco Technology Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (882 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citco Technology Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $232M in the plan year 2023 filing to $271M in the plan year 2024 filing.
  • Citco Technology Management, Inc. 401(k) Retirement Plan reported participants rose from 815 in the plan year 2023 filing to 882 in the plan year 2024 filing.
  • Citco Technology Management, Inc. 401(k) Retirement Plan reported net income rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650307157 · Citco Technology Management, Inc. PY 2024 · 401(k)

Citco Technology Management, Inc. 401(k) Retirement Plan · $271M · 882 · 95th

  • ASSETS $271M
  • PCT 882
  • EIN 95th
  • RANK 401(k)
  • PHOTO near Axcelis Technologies, Inc. Long-Term Investment Plan
  • IND ind #7909

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 Florida →

Citco Technology Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Valiant Integrated Services 401(k) PlanValiant Integrated Services …$271MOrbia 401(k) Plan$271MAxcelis Technologies, Inc. Long-Term Investment PlanAxcelis Technologies, Inc. L…$271MCitco Technology Management, Inc. 401(k) Retirement PlanCitco Technology Management,…$271MRiverbed Technology LLC 401(k) PlanRiverbed Technology LLC 401(…$271M
End-of-year total assets ($M) among Citco Technology Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$232M
Net Assets (End of Year)$271M
Net Income$40M
Employer EIN650307157
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citco Technology Management, Inc.)

Sponsor-wide plan assets over time

All Citco Technology Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$271M 39.22759852094263% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $195M $271M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 780 $195M
2023 1 815 $232M
2024 1 882 $271M

Nearby 401(k) Plans in Florida

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

Citco Technology Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Citco Technology Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.271150997 · Participants: 882Citco Technology Management, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Citco Technology Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citco Technology Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Citco Technology Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Axcelis Technologies, Inc. Long-Term Investment Plan in MA ($271M); by covered participants it is Eqt Corporation Employee Savings Plan in PA (882 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($271M here).

Similar participant headcount

Nearest other-state filings by covered participants (882 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 Citco Technology Management, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Citco Technology Management, Inc. 401(k) Retirement Plan grew sharply - up 17.1% during 2024, from $232M to $271M. Reported net income was $40M.
How have Citco Technology Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citco Technology Management, Inc.'s sponsor-wide assets grew 39.2%, from $195M to $271M.
Where does Citco Technology Management, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Citco Technology Management, Inc. 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Citco Technology Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axcelis Technologies, Inc. Long-Term Investment Plan in MA ($271M, 1,131 participants).
Which 401(k) plans cover a similar participant headcount to Citco Technology Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eqt Corporation Employee Savings Plan in PA (882 participants, $457M 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 650307157.

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.