401(k) · DOL Form 5500 · 2024

Cloud Software Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
1,953
Participants Near avg headcount
99th
Percentile by assets National rank
$821,732
Avg per participant High balance/head
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Official DOL plan name: Citrix Systems, Inc. 401(k) Plan · Sponsored by Cloud Software Group, Inc. · Florida · Professional & Technical Services

$1.6B in assets, 1,953 participants

Cloud Software Group, Inc.'s Citrix Systems, Inc. 401(k) Plan reported $1.6B in total assets and 1,953 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,047 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Citrix Systems, Inc. 401(k) Plan covers 1,953 participants in Florida, 3.1x the typical Florida plan (state average ~628 per filing). Assets: $1.6B.

#20,047
in Professional & Technical Services (20,173 peers)
+67.2%
assets growth YoY
16×
vs typical plan assets (national mean)

Citrix Systems, Inc. 401(k) Plan's outsized position by total assets

Citrix Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$1,604,843,511 Top 1% higher than 99% 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

Citrix Systems, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrix Systems, Inc. 401(k) Plan lands in the large band (1,953 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citrix Systems, Inc. 401(k) Plan end-of-year assets rose from $960M in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
  • Citrix Systems, Inc. 401(k) Plan reported net income fell from $132M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Citrix Systems, Inc. 401(k) Plan reported participants fell from 2,821 in the plan year 2023 filing to 1,953 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770449727 · Cloud Software Group, Inc. PY 2024 · 401(k)

Citrix Systems, Inc. 401(k) Plan · $1.6B · 1,953 · 99th

  • PCT $1.6B
  • PCT 1,953
  • PCT 99th
  • PCT 401(k)
  • PCT near Volkswagen Group of America, Inc. Defined Contribution and Savings Plan
  • PCT ind #20047

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 Professional & Technical Services retirement plans → · Plans in Florida →

Citrix Systems, Inc. 401(k) Plan in the asset neighbourhood

Microchip Technology Incorporated Savings PlanMicrochip Technology Incorpo…$1.6BConstellation Software (U.S.a.) Inc. Retirement Savings PlanConstellation Software (U.S.…$1.6BCitrix Systems, Inc. 401(k) PlanCitrix Systems, Inc. 401(k) …$1.6BVolkswagen Group of America, Inc. Defined Contribution and Savings PlanVolkswagen Group of America,…$1.6BBeth Israel Lahey Health 401(k) Retirement Savings PlanBeth Israel Lahey Health 401…$1.6B
End-of-year total assets ($B) among Citrix Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$960M
Net Assets (End of Year)$1.6B
Net Income$80M
Employer EIN770449727
Plan Effective Date1992-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cloud Software Group, Inc.)

Sponsor-wide plan assets over time

All Cloud Software Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 93.94717982584034% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.83B $1.6B ▲ +92.8%
Year Plans Participants Total Assets
2022 1 4,139 $827M
2023 1 2,821 $960M
2024 2 3,009 $1.6B

Nearby 401(k) Plans in Florida

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

Citrix Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Citrix Systems, Inc. 401(k) Plan, Total assets ($B): 1.604843511 · Participants: 1953Citrix Systems, Inc. 401(k) 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
Citrix Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Citrix Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Citrix Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Volkswagen Group of America, Inc. Defined Contribution and Savings Plan in VA ($1.6B); by covered participants it is Populus Financial Group, Inc. 401(k) Profit Sharing Plan in TX (1,953 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,953 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 Citrix Systems, Inc. 401(k) Plan assets move in 2024? ▼
Citrix Systems, Inc. 401(k) Plan surged - up 67.2% during 2024, from $960M to $1.6B. Reported net income was $80M.
How have Cloud Software Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cloud Software Group, Inc.'s sponsor-wide assets grew 93.9%, from $827M to $1.6B.
Where does Citrix Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Citrix Systems, Inc. 401(k) Plan ranks in the 99th 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 401(k) plans are similar in size to Citrix Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Volkswagen Group of America, Inc. Defined Contribution and Savings Plan in VA ($1.6B, 9,077 participants).
Which 401(k) plans cover a similar participant headcount to Citrix Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Populus Financial Group, Inc. 401(k) Profit Sharing Plan in TX (1,953 participants, $47M 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 770449727.

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.