401(k) · DOL Form 5500 · 2024

Citizens National Bank 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
216
Participants Below avg headcount
74th
Percentile by assets National rank
$114,036
Avg per participant Below avg balance/head
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Official DOL plan name: Citizens National Bank 401(k) Profit Sharing Plan · Sponsored by Citizens National Bank · Tennessee · Finance & Insurance

$25M in assets, 216 participants

Citizens National Bank's Citizens National Bank 401(k) Profit Sharing Plan reported $25M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,145 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Citizens National Bank 401(k) Profit Sharing Plan covers 216 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $25M.

#5,145
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY

Citizens National Bank 401(k) Profit Sharing Plan's outsized position by total assets

Citizens National Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,631,738 Top 26% higher than 74% 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

Citizens National Bank 401(k) Profit Sharing 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. Citizens National Bank 401(k) Profit Sharing Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens National Bank 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Citizens National Bank 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Citizens National Bank 401(k) Profit Sharing Plan reported participants rose from 212 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620883220 · Citizens National Bank PY 2024 · 401(k)

Citizens National Bank 401(k) Profit Sharing Plan · $25M · 216 · 74th

  • BOY $25M
  • BOY 216
  • BOY 74th
  • BOY 401(k)
  • BOY near Commonwealth Care of Roanoke, Inc. 401(k) Plan
  • BOY ind #5145

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 Tennessee →

Citizens National Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Citizens National Bank 401(k) Profit Sharing PlanCitizens National Bank 401(k…$25MCommonwealth Care of Roanoke, Inc. 401(k) PlanCommonwealth Care of Roanoke…$25MPoclain Hydraulics, Inc. Savings & Retirement PlanPoclain Hydraulics, Inc. Sav…$25MResource Systems Group, Inc. 401(k) PlanResource Systems Group, Inc.…$25MMdxhealth, Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Citizens National Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN620883220
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens National Bank)

Sponsor-wide plan assets over time

All Citizens National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 28.713245764337085% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.1M $24.6M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 195 $19M
2023 1 212 $22M
2024 1 216 $25M

Nearby 401(k) Plans in Tennessee

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

Citizens National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Citizens National Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.024631738 · Participants: 216Citizens National Bank 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Citizens National Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Citizens National Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Citizens National Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Commonwealth Care of Roanoke, Inc. 401(k) Plan in VA ($25M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Citizens National Bank 401(k) Profit Sharing Plan assets move in 2024? ▼
Citizens National Bank 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $22M to $25M. Reported net income was $3M.
How have Citizens National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens National Bank's sponsor-wide assets grew 28.7%, from $19M to $25M.
Which 401(k) plans are similar in size to Citizens National Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commonwealth Care of Roanoke, Inc. 401(k) Plan in VA ($25M, 1,475 participants).
Which 401(k) plans cover a similar participant headcount to Citizens National Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A 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 620883220.

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.