401(k) · DOL Form 5500 · 2024

Citizens Bank 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
84
Participants Small participant base
66th
Percentile by assets National rank
$195,016
Avg per participant Above avg balance/head
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Official DOL plan name: Citizens Bank 401(k) Retirement Plan · Sponsored by Citizens Bank · New Mexico · Finance & Insurance

$16M in assets, 84 participants

Citizens Bank's Citizens Bank 401(k) Retirement Plan reported $16M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,322 in Finance & Insurance (8,549 peers)

Citizens Bank multi-year trail

Citizens Bank's plans moved +14.5% in assets from 2022 to 2024; this filing shows Citizens Bank 401(k) Retirement Plan at $16M / 84 participants.

#4,322
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY

Citizens Bank 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank 401(k) Retirement Plan vs every filed plan by assets

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

$16,381,314 Top 34% higher than 66% 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 Bank 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizens Bank 401(k) Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Bank 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Citizens Bank 401(k) Retirement Plan reported participants fell from 89 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850021005 · Citizens Bank PY 2024 · 401(k)

Citizens Bank 401(k) Retirement Plan · $16M · 84 · 66th

  • BOY $16M
  • SCH 84
  • EBSA 66th
  • PART 401(k)
  • TYPE near Law Family Companies 401(k) Plan
  • NET ind #4322

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 New Mexico →

Citizens Bank 401(k) Retirement Plan in the asset neighbourhood

Citizens Bank 401(k) Retirement PlanCitizens Bank 401(k) Retirem…$16MLaw Family Companies 401(k) PlanLaw Family Companies 401(k) …$16MClementina-Clemco Group 401(k) PlanClementina-Clemco Group 401(…$16MAltman, Greenfield & Selvaggi Partners, LLC 401(k) PlanAltman, Greenfield & Selvagg…$16MSaint Vincent Catholic Medical Centers 401(k) Savings PlanSaint Vincent Catholic Medic…$16M
End-of-year total assets ($M) among Citizens Bank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Citizens Bank multi-year asset trail

Sponsor-wide plan assets over time

All Citizens Bank plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.525386824813575% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.2M $40.3M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 196 $35M
2023 2 190 $36M
2024 2 174 $40M

Citizens Bank filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN850021005
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Citizens Bank 401(k) Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Citizens Bank 401(k) Retirement Plan, Total assets ($B): 0.016381314 · Participants: 84Citizens Bank 401(k) Retirement PlanNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Citizens Bank 401(k) Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Citizens Bank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Law Family Companies 401(k) Plan in NH ($16M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Bank 401(k) Retirement Plan assets move in 2024? ▼
Citizens Bank 401(k) Retirement Plan grew at a solid clip - up 13.3% during 2024, from $14M to $16M. Reported net income was $2M.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 14.5%, from $35M to $40M.
Which 401(k) plans are similar in size to Citizens Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Family Companies 401(k) Plan in NH ($16M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Citizens Bank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 850021005.

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.