Defined Benefit (Pension) · DOL Form 5500 · 2024

Citizens Bank Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
88
Participants Small participant base
43rd
Percentile by assets National rank
$61,725
Avg per participant Low balance/head
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Official DOL plan name: Citizens Bank Employees' Retirement Plan · Sponsored by Citizens Bank · Mississippi · Finance & Insurance

$5M in assets, 88 participants

Citizens Bank's Citizens Bank Employees' Retirement Plan reported $5M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,515 in Finance & Insurance (8,549 peers)

Citizens Bank multi-year trail

Citizens Bank's plans moved +28.2% in assets from 2022 to 2024; this filing shows Citizens Bank Employees' Retirement Plan at $5M / 88 participants.

#2,515
in Finance & Insurance (8,549 peers)
+12.5%
assets growth YoY

Citizens Bank Employees' Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Citizens Bank Employees' Retirement Plan vs every filed plan by assets

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

$5,431,832 43rd percentile higher than 43% 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 Employees' 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 Employees' Retirement Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Citizens Bank Employees' Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Citizens Bank Employees' Retirement Plan reported participants fell from 95 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 640750822 · Citizens Bank PY 2024 · Defined Benefit (Pension)

Citizens Bank Employees' Retirement Plan · $5M · 88 · 43rd

  • PCT $5M
  • PCT 88
  • PCT 43rd
  • PCT Defined Benefit (Pension)
  • PCT near Portland Hospital Service Corporation Employees' Retirement Plan
  • PCT ind #2515

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 Mississippi →

Citizens Bank Employees' Retirement Plan in the asset neighbourhood

Citizens Bank Employees' Retirement PlanCitizens Bank Employees' Ret…$5MPortland Hospital Service Corporation Employees' Retirement PlanPortland Hospital Service Co…$5MUsasia International, Inc. Pension PlanUsasia International, Inc. P…$5MButler Brothers Pension Plan for Hourly Wage EmployeesButler Brothers Pension Plan…$5MPaulo Products Company Employees' Pension PlanPaulo Products Company Emplo…$5M
End-of-year total assets ($M) among Citizens Bank Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) 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
$22M 28.22806321586362% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.5M $22.4M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 220 $17M
2023 2 220 $20M
2024 2 211 $22M

Citizens Bank filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$606K
Employer EIN640750822
Plan Effective Date1954-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Mississippi

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600800 Total assets ($M) Participants Citizens Bank Employees' Retirement Plan, Total assets ($M): 5.431832 · Participants: 88Citizens Bank Employees' Retirement PlanHancock Whitney Corporation Pension Plan, Total assets ($M): 734.511636 · Participants: 1627Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 445.642648 · Participants: 1529Sfb Casualty Ins Co Retirement PlanCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.427361 · Participants: 5242Cadence Retirement Plan and Trust AgreementSouthern Farm Bureau Life Insurance Company Retirement Plan, Total assets ($M): 222.334772 · Participants: 628Southern Farm Bureau Life Insurance Company Retirement PlanPension Plan for Employees of Central Service Association, Total assets ($M): 186.863041 · Participants: 473Pension Plan for Employees of Central Service Association
Citizens Bank Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Citizens Bank Employees' Retirement Plan side-by-side with 3 peers →

Citizens Bank Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Portland Hospital Service Corporation Employees' Retirement Plan in OR ($5M); by covered participants it is Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants). Same-state nearby plans are listed separately above.

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 Employees' Retirement Plan assets move in 2024? ▼
Citizens Bank Employees' Retirement Plan grew at a solid clip - up 12.5% during 2024, from $5M to $5M. Reported net income was $606K.
How have Citizens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Bank's sponsor-wide assets grew 28.2%, from $17M to $22M.
Which Defined Benefit (Pension) plans are similar in size to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Portland Hospital Service Corporation Employees' Retirement Plan in OR ($5M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Citizens Bank Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Textron Automotive Functional Components Cwc Division, a Division of Textron Inc. Hourly-Rated Employees' Pension Plan in RI (88 participants, $113M 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 640750822.

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.