401(k) · DOL Form 5500 · 2024

Citrin Cooperman Advisors LLC 401(k) Plan

Data updated 2026-08-25

$370M
Total assets Above avg plan size: 1,949
Participants Near avg headcount: 96th
Percentile by assets National rank: $189,735
Avg per participant Above avg balance/head

Official DOL plan name: Citrin Cooperman Retirement Savings Plan · Sponsored by Citrin Cooperman Advisors LLC · New York · Professional & Technical Services

$370M in assets, 1,949 participants

Citrin Cooperman Advisors LLC's Citrin Cooperman Retirement Savings Plan reported $370M in total assets and 1,949 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

#19,643 in Professional & Technical Services (20,173 peers)

Coverage in New York

Citrin Cooperman Retirement Savings Plan covers 1,949 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $370M.

#19,643
in Professional & Technical Services (20,173 peers): +26.7%
assets growth YoY: 3.7×
vs typical plan assets (national mean)

Citrin Cooperman Retirement Savings Plan's outsized position by total assets

Citrin Cooperman Retirement Savings Plan vs every filed plan by assets

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

$369,794,353 Top 4% higher than 96% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Citrin Cooperman Retirement Savings 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. Citrin Cooperman Retirement Savings Plan lands in the large band (1,949 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 872525370 · Citrin Cooperman Advisors LLC PY 2024 · 401(k)

Citrin Cooperman Retirement Savings Plan · $370M · 1,949 · 96th

BOOK $370M
BOOK 1,949
BOOK 96th
BOOK 401(k)
BOOK near Retirement Savings Plan
BOOK ind #19643

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 New York →

End-of-year total assets ($M) among Citrin Cooperman Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$292M
Net Assets (End of Year)	$370M
Net Income	$78M
Employer EIN	872525370
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Citrin Cooperman Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Citrin Cooperman Retirement Savings Plan side-by-side with 3 peers →

Citrin Cooperman Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Retirement Savings Plan in OH ($370M); by covered participants it is Healthplanone, LLC 401(k) Plan in CT (1,949 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370M here).

Retirement Savings Plan (OH) $370M · 1,370
Petco Animal Supplies Stores, Inc. 401(k) Plan (CA) $370M · 22,886
Medpro Group 401(k) & Profit Sharing Plan (IN) $369M · 1,295
Lawrence & Memorial Hospital 401(k) Plan (CT) $369M · 4,625

Similar participant headcount

Nearest other-state filings by covered participants (1,949 participants); asset peers above are excluded.

Healthplanone, LLC 401(k) Plan (CT) 1,949 · 0 off
Sports Facilities Companies, LLC 401(k) Retirement Plan (FL) 1,949 · 0 off
Host Healthcare 401(k) Plan (CA) 1,948 · 1 off
Kloeckner Metals 401(k) Plan (GA) 1,950 · 1 off

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 Citrin Cooperman Retirement Savings Plan assets move in 2024? ▼

Citrin Cooperman Retirement Savings Plan grew sharply - up 26.7% during 2024, from $292M to $370M. Reported net income was $78M.

Where does Citrin Cooperman Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Citrin Cooperman Retirement Savings Plan ranks in the 96th 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 Citrin Cooperman Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan in OH ($370M, 1,370 participants).

Which 401(k) plans cover a similar participant headcount to Citrin Cooperman Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Healthplanone, LLC 401(k) Plan in CT (1,949 participants, $23M 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 872525370.