401(k) · DOL Form 5500 · 2023

Sp0n, Inc. Dba Citizen 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
149
Participants Small participant base
33rd
Percentile by assets National rank
$16,011
Avg per participant Low balance/head
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Official DOL plan name: Citizen 401(k) Plan · Sponsored by Sp0n, Inc. Dba Citizen · New York · Professional & Technical Services

$2M in assets, 149 participants

Sp0n, Inc. Dba Citizen's Citizen 401(k) Plan reported $2M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,871 in Professional & Technical Services (20,321 peers)

Coverage in New York

Citizen 401(k) Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $2M.

#5,871
in Professional & Technical Services (20,321 peers)
$315K
reported net income

Citizen 401(k) Plan among the smaller filed plans by assets

Citizen 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,385,601 33rd percentile higher than 33% of 127,068 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 2023

Citizen 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizen 401(k) Plan sits mid-pack in the medium band (149 participants).

DOL schedule card

Filing strip 901128807 · Sp0n, Inc. Dba Citizen PY 2023 · 401(k)

Citizen 401(k) Plan · $2M · 149 · 33rd

  • EBSA $2M
  • PART 149
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Ameriti Manufacturing Company UAW 401(k) Plan
  • VS-ST ind #5871

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 →

Citizen 401(k) Plan in the asset neighbourhood

Citizen 401(k) Plan$2MAmeriti Manufacturing Company UAW 401(k) PlanAmeriti Manufacturing Compan…$2MEntrust Services Dba Roto-Rooter 401(k) PlanEntrust Services Dba Roto-Ro…$2MJ.G. Coram Company, Inc. 401(k) PlanJ.G. Coram Company, Inc. 401…$2MS2insight Inc 401(k) Profit Sharing Plan & TrustS2insight Inc 401(k) Profit …$2M
End-of-year total assets ($M) among Citizen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$315K
Employer EIN901128807
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sp0n, Inc. Dba Citizen)

Sponsor-wide plan assets over time

All Sp0n, Inc. Dba Citizen plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.91020334079337% vs 2023
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20232024 $2.39M $2.84M ▲ +18.8%
Year Plans Participants Total Assets
2023 1 149 $2M
2024 1 103 $3M

Nearby 401(k) Plans in New York

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

Citizen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Citizen 401(k) Plan, Total assets ($B): 0.002385601 · Participants: 149Citizen 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Citizen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Citizen 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ameriti Manufacturing Company UAW 401(k) Plan in MI ($2M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Sp0n, Inc. Dba Citizen plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sp0n, Inc. Dba Citizen's sponsor-wide assets grew 18.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Citizen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ameriti Manufacturing Company UAW 401(k) Plan in MI ($2M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Citizen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 901128807.

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.