Plan5500

Citigroup Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Citigroup Inc. (EIN 52-1568099) is a plan sponsor located in Stamford, CT with 16 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1568099
Location
Stamford, CT
Loaded plans
16
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Citigroup Inc.

  • 16 loaded plans hold $31.4B in reported assets.
  • The largest, Citi Retirement Savings Plan, holds 66% of this company's reported plan assets.
  • Plans cover 1,066,486 reported participants.
  • 5 of 16 plans report full financial statements.
  • 5 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31BSummed across loaded plans$30,971,227,068
Total reported assets$31.4B$31,419,752,675
Total reported participants1.1M1,066,486
Total reported liabilities$448.5M$448,525,607

Reported net position

Reported assets = net assets + liabilities (summed)$31.4B total assets
Net assets$31BLiabilities$448.5M
Contributions & income
Employer contributions$1.2B
Participant contributions$1.2B
Total income / additions$6.5B
Expenses & distributions
Benefits paid / distributions$3.2B
Total expenses$3.3B
Net increase / (decrease)$3.2B

Data coverage

Plans with financial statements5 / 16 (31%)
Plans with provider compensation5 / 16 (31%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Citi Retirement Savings Plan
Participants per plan66,655Average across loaded plans
Loaded plans16
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Citi Retirement Savings Plan$20.7B
    Plan #004 · 126,179 participants · 2023
  2. 2
    The Citigroup Pension Plan$10.6B
    Plan #020 · 129,539 participants · 2023
  3. 3
    Citigroup Life Insurance Benefits Plan$85.7M
    Plan #506 · 77,808 participants · 2023
  4. 4
    Citigroup Health Benefit Plan$65.2M
    Plan #508 · 70,289 participants · 2023
  5. 5
    Citigroup Dental Benefit Plan$5.5M
    Plan #505 · 70,746 participants · 2023
  6. 6
    Citigroup Business Travel Accident/ Medical Plannot reported in the loaded dataset
    Plan #510 · 239,132 participants · 2023
  7. 7
    Citigroup Separation Pay Plannot reported in the loaded dataset
    Plan #522 · 75,858 participants · 2023
  8. 8
    Citigroup Disability Plannot reported in the loaded dataset
    Plan #530 · 75,549 participants · 2023
  9. 9
    Citigroup Be Well Programnot reported in the loaded dataset
    Plan #521 · 75,490 participants · 2023
  10. 10
    Citigroup Vision Benefit Plannot reported in the loaded dataset
    Plan #533 · 60,267 participants · 2023
  11. 11
    Citigroup Supplemental Medical Plansnot reported in the loaded dataset
    Plan #802 · 22,629 participants · 2023
  12. 12
    Citigroup Flexible Benefits Plannot reported in the loaded dataset
    Plan #512 · 18,462 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Citigroup Inc.. Open one for its full reported snapshot.

  1. 2023
    Citi Health Reimbursement Arrangement (Hra)7,546 participants · 2No schedules
    View filing →
  2. 2023
    Citigroup Business Travel Accident/ Medical Plan239,132 participants · 2No schedules
    View filing →
  3. 2023
    Citigroup Disability Plan75,549 participants · 2No schedules
    View filing →
  4. 2023
    Citigroup Be Well Program75,490 participants · 2No schedules
    View filing →
  5. 2023
    Citigroup Flexible Benefits Plan18,462 participants · 2No schedules
    View filing →
  6. 2023
    Citigroup Legal Benefits Plan15,828 participants · 2No schedules
    View filing →
  7. 2023
    Citigroup Retiree Medical Benefit Plan1,038 participants · 2No schedules
    View filing →
  8. 2023
    Citigroup Separation Pay Plan75,858 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Citigroup Inc. report on Form 5500?
Citigroup Inc. (EIN 52-1568099) reports 16 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Citigroup Inc.?
The Employer Identification Number (EIN) reported for Citigroup Inc. is 52-1568099.
What is the latest Form 5500 filing year for Citigroup Inc.?
The latest loaded Form 5500 filing year for Citigroup Inc. is 2023.

Related Form 5500 pages