Plan5500

Citi Retirement Savings Plan — Form 5500 plan (Citigroup Inc.)

Plain-English plan 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, Citi Retirement Savings Plan is a benefit plan reported by Citigroup Inc. under EIN 52-1568099 and plan number 004. The latest loaded filing year is 2023. The filing reports 126,179 participants and $20,653,030,659 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.6BPlan net assets, end of year$20,628,045,609
Participants126.2KCovered participants reported126,179
Assets / participant$163.7KComputed: assets ÷ participants$163,680 (computed)
Provider compensation$16.1M26 Schedule C provider row(s)$16,075,597
Plan sponsor
Citigroup Inc.
EIN
52-1568099
Plan number
004
Plan type
2
Location
Stamford, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    126,179 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.7B total assets
Net assets$20.6BLiabilities$25M
Money in vs. money out
Total income / additions$4.5B
Total expenses$1.3B
Benefits paid / distributions$1.3B
Contributions
Employer$541.4M
Participant$857M
Full reported line items

Net assets

Total assets (EOY)
$20,653,030,659
Total liabilities (EOY)
$24,985,050
Net assets (EOY)
$20,628,045,609
Net assets (BOY)
$17,415,735,243

Income & contributions

Employer contributions
$541,368,158
Participant contributions
$856,989,258
Total contributions
$1,517,120,917
Total income / additions
$4,497,046,214

Expenses & distributions

Benefits paid
$1,268,245,911
Administrative expenses
$16,029,543
Total expenses
$1,284,735,848
Net increase / (decrease)
$3,212,310,366
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Alight Solutions LLC$4.6M
    NONE · Direct $4.6M · Indirect $0
  2. 2
    Blackrock Institutional Trust Co,Na$3.2M
    NONE · Direct $3.2M · Indirect $0
  3. 3
    Bank Of New York Mellon$961.6K
    TRUSTEE · Direct $961.6K · Indirect $0
  4. 4
    Mfs Institutional Advisors$815.5K
    NONE · Direct $815.5K · Indirect $0
  5. 5
    T Rowe Price Associates, Inc.$757.6K
    NONE · Direct $757.6K
  6. 6
    Wcm Investment Management, LLC$734.3K
    NONE · Direct $734.3K · Indirect $0
  7. 7
    Lazard Asset Management LLC$664.9K
    NONE · Direct $664.9K · Indirect $0
  8. 8
    Tt International$481.9K
    NONE · Direct $481.9K
  9. 9
    Insight Investments$470.8K
    NONE · Direct $470.8K
  10. 10
    William Blair Investment Mgmt, LLC$445.5K
    NONE · Direct $445.5K · Indirect $0
  11. 11
    Principal Small Cap Select$415K
    NONE · Direct $415K · Indirect $0
  12. 12
    Strategic Global Advisors$407.1K
    NONE · Direct $407.1K
  13. 13
    Boston Partners$352.9K
    NONE · Direct $352.9K · Indirect $0
  14. 14
    Wellington Trust Company, N.A$302.9K
    NONE · Direct $0 · Indirect $302.9K
  15. 15
    Kpmg$298K
    NONE · Direct $298K
  16. 16
    Mellon Investments Corporation$293.6K
    NONE · Direct $293.6K
  17. 17
    Heitman LLC$272.1K
    NONE · Direct $272.1K · Indirect $0
  18. 18
    Willis Towers Watson$209.5K
    NONE · Direct $209.5K
  19. 19
    Callan Holdings' Inc.$139.7K
    NONE · Direct $139.7K
  20. 20
    Bsr$77.7K
    NONE · Direct $77.7K
  21. 21
    Pwc$62.3K
    NONE · Direct $62.3K
  22. 22
    Fiduciary Counselors$60K
    NONE · Direct $60K
  23. 23
    Proskauer Rose Llp$27.6K
    NONE · Direct $27.6K
  24. 24
    Newport Trust Company$24.9K
    NONE · Direct $24.9K
  25. 25
    Mercer$24.9K
    NONE · Direct $24.9K
  26. 26
    Morgan, Lewis And Bockius Llp$9.9K
    NONE · Direct $9.9K

What to inspect next

Frequently asked questions

Who sponsors the Citi Retirement Savings Plan?
Citi Retirement Savings Plan is reported as sponsored by Citigroup Inc. (EIN 52-1568099, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Citi Retirement Savings Plan?
The latest Form 5500 filing year loaded for Citi Retirement Savings Plan is 2023.
How many participants does Citi Retirement Savings Plan report?
Citi Retirement Savings Plan reports 126,179 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Citi Retirement Savings Plan?
Citi Retirement Savings Plan reports $20,653,030,659 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages