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.
Key reported metrics
- Plan sponsor
- Citigroup Inc.
- EIN
- 52-1568099
- Plan number
- 004
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 126,179
- End-of-year plan assets
- $20,653,030,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126,179 | H, C | 20241011143252NAL0022936913001 |
Reported financial statement (2023 · Schedule H)
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
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $4,578,742 | $0 | 2023 |
| Blackrock Institutional Trust Co,Na | NONE | $3,186,590 | $0 | 2023 |
| Bank Of New York Mellon | TRUSTEE | $961,635 | $0 | 2023 |
| Mfs Institutional Advisors | NONE | $815,452 | $0 | 2023 |
| T Rowe Price Associates, Inc. | NONE | $757,553 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management, LLC | NONE | $734,325 | $0 | 2023 |
| Lazard Asset Management LLC | NONE | $664,905 | $0 | 2023 |
| Tt International | NONE | $481,878 | not reported in the loaded dataset | 2023 |
| Insight Investments | NONE | $470,784 | not reported in the loaded dataset | 2023 |
| William Blair Investment Mgmt, LLC | NONE | $445,544 | $0 | 2023 |
| Principal Small Cap Select | NONE | $415,030 | $0 | 2023 |
| Strategic Global Advisors | NONE | $407,105 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $352,873 | $0 | 2023 |
| Wellington Trust Company, N.A | NONE | $0 | $302,871 | 2023 |
| Kpmg | NONE | $297,971 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $293,602 | not reported in the loaded dataset | 2023 |
| Heitman LLC | NONE | $272,103 | $0 | 2023 |
| Willis Towers Watson | NONE | $209,494 | not reported in the loaded dataset | 2023 |
| Callan Holdings' Inc. | NONE | $139,663 | not reported in the loaded dataset | 2023 |
| Bsr | NONE | $77,671 | not reported in the loaded dataset | 2023 |
| Pwc | NONE | $62,349 | not reported in the loaded dataset | 2023 |
| Fiduciary Counselors | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $27,643 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $24,940 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $24,940 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis And Bockius Llp | NONE | $9,934 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citigroup Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Alight Solutions LLC — Schedule C compensation
- Blackrock Institutional Trust Co,Na — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Mfs Institutional Advisors — Schedule C compensation
- T Rowe Price Associates, Inc. — Schedule C compensation
- Wcm Investment Management, LLC — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation
- Tt International — Schedule C compensation
- Insight Investments — Schedule C compensation
- William Blair Investment Mgmt, LLC — Schedule C compensation
- Principal Small Cap Select — Schedule C compensation
- Strategic Global Advisors — Schedule C compensation
- Boston Partners — Schedule C compensation
- Wellington Trust Company, N.A — Schedule C compensation
- Kpmg — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Heitman LLC — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Callan Holdings' Inc. — Schedule C compensation
- Bsr — Schedule C compensation
- Pwc — Schedule C compensation
- Fiduciary Counselors — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Mercer — Schedule C compensation
- Morgan, Lewis And Bockius Llp — Schedule C compensation