Filings through .
Citizens Bank
Matched across 21 name variants in the filings
Citizens Bank summary
Citizens Bank appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 27,205 participants. The median client plan holds $18.1M. Most client plans are sponsored in PA, CA and RI. The largest clients by plan assets are Ri Laborers Pension Plan Board of Trustees, Ri Laborers Annuity Fund Board of Trustees and Centimark Corporation. Plans reported $1.2M in direct and indirect compensation paid to Citizens Bank. The median is $43K per plan.
- Participants
- 27,205
- Median plan assets
- $18.1M
- Median plan participants
- 493
- Median fees per plan
- $43K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Ri Laborers Pension Plan Board of Trustees | RI | $431M | 3,792 |
| Ri Laborers Annuity Fund Board of Trustees | RI | $295M | 10,410 |
| Centimark Corporation | PA | $270M | 2,900 |
| Invacare Corporation | OH | $142M | 1,661 |
| Teamsters Local Union NO.115 Pension Plan | PA | $142M | 2,073 |
| Sonalysts, Inc | CT | $126M | 567 |
| South County Hospital, Inc. | RI | $54.4M | 819 |
| Spirol International Holding Corp | CT | $24.7M | 522 |
| Pathways Inc | NY | $21.4M | 642 |
| KVK-Tech, Inc. | PA | $21.2M | 398 |
| Lydia Security Monitoring, Inc. | NJ | $18.6M | 444 |
| Doctors Hospital of Riverside LLC | CA | $17.5M | 407 |
| Tyoga Container Company, Inc. | PA | $14.2M | 179 |
| Dairy Employees Union Local 17 Pension Plan | CA | $13.0M | 625 |
| Ward Manufacturing, LLC, plan 002 | PA | $11.9M | 89 |
| Ward Manufacturing, LLC, plan 003 | PA | $9.4M | 220 |
| Board of Trustees, Employers - Local 1167 Joint | CA | $7.8M | 605 |
| Saubels Market, Inc. | PA | $4.6M | 200 |
| Futures Community Support Services, Inc. | PA | $2.8M | 189 |
| Twin Tier Hospitality LLC | OH | $1.8M | 463 |
| New Horizons Worldwide, Inc. | FL | $0 | 0 |
| Susquehanna Community Bank | PA | $0 | 0 |
- RIParticipants 3,792
- RIParticipants 10,410
- PAParticipants 2,900
- Invacare Corporation$142MOHParticipants 1,661
- PAParticipants 2,073
- Sonalysts, Inc$126MCTParticipants 567
- RIParticipants 819
- CTParticipants 522
- Pathways Inc$21.4MNYParticipants 642
- KVK-Tech, Inc.$21.2MPAParticipants 398
- NJParticipants 444
- CAParticipants 407
- PAParticipants 179
- CAParticipants 625
- PAParticipants 89
- PAParticipants 220
- CAParticipants 605
- Saubels Market, Inc.$4.6MPAParticipants 200
- PAParticipants 189
- OHParticipants 463
- FLParticipants 0
- PAParticipants 0
Top client states
- PA9 plans
- CA3 plans
- RI3 plans
- CT2 plans
- OH2 plans
Frequently asked questions
- Who uses Citizens Bank?
- 22 retirement plans list Citizens Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ri Laborers Pension Plan Board of Trustees, Ri Laborers Annuity Fund Board of Trustees, Centimark Corporation, Invacare Corporation and Teamsters Local Union NO.115 Pension Plan. Most client plans are sponsored in PA, CA and RI.
- How many plans does Citizens Bank serve?
- Citizens Bank serves 22 retirement plans with $1.6B in plan assets and 27,205 participants, based on the latest Form 5500 filings through 2024.
- What does Citizens Bank charge?
- Plans reported $1.2M in total Schedule C compensation paid to Citizens Bank. The median plan paid $43K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Citizens Bank as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 5 |
| Federated Hermes | 4 |
| Vanguard | 3 |
| Charles Schwab | 3 |
| TIAA (Nuveen) | 2 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Target | 2 |
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.