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Citrin Cooperman

Matched across 32 name variants in the filings

Citrin Cooperman summary

Citrin Cooperman appears on 95 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $95.2B in assets for 546,534 participants. The median client plan holds $63.2M. Most client plans are sponsored in NY, PA and RI. The largest clients by plan assets are Northrop Grumman Corporation. Plans reported $2.4M in direct and indirect compensation paid to Citrin Cooperman. The median is $21K per plan.

Participants
546,534
Median plan assets
$63.2M
Median plan participants
830
Median fees per plan
$21K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Northrop Grumman Corporation, plan 011VA$44.4B151,108
Northrop Grumman Corporation, plan 030VA$19.6B102,066
Northrop Grumman Corporation, plan 007VA$8.9B59,279
Lincoln National Corporation, plan 009PA$3.9B16,293
Northrop Grumman Corporation, plan 041VA$2.1B19,505
Main Line Health, Inc.PA$1.7B19,746
Fujifilm North America CorporationNY$1.6B8,175
Goodwin Procter LLPMA$1.6B3,883
Board of Trustees U.F.C.W. Local 1500 Pension FundNY$1.1B34,054
Lincoln National Corporation, plan 011PA$760M12,493
Griffon CorporationNY$700M6,332
Orange Business ServicesVA$488M1,211
Board of Trustees Local 1298 Pension FundNY$479M3,227
Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity FundNY$390M2,804
Board of Trustees Local 60 Pension FundNY$388M2,343
Lewis Brisbois Bisgaard & Smith LLPCA$355M4,262
Keller Management Services, LLCMD$355M4,249
Fujifilm Diosynth Biotechnologies U.S.A., Inc.NY$312M3,031
Board of Trustees of Local 1205 Pension FundNY$299M1,708
Ent and Allergy Associates, LLPNY$292M1,159
Blue Cross & Blue Shield of Rhode IslandRI$289M1,478
Board of Trustees Local 1298 Annuity FundNY$282M2,968
Board of Trustees Local 456 Pension FundNY$274M2,219
Integrated Anesthesia Associates, LLCCT$263M592
Board of Trustees Local 456 Annuity FundNY$262M1,870

Top client states

  • NY39 plans
  • PA8 plans
  • RI8 plans
  • VA8 plans
  • MD6 plans

Frequently asked questions

Who uses Citrin Cooperman?
95 retirement plans list Citrin Cooperman as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northrop Grumman Corporation and Lincoln National Corporation. Most client plans are sponsored in NY, PA and RI.
How many plans does Citrin Cooperman serve?
Citrin Cooperman serves 95 retirement plans with $95.2B in plan assets and 546,534 participants, based on the latest Form 5500 filings through 2024.
What does Citrin Cooperman charge?
Plans reported $2.4M in total Schedule C compensation paid to Citrin Cooperman. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served95+43 YoYRank #219 of mapped providers
Assets under administration$95.2B0.1%Rank #158 by share of filed assets
Fees received$2MMedian $20,500/planSum across Schedule C direct + indirect
Net wins YoY+3848 won - 10 lostPlan-level switch detection

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