The Citigroup Pension Plan

• Informational

  High retiree %

  Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  Lines 6b, 6e and 6f
• Informational

  Wind-down / frozen

  Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  Lines 6a and 6g

Industry

any (size+type match)

Plan type

Defined benefit

Participants

>=10,000

Cohort

181 peers

Snapshot

2025

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.

• 1A
  Benefits are primarily pay related

  Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
• 1C
  Cash balance or similar plan

  A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
• 1E
  Section 401(h) arrangement

  Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
• 3H
  Controlled group member

  Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
• 3J
  U.S.-based Puerto Rico dual-qualified plan

  U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.