Citigroup 401(k) and pension plans

Citigroup Inc., Stamford, CT. EIN 52-1568099. Annual reports 2009–2025.

Citigroup Inc. has 2 active retirement plans on file. The largest is the Citi Retirement Savings Plan, with 117,332 participants and $26.9 billion in assets in 2025. Alight has been its recordkeeper since 2009.

Active plans: 2
Participants: 237,254
Plan assets: $36.7 billion
401(k) recordkeeper: Alight
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Citi Retirement Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 52-1568099
Participants (2025): 117,332
Net assets (2025): $26.9 billion
Recordkeeper: Alight2009–2025
Plan administrator: Plans Admin Comm of Citigroup Inc.
Dept 01488, Po Box 299107
Lewisville, TX 75029
(800) 881-3938As filed for 2025
In effect since: January 1, 1987

Earlier plan names: Citigroup 401K Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	117,332	$26.9 billion	Alight
2024	121,279	$23.2 billion	Alight
2023	125,934	$20.6 billion	Alight
2022	125,866	$17.4 billion	Alight
2021	119,187	$20.4 billion	Alight
2020	114,818	$17.9 billion	Alight
2019	114,972	$16.1 billion	Alight
2018	119,357	$13.3 billion	Alight
2017	122,195	$14.3 billion	Alight
2016	144,360	$12.3 billion	Alight
2015	148,185	$11.4 billion	Alight
2014	171,396	$11.6 billion	Alight
2013	150,310	$11.1 billion	Alight
2012	153,445	$9.5 billion	Alight
2011	155,015	$8.2 billion	Alight
2010	157,960	$8.5 billion	Alight
2009	163,197	$7.7 billion	Alight

The Citigroup Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 020Employer EIN 52-1568099
Participants (2024): 119,922
Net assets (2024): $9.8 billion
Administered by: BNY MellonEarlier: Alight (2012–2016)
Plan administrator: Citi Pension Center
P.O. Box 5854
Hopkins, MN 55343
(800) 881-3938As filed for 2024
In effect since: July 1, 1959

Earlier plan names: Citigroup Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	119,922	$9.8 billion	BNY Mellon
2023	124,841	$10.3 billion	BNY Mellon
2022	129,539	$10.3 billion	BNY Mellon
2021	134,727	$13.2 billion	BNY Mellon
2020	140,511	$13.6 billion	BNY Mellon
2019	146,466	$13.0 billion	BNY Mellon
2018	153,227	$12.1 billion	BNY Mellon
2017	158,035	$13.0 billion	BNY Mellon
2016	179,350	$12.5 billion	Alight
2015	190,236	$12.8 billion	Alight
2014	194,602	$13.3 billion	Alight
2013	202,534	$12.8 billion	Alight
2012	206,955	$12.8 billion	Alight
2011	219,742	$12.2 billion	not listed
2010	226,828	$11.7 billion	not listed
2009	236,370	$10.0 billion	not listed

If you had money in one of these plans

Call Alight (alight.com), which runs the Citi Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 881-3938). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Citi Retirement Savings Plan

The Citigroup Pension Plan

If you had money in one of these plans

What these numbers are

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