Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup 401(k) match, vesting and fees
What Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | KPMG LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup: employer contribution per participant | $1,508 | |
| Peer median | $3,122 |
| Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup: average balance | $186,185 | |
| Peer median | $111,687 |
| Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $54M at the end of plan year 2021 to $57.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 342 | $57.2M | $463K | $1,508 | 0.33% | Not published | Form 5500 ↗ |
| 2024 | 362 | $50.1M | $512K | $1,591 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 387 | $49M | $542K | $1,549 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 424 | $44.9M | $900K | $2,362 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 433 | $54M | $1.2M | $2,945 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup match 401(k) contributions?
The match terms for the Citi Retirement Savings Plan for Puerto Rico have not been published from its filing yet. The plan year 2025 filing reports $463K in employer contributions, about $1,508 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup 401(k) match vested?
The vesting schedule for the Citi Retirement Savings Plan for Puerto Rico is not in the data published so far. Your Summary Plan Description states it.
Who manages the Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Alight Solutions LLC. The plan administrator is Plans Admin Comm of Citigroup Inc..
I left Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plans Admin Comm of Citigroup Inc., (800) 881-3938) or the recordkeeper, Alight Solutions LLC. The Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup old 401(k) page lists the contacts from every plan filing. Find an old Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup 401(k)
Data from the public Form 5500 annual reports Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Citibank, N.A. Puerto Rico, a Subsidiary of Citigroup. Not financial advice. Report a correction · Methodology