Find an old Citigroup 401(k)
Citi Retirement Savings Plan
Citigroup Inc. · Plan 004 · EIN 52-1568099 · Stamford, CT
| Plan administrator | Plans Admin Comm of Citigroup Inc. Dept 01488, PO Box 299107, Lewisville, TX 75029-9107 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alight Solutions LLC | Schedule C ↗ |
| Former employees with balances | 44,824 separated participants still had money in the plan | Form 5500 ↗ |
The Citigroup Pension Plan
Citigroup Inc. · Plan 020 · EIN 52-1568099 · Stamford, CT
| Plan administrator | Citi Pension Center P.O. Box 5854, Hopkins, MN 55343 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Bank of New York Mellon | Schedule C ↗ |
| Former employees with balances | 61,330 separated participants still had money in the plan | Form 5500 ↗ |
Citigroup 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Citigroup 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Plans Admin Comm of Citigroup Inc., (800) 881-3938. The accounts are held by the recordkeeper, Alight Solutions LLC. Have your Social Security number and dates of employment ready.
What is the Citigroup 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (800) 881-3938.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Citigroup and does not hold accounts. Not financial advice. Report a correction