Citadel Investment Group LLC
Plan context: Citadel LLC Retirement Savings Plan
EIN 36-4108019 • Chicago, IL • 61 filings • 14 plans
Current Snapshot
Latest Year
2024
2024 Participants
3,912
2024 Assets
$1,206,916,873
2024 Contributions
$139,108,955
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3,912 | $1,206,916,873 | $139,108,955 | $35,560iApproximate average salary by contribution assumption: employee only about $888,989 at 4% or $592,659 at 6%; with 50% employer match about $592,659 at 4% or $395,106 at 6%; with 100% employer match about $444,494 at 4% or $296,330 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 3,912 | $1,206,916,873 | $139,108,955 | $35,560iApproximate average salary by contribution assumption: employee only about $888,989 at 4% or $592,659 at 6%; with 50% employer match about $592,659 at 4% or $395,106 at 6%; with 100% employer match about $444,494 at 4% or $296,330 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 3,691 | - | - | - |
| 2023 | 2 | 3,475 | $974,143,629 | $125,909,486 | $36,233iApproximate average salary by contribution assumption: employee only about $905,824 at 4% or $603,882 at 6%; with 50% employer match about $603,882 at 4% or $402,588 at 6%; with 100% employer match about $452,912 at 4% or $301,941 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 3,464 | $974,143,629 | $125,909,486 | $36,348iApproximate average salary by contribution assumption: employee only about $908,700 at 4% or $605,800 at 6%; with 50% employer match about $605,800 at 4% or $403,867 at 6%; with 100% employer match about $454,350 at 4% or $302,900 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 3,475 | - | - | - |
| 2022 | 2 | 3,356 | $746,509,718 | $112,746,229 | $33,595iApproximate average salary by contribution assumption: employee only about $839,885 at 4% or $559,924 at 6%; with 50% employer match about $559,924 at 4% or $373,282 at 6%; with 100% employer match about $419,943 at 4% or $279,962 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 3,356 | $746,509,718 | $112,746,229 | $33,595iApproximate average salary by contribution assumption: employee only about $839,885 at 4% or $559,924 at 6%; with 50% employer match about $559,924 at 4% or $373,282 at 6%; with 100% employer match about $419,943 at 4% or $279,962 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 3,315 | - | - | - |
| 2021 | 2 | 3,034 | $820,748,532 | $100,233,403 | $33,037iApproximate average salary by contribution assumption: employee only about $825,918 at 4% or $550,612 at 6%; with 50% employer match about $550,612 at 4% or $367,075 at 6%; with 100% employer match about $412,959 at 4% or $275,306 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 2,914 | $820,748,532 | $100,233,403 | $34,397iApproximate average salary by contribution assumption: employee only about $859,930 at 4% or $573,286 at 6%; with 50% employer match about $573,286 at 4% or $382,191 at 6%; with 100% employer match about $429,965 at 4% or $286,643 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 3,034 | - | - | - |
| 2020 | 2 | 2,774 | $666,037,858 | $87,133,591 | $31,411iApproximate average salary by contribution assumption: employee only about $785,270 at 4% or $523,514 at 6%; with 50% employer match about $523,514 at 4% or $349,009 at 6%; with 100% employer match about $392,635 at 4% or $261,757 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 2,774 | $666,037,858 | $87,133,591 | $31,411iApproximate average salary by contribution assumption: employee only about $785,270 at 4% or $523,514 at 6%; with 50% employer match about $523,514 at 4% or $349,009 at 6%; with 100% employer match about $392,635 at 4% or $261,757 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 2,675 | - | - | - |
| 2019 | 2 | 2,488 | $531,186,907 | $72,588,853 | $29,176iApproximate average salary by contribution assumption: employee only about $729,390 at 4% or $486,260 at 6%; with 50% employer match about $486,260 at 4% or $324,173 at 6%; with 100% employer match about $364,695 at 4% or $243,130 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 2,488 | $531,186,907 | $72,588,853 | $29,176iApproximate average salary by contribution assumption: employee only about $729,390 at 4% or $486,260 at 6%; with 50% employer match about $486,260 at 4% or $324,173 at 6%; with 100% employer match about $364,695 at 4% or $243,130 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 2,480 | - | - | - |
| 2018 | 2 | 2,141 | $404,366,050 | $63,801,994 | $29,800iApproximate average salary by contribution assumption: employee only about $745,002 at 4% or $496,668 at 6%; with 50% employer match about $496,668 at 4% or $331,112 at 6%; with 100% employer match about $372,501 at 4% or $248,334 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 2,130 | $404,366,050 | $63,801,994 | $29,954iApproximate average salary by contribution assumption: employee only about $748,850 at 4% or $499,233 at 6%; with 50% employer match about $499,233 at 4% or $332,822 at 6%; with 100% employer match about $374,425 at 4% or $249,617 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 2,141 | - | - | - |
| 2017 | 2 | 2,030 | $392,065,032 | $57,317,648 | $28,235iApproximate average salary by contribution assumption: employee only about $705,882 at 4% or $470,588 at 6%; with 50% employer match about $470,588 at 4% or $313,725 at 6%; with 100% employer match about $352,941 at 4% or $235,294 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 2,030 | $392,065,032 | $57,317,648 | $28,235iApproximate average salary by contribution assumption: employee only about $705,882 at 4% or $470,588 at 6%; with 50% employer match about $470,588 at 4% or $313,725 at 6%; with 100% employer match about $352,941 at 4% or $235,294 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 2,028 | - | - | - |
| 2016 | 2 | 1,758 | $303,807,901 | $42,668,143 | $24,271iApproximate average salary by contribution assumption: employee only about $606,771 at 4% or $404,514 at 6%; with 50% employer match about $404,514 at 4% or $269,676 at 6%; with 100% employer match about $303,386 at 4% or $202,257 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,722 | $303,807,901 | $42,668,143 | $24,778iApproximate average salary by contribution assumption: employee only about $619,456 at 4% or $412,971 at 6%; with 50% employer match about $412,971 at 4% or $275,314 at 6%; with 100% employer match about $309,728 at 4% or $206,485 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,758 | - | - | - |
| 2015 | 2 | 1,411 | $254,532,398 | $32,863,806 | $23,291iApproximate average salary by contribution assumption: employee only about $582,279 at 4% or $388,186 at 6%; with 50% employer match about $388,186 at 4% or $258,791 at 6%; with 100% employer match about $291,139 at 4% or $194,093 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,397 | $254,532,398 | $32,863,806 | $23,525iApproximate average salary by contribution assumption: employee only about $588,114 at 4% or $392,076 at 6%; with 50% employer match about $392,076 at 4% or $261,384 at 6%; with 100% employer match about $294,057 at 4% or $196,038 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,411 | - | - | - |
| 2014 | 2 | 1,197 | $235,068,531 | $25,764,419 | $21,524iApproximate average salary by contribution assumption: employee only about $538,104 at 4% or $358,736 at 6%; with 50% employer match about $358,736 at 4% or $239,157 at 6%; with 100% employer match about $269,052 at 4% or $179,368 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,197 | $235,068,531 | $25,764,419 | $21,524iApproximate average salary by contribution assumption: employee only about $538,104 at 4% or $358,736 at 6%; with 50% employer match about $358,736 at 4% or $239,157 at 6%; with 100% employer match about $269,052 at 4% or $179,368 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,189 | - | - | - |
| 2013 | 2 | 1,036 | $211,593,104 | $19,955,869 | $19,262iApproximate average salary by contribution assumption: employee only about $481,561 at 4% or $321,040 at 6%; with 50% employer match about $321,040 at 4% or $214,027 at 6%; with 100% employer match about $240,780 at 4% or $160,520 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,036 | $211,593,104 | $19,955,869 | $19,262iApproximate average salary by contribution assumption: employee only about $481,561 at 4% or $321,040 at 6%; with 50% employer match about $321,040 at 4% or $214,027 at 6%; with 100% employer match about $240,780 at 4% or $160,520 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,034 | - | - | - |
| 2012 | 2 | 1,045 | $174,613,507 | $23,747,893 | $22,725iApproximate average salary by contribution assumption: employee only about $568,131 at 4% or $378,754 at 6%; with 50% employer match about $378,754 at 4% or $252,503 at 6%; with 100% employer match about $284,066 at 4% or $189,377 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,045 | $174,613,507 | $23,747,893 | $22,725iApproximate average salary by contribution assumption: employee only about $568,131 at 4% or $378,754 at 6%; with 50% employer match about $378,754 at 4% or $252,503 at 6%; with 100% employer match about $284,066 at 4% or $189,377 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,032 | - | - | - |
| 2011 | 2 | 1,066 | $146,604,065 | $24,964,112 | $23,418iApproximate average salary by contribution assumption: employee only about $585,462 at 4% or $390,308 at 6%; with 50% employer match about $390,308 at 4% or $260,205 at 6%; with 100% employer match about $292,731 at 4% or $195,154 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,060 | $146,604,065 | $24,964,112 | $23,551iApproximate average salary by contribution assumption: employee only about $588,776 at 4% or $392,517 at 6%; with 50% employer match about $392,517 at 4% or $261,678 at 6%; with 100% employer match about $294,388 at 4% or $196,259 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,066 | - | - | - |
| 2010 | 2 | 1,472 | $138,807,225 | $24,345,598 | $16,539iApproximate average salary by contribution assumption: employee only about $413,478 at 4% or $275,652 at 6%; with 50% employer match about $275,652 at 4% or $183,768 at 6%; with 100% employer match about $206,739 at 4% or $137,826 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,472 | $138,807,225 | $24,345,598 | $16,539iApproximate average salary by contribution assumption: employee only about $413,478 at 4% or $275,652 at 6%; with 50% employer match about $275,652 at 4% or $183,768 at 6%; with 100% employer match about $206,739 at 4% or $137,826 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,470 | - | - | - |
| 2009 | 2 | 1,275 | $107,736,112 | $21,126,592 | $16,570iApproximate average salary by contribution assumption: employee only about $414,247 at 4% or $276,165 at 6%; with 50% employer match about $276,165 at 4% or $184,110 at 6%; with 100% employer match about $207,123 at 4% or $138,082 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,275 | $107,736,112 | $21,126,592 | $16,570iApproximate average salary by contribution assumption: employee only about $414,247 at 4% or $276,165 at 6%; with 50% employer match about $276,165 at 4% or $184,110 at 6%; with 100% employer match about $207,123 at 4% or $138,082 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,257 | - | - | - |
| 2008 | 2 | 1,232 | $69,703,442 | $20,357,921 | $16,524iApproximate average salary by contribution assumption: employee only about $413,107 at 4% or $275,405 at 6%; with 50% employer match about $275,405 at 4% or $183,603 at 6%; with 100% employer match about $206,554 at 4% or $137,702 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,162 | $69,703,442 | $20,357,921 | $17,520iApproximate average salary by contribution assumption: employee only about $437,993 at 4% or $291,995 at 6%; with 50% employer match about $291,995 at 4% or $194,664 at 6%; with 100% employer match about $218,997 at 4% or $145,998 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,232 | - | - | - |
| 2007 | 2 | 1,082 | $88,934,385 | $17,502,617 | $16,176iApproximate average salary by contribution assumption: employee only about $404,404 at 4% or $269,603 at 6%; with 50% employer match about $269,603 at 4% or $179,735 at 6%; with 100% employer match about $202,202 at 4% or $134,801 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 1,082 | $88,934,385 | $17,502,617 | $16,176iApproximate average salary by contribution assumption: employee only about $404,404 at 4% or $269,603 at 6%; with 50% employer match about $269,603 at 4% or $179,735 at 6%; with 100% employer match about $202,202 at 4% or $134,801 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 1,049 | - | - | - |
| 2006 | 3 | 968 | $68,736,774 | $15,265,103 | $15,770iApproximate average salary by contribution assumption: employee only about $394,243 at 4% or $262,829 at 6%; with 50% employer match about $262,829 at 4% or $175,219 at 6%; with 100% employer match about $197,122 at 4% or $131,414 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 968 | $68,736,774 | $15,265,103 | $15,770iApproximate average salary by contribution assumption: employee only about $394,243 at 4% or $262,829 at 6%; with 50% employer match about $262,829 at 4% or $175,219 at 6%; with 100% employer match about $197,122 at 4% or $131,414 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 940 | - | - | - |
| CITADEL INVESTMENT GROUP BUSINESS TRAVEL ACCIDENT PLAN | - | 920 | - | - | - |
| 2005 | 3 | 1,010 | $0 | $0 | - |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 972 | - | - | - |
| CITADEL INVESTMENT GROUP BUSINESS TRAVEL ACCIDENT PLAN | - | 916 | - | - | - |
| Citadel LLC Retirement Savings Plan | - | 1,010 | - | - | - |
| 2004 | 2 | 920 | $37,850,893 | $11,807,288 | $12,834iApproximate average salary by contribution assumption: employee only about $320,850 at 4% or $213,900 at 6%; with 50% employer match about $213,900 at 4% or $142,600 at 6%; with 100% employer match about $160,425 at 4% or $106,950 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 920 | $37,850,893 | $11,807,288 | $12,834iApproximate average salary by contribution assumption: employee only about $320,850 at 4% or $213,900 at 6%; with 50% employer match about $213,900 at 4% or $142,600 at 6%; with 100% employer match about $160,425 at 4% or $106,950 at 6%. |
| Citadel Investment Group LLC Employee Group Benefits Plan | - | 894 | - | - | - |
| 2003 | 6 | 673 | $24,796,642 | $8,429,080 | $12,525iApproximate average salary by contribution assumption: employee only about $313,116 at 4% or $208,744 at 6%; with 50% employer match about $208,744 at 4% or $139,163 at 6%; with 100% employer match about $156,558 at 4% or $104,372 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 642 | $24,796,642 | $8,429,080 | $13,129iApproximate average salary by contribution assumption: employee only about $328,235 at 4% or $218,823 at 6%; with 50% employer match about $218,823 at 4% or $145,882 at 6%; with 100% employer match about $164,118 at 4% or $109,412 at 6%. |
| GROUP LONG TERM DISABILITY AND LIFE PLAN FOR EMPLO YEES OF CITADEL INVESTMENT GROUP, LLC | - | 621 | - | - | - |
| CITADEL INVESTMENT GROUP, LLC HEALTH CARE BENEFITS PLAN | - | 673 | - | - | - |
| GROUP LONG TERM DISABILITY AND LIFE PLAN FOR EMPLOYEES OF CITADEL INVESTMENT GROUP, LLC | - | 621 | - | - | - |
| CITADEL INVESTMENT GROUP, LLC FLEXIBLE BNEFIT PLAN | - | 126 | - | - | - |
| CITADEL EAP PLAN FOR EMPLOYEES OF CITADEL INVESTMENT GROUP, LLC | - | 597 | - | - | - |
| 2002 | 5 | 577 | $13,413,370 | $6,622,489 | $11,477iApproximate average salary by contribution assumption: employee only about $286,936 at 4% or $191,291 at 6%; with 50% employer match about $191,291 at 4% or $127,527 at 6%; with 100% employer match about $143,468 at 4% or $95,645 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 574 | $13,413,370 | $6,622,489 | $11,537iApproximate average salary by contribution assumption: employee only about $288,436 at 4% or $192,291 at 6%; with 50% employer match about $192,291 at 4% or $128,194 at 6%; with 100% employer match about $144,218 at 4% or $96,145 at 6%. |
| CITADEL INVESTMENT GROUP, LLC FLEXIBLE BENEFIT PLAN | - | 131 | - | - | - |
| GROUP LONG TERM DISABILITY AND LIFE PLAN FOR EMPLO YEES OF CITADEL INVESTMENT GROUP, LLC | - | 520 | - | - | - |
| CITADEL EAP PLAN FOR EMPLOYEES OF CITADEL INVESTMENT GROUP, LLC | - | 511 | - | - | - |
| CITADEL INVESTMENT GROUP, LLC HEALTH CARE BENEFITS PLAN | - | 577 | - | - | - |
| 2001 | 3 | 444 | $9,611,969 | $5,119,817 | $11,531iApproximate average salary by contribution assumption: employee only about $288,278 at 4% or $192,185 at 6%; with 50% employer match about $192,185 at 4% or $128,124 at 6%; with 100% employer match about $144,139 at 4% or $96,093 at 6%. |
| Citadel LLC Retirement Savings Plan | - | 444 | $9,611,969 | $5,119,817 | $11,531iApproximate average salary by contribution assumption: employee only about $288,278 at 4% or $192,185 at 6%; with 50% employer match about $192,185 at 4% or $128,124 at 6%; with 100% employer match about $144,139 at 4% or $96,093 at 6%. |
| CITADEL INVESTMENT GROUP, LLC HEALTH CARE BENEFITS PLAN | - | 421 | - | - | - |
| GROUP LONG TERM DISABILITY AND LIFE PLAN FOR EMPLOYEES OF CITADEL INVESTMENT GROUP, LLC | - | 413 | - | - | - |
| 2000 | 3 | 336 | $0 | $0 | - |
| CITADEL INVESTMENT GROUP, LLC HEALTH CARE BENEFITS PLAN | - | 329 | - | - | - |
| GROUP LONG TERM DISABILITY AND LIFE PLAN FOR EMPLOYEES OF CITADEL INVESTMENT GROUP, LLC | - | 329 | - | - | - |
| Citadel LLC Retirement Savings Plan | - | 336 | - | - | - |