401(k) · DOL Form 5500 · 2022

Cerity Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
357
Participants Below avg headcount
87th
Percentile by assets National rank
$131,617
Avg per participant Near avg balance/head
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Official DOL plan name: Cerity Partners 401(k) Plan · Sponsored by Cerity Partners Management LLC · California · Finance & Insurance

$47M in assets, 357 participants

Cerity Partners Management LLC's Cerity Partners 401(k) Plan reported $47M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,402 in Finance & Insurance (9,261 peers)

Where Cerity Partners 401(k) Plan sits by assets

Cerity Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 357 participants (~$131,617/participant), up 47.0% in 2022.

#7,402
in Finance & Insurance (9,261 peers)
+47.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cerity Partners 401(k) Plan's outsized position by total assets

Cerity Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$46,987,143 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cerity Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cerity Partners 401(k) Plan sits mid-pack in the medium band (357 participants).

Published 5500 schedule card

Filing strip 823417410 · Cerity Partners Management LLC PY 2022 · 401(k)

Cerity Partners 401(k) Plan · $47M · 357 · 87th

  • EIN $47M
  • RANK 357
  • PHOTO 87th
  • IND 401(k)
  • EOY near The Alliance of State Retail Associations 401(k) Plan & Trust
  • 5500 ind #7402

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Cerity Partners 401(k) Plan in the asset neighbourhood

Jf Acquisition, LLC 401(k) PlanJf Acquisition, LLC 401(k) P…$47MHorizon Medical Group, PC 401(k) Profit Sharing Plan and TrustHorizon Medical Group, PC 40…$47MCerity Partners 401(k) Plan$47MThe Alliance of State Retail Associations 401(k) Plan & TrustThe Alliance of State Retail…$47MScandinavian Tobacco Retirement Savings PlanScandinavian Tobacco Retirem…$47M
End-of-year total assets ($M) among Cerity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$47M
Net Income$15M
Employer EIN823417410
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cerity Partners Management LLC)

Sponsor-wide plan assets over time

All Cerity Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$131M 178.40683567417582% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $47M $131M ▲ +178.4%
Year Plans Participants Total Assets
2022 1 357 $47M
2023 1 531 $90M
2024 1 1,058 $131M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cerity Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cerity Partners 401(k) Plan, Total assets ($B): 0.046987143 · Participants: 357Cerity Partners 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Cerity Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cerity Partners 401(k) Plan side-by-side with 3 peers →

Cerity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Alliance of State Retail Associations 401(k) Plan & Trust in ME ($47M); by covered participants it is Brookline College, LLC 401(k) Plan in AZ (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cerity Partners 401(k) Plan assets move in 2022? ▼
Cerity Partners 401(k) Plan surged - up 47.0% during 2022, from $32M to $47M. Reported net income was $15M.
How have Cerity Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cerity Partners Management LLC's sponsor-wide assets grew 178.4%, from $47M to $131M.
Where does Cerity Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Cerity Partners 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cerity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Alliance of State Retail Associations 401(k) Plan & Trust in ME ($47M, 3,490 participants).
Which 401(k) plans cover a similar participant headcount to Cerity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brookline College, LLC 401(k) Plan in AZ (357 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823417410.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.