401(k) · DOL Form 5500 · 2022

Cerulli Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$266,708
Avg per participant High balance/head
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Official DOL plan name: Cerulli Associates, Inc. 401(k) Plan · Sponsored by Cerulli Associates, Inc. · Massachusetts · Professional & Technical Services

$14M in assets, 54 participants

Cerulli Associates, Inc.'s Cerulli Associates, Inc. 401(k) Plan reported $14M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,398 in Professional & Technical Services (21,562 peers)

Cerulli Associates, Inc. multi-year trail

Cerulli Associates, Inc.'s plans moved +52.6% in assets from 2022 to 2024; this filing shows Cerulli Associates, Inc. 401(k) Plan at $14M / 54 participants.

#15,398
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cerulli Associates, Inc. 401(k) Plan's outsized position by total assets

Cerulli Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$14,402,219 Top 28% higher than 72% 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

Cerulli Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cerulli Associates, Inc. 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043172499 · Cerulli Associates, Inc. PY 2022 · 401(k)

Cerulli Associates, Inc. 401(k) Plan · $14M · 54 · 72nd

  • BOOK $14M
  • BOOK 54
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Lewis Food Town, Inc. 401(k) Plan
  • BOOK ind #15398

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Cerulli Associates, Inc. 401(k) Plan in the asset neighbourhood

Cerulli Associates, Inc. 401(k) PlanCerulli Associates, Inc. 401…$14MLewis Food Town, Inc. 401(k) PlanLewis Food Town, Inc. 401(k)…$14MCherry Central Cooperative, Inc. Employees Profit Sharing and Investment PlanCherry Central Cooperative, …$14MCertified Financial Planner Board of Standards 401(k) PlanCertified Financial Planner …$14MKobie Marketing, Inc. 401(k) PlanKobie Marketing, Inc. 401(k)…$14M
End-of-year total assets ($M) among Cerulli Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cerulli Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cerulli Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 52.56619830596938% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.4M $22M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 54 $14M
2023 1 60 $18M
2024 1 58 $22M

Cerulli Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN043172499
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Cerulli Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Cerulli Associates, Inc. 401(k) Plan, Total assets ($B): 0.014402219 · Participants: 54Cerulli Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Cerulli Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cerulli Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Cerulli Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lewis Food Town, Inc. 401(k) Plan in TX ($14M); by covered participants it is Sca Promotions 401(k) Plan in TX (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Cerulli Associates, Inc. 401(k) Plan assets move in 2022? ▼
Cerulli Associates, Inc. 401(k) Plan declined sharply - down 16.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Cerulli Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cerulli Associates, Inc.'s sponsor-wide assets grew 52.6%, from $14M to $22M.
Which 401(k) plans are similar in size to Cerulli Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lewis Food Town, Inc. 401(k) Plan in TX ($14M, 1,409 participants).
Which 401(k) plans cover a similar participant headcount to Cerulli Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sca Promotions 401(k) Plan in TX (54 participants, $11M 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 043172499.

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.