401(k) · DOL Form 5500 · 2023
Cerity Partners Management LLC 401(k) Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 531
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $169,812
- Avg per participant Above avg balance/head
Official DOL plan name: Cerity Partners 401(k) Plan · Sponsored by Cerity Partners Management LLC · California · Finance & Insurance
$90M in assets, 531 participants
Cerity Partners Management LLC's Cerity Partners 401(k) Plan reported $90M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,580 in Finance & Insurance (8,869 peers)
Where Cerity Partners 401(k) Plan sits by assets
Cerity Partners 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 531 participants (~$169,812/participant), up 91.9% in 2023.
- #7,580
- in Finance & Insurance (8,869 peers)
- +91.9%
- assets growth YoY
- 0.9×
- 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 2023 · DOL Form 5500
$90,169,945 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cerity Partners 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (531 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cerity Partners 401(k) Plan reported net income rose from $15M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Cerity Partners 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Cerity Partners 401(k) Plan reported participants rose from 357 in the plan year 2022 filing to 531 in the plan year 2023 filing.
DOL schedule card
Filing strip 823417410 · Cerity Partners Management LLC PY 2023 · 401(k)
Cerity Partners 401(k) Plan · $90M · 531 · 91st
- TYPE $90M
- NET 531
- BOOK 91st
- VS-ST 401(k)
- BOY near Alvogen Group Savings Incentive Plan
- SCH ind #7580
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $43M |
| Employer EIN | 823417410 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Alvogen Group Savings Incentive Plan in NY ($90M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Alvogen Group Savings Incentive Plan (NY) $90M · 550
- The Pilots' Association for the Bay & River Delaware 401(k) and Profit Sharing Plan (PA) $90M · 108
- Essentia Health 403(b) Plan (MN) $90M · 1,220
- Mary Washington Healthcare 401(k) Plan (VA) $90M · 1,775
Similar participant headcount
Nearest other-state filings by covered participants (531 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.