401(k) · DOL Form 5500 · 2023

Cerulli Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
60
Participants Small participant base
71st
Percentile by assets National rank
$304,921
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cerulli Associates, Inc. 401(k) Plan · Sponsored by Cerulli Associates, Inc. · Massachusetts · Professional & Technical Services

$18M in assets, 60 participants

Cerulli Associates, Inc.'s Cerulli Associates, Inc. 401(k) Plan reported $18M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,332 in Professional & Technical Services (20,321 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 $18M / 60 participants.

#14,332
in Professional & Technical Services (20,321 peers)
+27.0%
assets growth YoY

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 2023 · DOL Form 5500

$18,295,252 Top 29% higher than 71% of 127,068 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 2023

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

Plan-year 2023 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 (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cerulli Associates, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cerulli Associates, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Cerulli Associates, Inc. 401(k) Plan reported participants rose from 54 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043172499 · Cerulli Associates, Inc. PY 2023 · 401(k)

Cerulli Associates, Inc. 401(k) Plan · $18M · 60 · 71st

  • EBSA $18M
  • PART 60
  • TYPE 71st
  • NET 401(k)
  • BOOK near Xactus LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #14332

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…$18MXactus LLC 401(k) Profit Sharing Plan & TrustXactus LLC 401(k) Profit Sha…$18MPaul B. Zimmerman, Inc. 401(k) PlanPaul B. Zimmerman, Inc. 401(…$18MCardinal Law Group, Ltd Retirement PlanCardinal Law Group, Ltd Reti…$18MBarr Brands International, Inc. 401(k) PlanBarr Brands International, I…$18M
End-of-year total assets ($M) among Cerulli Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cerulli Associates, Inc. 401(k) Plan, Total assets ($B): 0.018295252 · Participants: 60Cerulli Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Xactus LLC 401(k) Profit Sharing Plan & Trust in PA ($18M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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.

Frequently Asked Questions

How did Cerulli Associates, Inc. 401(k) Plan assets move in 2023? ▼
Cerulli Associates, Inc. 401(k) Plan grew sharply - up 27.0% during 2023, from $14M to $18M. Reported net income was $4M.
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 Xactus LLC 401(k) Profit Sharing Plan & Trust in PA ($18M, 545 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 Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.