401(k) · DOL Form 5500 · 2023

Celonis, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
957
Participants Near avg headcount
85th
Percentile by assets National rank
$48,245
Avg per participant Low balance/head
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Official DOL plan name: Celonis, Inc. 401(k) Plan · Sponsored by Celonis, Inc. · New York · Information & Media

$46M in assets, 957 participants

Celonis, Inc.'s Celonis, Inc. 401(k) Plan reported $46M in total assets and 957 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,211 in Information & Media (2,818 peers)

Where Celonis, Inc. 401(k) Plan sits by assets

Celonis, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 957 participants (~$48,245/participant), up 72.2% in 2023.

#2,211
in Information & Media (2,818 peers)
+72.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$46,170,460 Top 15% higher than 85% 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

Celonis, Inc. 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. Celonis, Inc. 401(k) Plan sits mid-pack in the medium band (957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Celonis, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Celonis, Inc. 401(k) Plan reported net income rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Celonis, Inc. 401(k) Plan reported participants rose from 722 in the plan year 2022 filing to 957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 611797223 · Celonis, Inc. PY 2023 · 401(k)

Celonis, Inc. 401(k) Plan · $46M · 957 · 85th

  • EBSA $46M
  • EBSA 957
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Sonny's Enterprises, LLC 401(k) Profit Plan
  • EBSA ind #2211

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 Information & Media retirement plans → · Plans in New York →

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

Cumberland Family Medical Center Safe Harbor 401(k) PlanCumberland Family Medical Ce…$46MThe Ipeg, Inc. Savings Plan$46MCelonis, Inc. 401(k) Plan$46MSonny's Enterprises, LLC 401(k) Profit PlanSonny's Enterprises, LLC 401…$46MIntercept Pharma 401(k) Plan$46M
End-of-year total assets ($M) among Celonis, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$46M
Net Income$19M
Employer EIN611797223
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celonis, Inc.)

Sponsor-wide plan assets over time

All Celonis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 129.61831635064866% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $26.8M $61.6M ▲ +129.6%
Year Plans Participants Total Assets
2022 1 722 $27M
2023 1 957 $46M
2024 1 834 $62M

Nearby 401(k) Plans in New York

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

Celonis, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Celonis, Inc. 401(k) Plan, Total assets ($B): 0.04617046 · Participants: 957Celonis, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Celonis, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Celonis, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Sonny's Enterprises, LLC 401(k) Profit Plan in FL ($46M); by covered participants it is Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan in OH (957 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (957 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 Celonis, Inc. 401(k) Plan assets move in 2023? ▼
Celonis, Inc. 401(k) Plan surged - up 72.2% during 2023, from $27M to $46M. Reported net income was $19M.
How have Celonis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celonis, Inc.'s sponsor-wide assets grew 129.6%, from $27M to $62M.
Where does Celonis, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Celonis, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Celonis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonny's Enterprises, LLC 401(k) Profit Plan in FL ($46M, 1,546 participants).
Which 401(k) plans cover a similar participant headcount to Celonis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan in OH (957 participants, $207M 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 611797223.

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.