401(k) · DOL Form 5500 · 2023

Celebration, Inc. 401(k) Plan

Data updated 2026-08-25

$813K
Total assets Small plan by assets
83
Participants Small participant base
22nd
Percentile by assets National rank
$9,799
Avg per participant Low balance/head
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Official DOL plan name: Celebration, Inc. Partner Investment Plan · Sponsored by Celebration, Inc. · Texas · Food Services & Accommodation

$813K in assets, 83 participants

Celebration, Inc.'s Celebration, Inc. Partner Investment Plan reported $813K in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,153 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Celebration, Inc. Partner Investment Plan ranks #2,153 of 3,828 2023 filers by assets (2406% of the sector average)-$813K for 83 participants.

#2,153
in Food Services & Accommodation (3,828 peers)
+19.7%
assets growth YoY

Celebration, Inc. Partner Investment Plan among the smaller filed plans by assets

Celebration, Inc. Partner Investment Plan vs every filed plan by assets

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

$813,319 22nd percentile higher than 22% 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

Celebration, Inc. Partner Investment 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. Celebration, Inc. Partner Investment Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Celebration, Inc. Partner Investment Plan reported net income rose from -$102K in the plan year 2022 filing to $134K in the plan year 2023 filing.
  • Celebration, Inc. Partner Investment Plan reported participants rose from 50 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Celebration, Inc. Partner Investment Plan end-of-year assets rose from $679K in the plan year 2022 filing to $813K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751334136 · Celebration, Inc. PY 2023 · 401(k)

Celebration, Inc. Partner Investment Plan · $813K · 83 · 22nd

  • VS-ST $813K
  • BOY 83
  • SCH 22nd
  • EBSA 401(k)
  • PART near Hcd International 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2153

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 Food Services & Accommodation retirement plans → · Plans in Texas →

Celebration, Inc. Partner Investment Plan in the asset neighbourhood

Celebration, Inc. Partner Investment PlanCelebration, Inc. Partner In…$813KHcd International 401(k) Profit Sharing Plan & TrustHcd International 401(k) Pro…$813KThe Eisenberg Group, a. C. Cpas 401(k) Savings PlanThe Eisenberg Group, a. C. C…$813KThe Alan W. Raetz Solo 401(k) PlanThe Alan W. Raetz Solo 401(k…$813KThe Consumer Compass Inc 401(k)The Consumer Compass Inc 401…$813K
End-of-year total assets ($M) among Celebration, Inc. Partner Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$679K
Net Assets (End of Year)$813K
Net Income$134K
Employer EIN751334136
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celebration, Inc.)

Sponsor-wide plan assets over time

All Celebration, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$778K 14.549396590171462% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.68M $0.78M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 50 $679K
2023 1 83 $813K
2024 1 72 $778K

Nearby 401(k) Plans in Texas

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

Celebration, Inc. Partner Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Celebration, Inc. Partner Investment Plan, Total assets ($B): 0.000813319 · Participants: 83Celebration, Inc. Partner Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Celebration, Inc. Partner Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Celebration, Inc. Partner Investment Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Hcd International 401(k) Profit Sharing Plan & Trust in MD ($813K); by covered participants it is Southern Tea, LLC New Jersey 401(k) Plan in GA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Celebration, Inc. Partner Investment Plan assets move in 2023? ▼
Celebration, Inc. Partner Investment Plan grew sharply - up 19.7% during 2023, from $679K to $813K. Reported net income was $134K.
How have Celebration, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celebration, Inc.'s sponsor-wide assets grew 14.5%, from $679K to $778K.
Where does Celebration, Inc. Partner Investment Plan rank by assets among Form 5500 filers? ▼
Celebration, Inc. Partner Investment Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Celebration, Inc. Partner Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcd International 401(k) Profit Sharing Plan & Trust in MD ($813K, 105 participants).
Which 401(k) plans cover a similar participant headcount to Celebration, Inc. Partner Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Tea, LLC New Jersey 401(k) Plan in GA (83 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 751334136.

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.