Profit Sharing · DOL Form 5500 · 2023

Celeris Systems, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
29th
Percentile by assets National rank
$59,000
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Celeris Systems Inc Profit Sharing Plan · Sponsored by Celeris Systems, Inc. · California · Professional & Technical Services

$2M in assets, 29 participants

Celeris Systems, Inc.'s Celeris Systems Inc Profit Sharing Plan reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,938 in Professional & Technical Services (20,321 peers)

Celeris Systems, Inc. multi-year trail

Celeris Systems, Inc.'s plans moved -13.3% in assets from 2022 to 2024; this filing shows Celeris Systems Inc Profit Sharing Plan at $2M / 29 participants.

#4,938
in Professional & Technical Services (20,321 peers)
-20.0%
assets change YoY

The plan reported a net loss of $428K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Celeris Systems Inc Profit Sharing Plan among the smaller filed plans by assets

Celeris Systems Inc Profit Sharing Plan vs every filed plan by assets

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

$1,710,986 29th percentile higher than 29% 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

Celeris Systems Inc Profit Sharing 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. Celeris Systems Inc Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Celeris Systems Inc Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$428K in the plan year 2023 filing.
  • Celeris Systems Inc Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Celeris Systems Inc Profit Sharing Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203227790 · Celeris Systems, Inc. PY 2023 · Profit Sharing

Celeris Systems Inc Profit Sharing Plan · $2M · 29 · 29th

  • IND $2M
  • IND 29
  • IND 29th
  • IND Profit Sharing
  • IND near Daniel a Goggin Md PA Ees PA Plan and Trust
  • IND ind #4938

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 California →

Celeris Systems Inc Profit Sharing Plan in the asset neighbourhood

Celeris Systems Inc Profit Sharing PlanCeleris Systems Inc Profit S…$2MDaniel a Goggin Md PA Ees PA Plan and TrustDaniel a Goggin Md PA Ees PA…$2MWestern Plumbing of Bozeman Employee Profit Sharing PlanWestern Plumbing of Bozeman …$2MRubin & Rubin Profit Sharing PlanRubin & Rubin Profit Sharing…$2MGrossman Podiatry Center Retirement PlanGrossman Podiatry Center Ret…$2M
End-of-year total assets ($M) among Celeris Systems Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Celeris Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Celeris Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.333314630671525% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $2.14M $1.85M ▼ -13.6%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 29 $2M
2024 1 35 $2M

Celeris Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$428K
Employer EIN203227790
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Celeris Systems Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Celeris Systems Inc Profit Sharing Plan, Total assets ($B): 0.001710986 · Participants: 29Celeris Systems Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Celeris Systems Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Celeris Systems Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Daniel a Goggin Md PA Ees PA Plan and Trust in TX ($2M); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Celeris Systems Inc Profit Sharing Plan assets move in 2023?
Celeris Systems Inc Profit Sharing Plan declined sharply - down 20.0% during 2023, from $2M to $2M. Reported net income was -$428K.
How have Celeris Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Celeris Systems, Inc.'s sponsor-wide assets declined 13.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Celeris Systems Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Daniel a Goggin Md PA Ees PA Plan and Trust in TX ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Celeris Systems Inc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is K.D.G., Inc. Profit Sharing Plan in IN (29 participants, $2M in assets).