401(k) · DOL Form 5500 · 2024

Celebration, Inc. 401(k) Plan

Data updated 2026-08-25

$778K
Total assets Small plan by assets
72
Participants Small participant base
21st
Percentile by assets National rank
$10,809
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

$778K in assets, 72 participants

Celebration, Inc.'s Celebration, Inc. Partner Investment Plan reported $778K in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,989 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Celebration, Inc. Partner Investment Plan ranks #1,989 of 3,672 2024 filers by assets (2514% of the sector average)-$778K for 72 participants.

#1,989
in Food Services & Accommodation (3,672 peers)
-4.3%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$778,236 21st percentile higher than 21% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Celebration, Inc. Partner Investment Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Celebration, Inc. Partner Investment Plan reported net income fell from $134K in the plan year 2023 filing to -$35K in the plan year 2024 filing.
  • Celebration, Inc. Partner Investment Plan reported participants fell from 83 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Celebration, Inc. Partner Investment Plan end-of-year assets fell from $813K in the plan year 2023 filing to $778K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751334136 · Celebration, Inc. PY 2024 · 401(k)

Celebration, Inc. Partner Investment Plan · $778K · 72 · 21st

  • PCT $778K
  • PCT 72
  • PCT 21st
  • PCT 401(k)
  • PCT near Shasta Ridge Enterprises Inc. 401(k) Plan
  • PCT ind #1989

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…$778KShasta Ridge Enterprises Inc. 401(k) PlanShasta Ridge Enterprises Inc…$778KAyni Homes Inc. 401(k) Plan$778KRuraljunction Brewind Company Inc 401(k) Profit Sharing PlanRuraljunction Brewind Compan…$778KHospital General Castaner Retirement PlanHospital General Castaner Re…$778K
End-of-year total assets ($M) among Celebration, Inc. Partner Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$813K
Net Assets (End of Year)$778K
Net Income-$35K
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): 0.000778236 · Participants: 72Celebration, Inc. Partner Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Shasta Ridge Enterprises Inc. 401(k) Plan in CA ($778K); by covered participants it is Hi-Tek Professional 401(k) Plan in PA (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Celebration, Inc. Partner Investment Plan edged down modestly - down 4.3% during 2024, from $813K to $778K. Reported net income was -$35K.
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 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Shasta Ridge Enterprises Inc. 401(k) Plan in CA ($778K, 5 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 Hi-Tek Professional 401(k) Plan in PA (72 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.