401(k) · DOL Form 5500 · 2024

Cerulli Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
58
Participants Small participant base
72nd
Percentile by assets National rank
$378,843
Avg per participant High balance/head
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Official DOL plan name: Cerulli Associates, Inc. 401(k) Plan · Sponsored by Cerulli Associates, Inc. · Massachusetts · Professional & Technical Services

$22M in assets, 58 participants

Cerulli Associates, Inc.'s Cerulli Associates, Inc. 401(k) Plan reported $22M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,429 in Professional & Technical Services (20,173 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 $22M / 58 participants.

#14,429
in Professional & Technical Services (20,173 peers)
+20.1%
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 2024 · DOL Form 5500

$21,972,918 Top 28% higher than 72% 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

Cerulli Associates, Inc. 401(k) 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. Cerulli Associates, Inc. 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cerulli Associates, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Cerulli Associates, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cerulli Associates, Inc. 401(k) Plan reported participants fell from 60 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043172499 · Cerulli Associates, Inc. PY 2024 · 401(k)

Cerulli Associates, Inc. 401(k) Plan · $22M · 58 · 72nd

  • PHOTO $22M
  • PHOTO 58
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Hunter Industries Holding Company, Ltd. 401(k) Savings Plan
  • PHOTO ind #14429

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

Unchained Labs Retirement Savings PlanUnchained Labs Retirement Sa…$22MCerulli Associates, Inc. 401(k) PlanCerulli Associates, Inc. 401…$22MHunter Industries Holding Company, Ltd. 401(k) Savings PlanHunter Industries Holding Co…$22MBalsam Brands Inc. Retirement TrustBalsam Brands Inc. Retiremen…$22MWestern Partitions, Inc. 401(k) Profit Sharing PlanWestern Partitions, Inc. 401…$22M
End-of-year total assets ($M) among Cerulli Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
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): 0.021972918 · Participants: 58Cerulli Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 Hunter Industries Holding Company, Ltd. 401(k) Savings Plan in TX ($22M); by covered participants it is Palco Telecom Service, Inc. 401(k) in AL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Cerulli Associates, Inc. 401(k) Plan assets move in 2024? ▼
Cerulli Associates, Inc. 401(k) Plan grew sharply - up 20.1% during 2024, from $18M to $22M. 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 Hunter Industries Holding Company, Ltd. 401(k) Savings Plan in TX ($22M, 653 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 Palco Telecom Service, Inc. 401(k) in AL (58 participants, $4M 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 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.