401(k) · DOL Form 5500 · 2024

Cerity Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
1,058
Participants Near avg headcount
92nd
Percentile by assets National rank
$123,644
Avg per participant Near avg balance/head
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Official DOL plan name: Cerity Partners 401(k) Plan · Sponsored by Cerity Partners Management LLC · California · Finance & Insurance

$131M in assets, 1,058 participants

Cerity Partners Management LLC's Cerity Partners 401(k) Plan reported $131M in total assets and 1,058 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,506 in Finance & Insurance (8,549 peers)

Where Cerity Partners 401(k) Plan sits by assets

Cerity Partners 401(k) Plan sits in the top 10% of all filed plans by assets, $131M for 1,058 participants (~$123,644/participant), up 45.1% in 2024.

#7,506
in Finance & Insurance (8,549 peers)
+45.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Cerity Partners 401(k) Plan's outsized position by total assets

Cerity Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$130,815,418 Top 8% higher than 92% 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

Cerity Partners 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cerity Partners 401(k) Plan lands in the large band (1,058 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cerity Partners 401(k) Plan reported participants rose from 531 in the plan year 2023 filing to 1,058 in the plan year 2024 filing.
  • Cerity Partners 401(k) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $131M in the plan year 2024 filing.
  • Cerity Partners 401(k) Plan reported net income fell from $43M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823417410 · Cerity Partners Management LLC PY 2024 · 401(k)

Cerity Partners 401(k) Plan · $131M · 1,058 · 92nd

  • TYPE $131M
  • NET 1,058
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near National Beef 401(k) Plan
  • SCH ind #7506

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 Finance & Insurance retirement plans → · Plans in California →

Cerity Partners 401(k) Plan in the asset neighbourhood

Arkema Inc. Retirement Savings (401(k)) Plan for Collectively Bargained EmployeesArkema Inc. Retirement Savin…$131MCerity Partners 401(k) Plan$131MNational Beef 401(k) Plan$131MFlexera Software LLC 401(k) PlanFlexera Software LLC 401(k) …$131MMountain West Anesthesia, L.L.C. Retirement PlanMountain West Anesthesia, L.…$131M
End-of-year total assets ($M) among Cerity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$131M
Net Income$41M
Employer EIN823417410
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cerity Partners Management LLC)

Sponsor-wide plan assets over time

All Cerity Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$131M 178.40683567417582% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $47M $131M ▲ +178.4%
Year Plans Participants Total Assets
2022 1 357 $47M
2023 1 531 $90M
2024 1 1,058 $131M

Nearby 401(k) Plans in California

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

Cerity Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cerity Partners 401(k) Plan, Total assets ($B): 0.130815418 · Participants: 1058Cerity Partners 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Cerity Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cerity Partners 401(k) Plan side-by-side with 3 peers →

Cerity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Beef 401(k) Plan in MO ($131M); by covered participants it is Meridian Industries, Inc. Retirement Plan in WI (1,058 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,058 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 Cerity Partners 401(k) Plan assets move in 2024? ▼
Cerity Partners 401(k) Plan surged - up 45.1% during 2024, from $90M to $131M. Reported net income was $41M.
How have Cerity Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cerity Partners Management LLC's sponsor-wide assets grew 178.4%, from $47M to $131M.
Where does Cerity Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Cerity Partners 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cerity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Beef 401(k) Plan in MO ($131M, 3,359 participants).
Which 401(k) plans cover a similar participant headcount to Cerity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meridian Industries, Inc. Retirement Plan in WI (1,058 participants, $83M 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 823417410.

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.