401(k) · DOL Form 5500 · 2024

Celonis, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
834
Participants Near avg headcount
86th
Percentile by assets National rank
$73,805
Avg per participant Below avg balance/head
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Official DOL plan name: Celonis, Inc. 401(k) Plan · Sponsored by Celonis, Inc. · New York · Information & Media

$62M in assets, 834 participants

Celonis, Inc.'s Celonis, Inc. 401(k) Plan reported $62M in total assets and 834 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,290 in Information & Media (2,822 peers)

Where Celonis, Inc. 401(k) Plan sits by assets

Celonis, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 834 participants (~$73,805/participant), up 33.3% in 2024.

#2,290
in Information & Media (2,822 peers)
+33.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Celonis, Inc. 401(k) Plan's outsized position by total assets

Celonis, Inc. 401(k) Plan vs every filed plan by assets

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

$61,553,580 Top 14% higher than 86% 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

Celonis, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Celonis, Inc. 401(k) Plan sits mid-pack in the medium band (834 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Celonis, Inc. 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Celonis, Inc. 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Celonis, Inc. 401(k) Plan reported participants fell from 957 in the plan year 2023 filing to 834 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611797223 · Celonis, Inc. PY 2024 · 401(k)

Celonis, Inc. 401(k) Plan · $62M · 834 · 86th

  • ASSETS $62M
  • ASSETS 834
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Ironroad, Inc. Retirement Savings Plan
  • ASSETS ind #2290

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 Information & Media retirement plans → · Plans in New York →

Celonis, Inc. 401(k) Plan in the asset neighbourhood

Tumi, Inc. Profit Sharing/401(k) PlanTumi, Inc. Profit Sharing/40…$62MSavings Plan for Employees of Plastic Omnium Auto Exteriors, L.L.C.Savings Plan for Employees o…$62MIronroad, Inc. Retirement Savings PlanIronroad, Inc. Retirement Sa…$62MCelonis, Inc. 401(k) Plan$62MSankyo Holdings, Inc. 401(k)PlanSankyo Holdings, Inc. 401(k)…$62M
End-of-year total assets ($M) among Celonis, Inc. 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)$46M
Net Assets (End of Year)$62M
Net Income$15M
Employer EIN611797223
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celonis, Inc.)

Sponsor-wide plan assets over time

All Celonis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 129.61831635064866% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $26.8M $61.6M ▲ +129.6%
Year Plans Participants Total Assets
2022 1 722 $27M
2023 1 957 $46M
2024 1 834 $62M

Nearby 401(k) Plans in New York

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

Celonis, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Celonis, Inc. 401(k) Plan, Total assets ($B): 0.06155358 · Participants: 834Celonis, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Celonis, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Celonis, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ironroad, Inc. Retirement Savings Plan in OH ($62M); by covered participants it is Altus Group 401(k) Plan in TX (834 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (834 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 Celonis, Inc. 401(k) Plan assets move in 2024? ▼
Celonis, Inc. 401(k) Plan surged - up 33.3% during 2024, from $46M to $62M. Reported net income was $15M.
How have Celonis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Celonis, Inc.'s sponsor-wide assets grew 129.6%, from $27M to $62M.
Where does Celonis, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Celonis, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Celonis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ironroad, Inc. Retirement Savings Plan in OH ($62M, 948 participants).
Which 401(k) plans cover a similar participant headcount to Celonis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altus Group 401(k) Plan in TX (834 participants, $97M 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 611797223.

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.