401(k) · DOL Form 5500 · 2024

Celonis, Inc. 401(k) Plan

Data updated 2026-08-11

$62M
Total assets: 834
Participants: 86th
Percentile by assets: $73,805
Avg per participant

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.

86th percentile by assets (of 123,622 plans)
#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.

$62M
total plan assets (2024 EOY): 834
covered participants: 86th
percentile by assets (of 123,622 plans): $73,805
avg assets per participant

Where Celonis, Inc. 401(k) Plan sits 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

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 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 →

State

New York

Industry

Information & Media

Celonis, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Celonis, Inc. 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$46M
Net Assets (End of Year)	$62M
Net Income	$15M
Employer EIN	611797223
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Celonis, Inc.)

Total plan assets by year, all Celonis, Inc. plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Celonis, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Celonis, Inc. 401(k) Plan by total assets, not by location.

Ironroad, Inc. Retirement Savings Plan (OH) $62M · 948
Tumi, Inc. Profit Sharing/401(k) Plan (NJ) $62M · 878
Sankyo Holdings, Inc. 401(k)Plan (CA) $62M · 259
Savings Plan for Employees of Plastic Omnium Auto Exteriors, L.L.C. (SC) $62M · 1,599

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).

Next read for Celonis, Inc. 401(k) Plan

Scale reading

Ways to act on Celonis, Inc. 401(k) Plan's numbers.

By total assets, Celonis, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Celonis, Inc.'s sponsor-wide assets have grown 129.6% since 2022 across 3 plan years on file. More Information & Media plans

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.