401(k) · DOL Form 5500 · 2024

Caerus US 1 Inc. 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size: 1,631
Participants Near avg headcount: 90th
Percentile by assets National rank: $59,201
Avg per participant Low balance/head

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Official DOL plan name: Norstella 401(k) Profit Sharing Plan · Sponsored by Caerus US 1 Inc. · New York · Manufacturing

$97M in assets, 1,631 participants

Caerus US 1 Inc.'s Norstella 401(k) Profit Sharing Plan reported $97M in total assets and 1,631 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

#15,193 in Manufacturing (17,777 peers)

Coverage in New York

Norstella 401(k) Profit Sharing Plan covers 1,631 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $97M.

#15,193
in Manufacturing (17,777 peers): +39.3%
assets growth YoY: 1.0×
vs typical plan assets (national mean)

Norstella 401(k) Profit Sharing Plan's outsized position by total assets

Norstella 401(k) Profit Sharing Plan vs every filed plan by assets

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

$96,556,720 Top 10% higher than 90% 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

Norstella 401(k) Profit Sharing 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. Norstella 401(k) Profit Sharing Plan lands in the large band (1,631 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Norstella 401(k) Profit Sharing Plan reported participants rose from 301 in the plan year 2023 filing to 1,631 in the plan year 2024 filing.
Norstella 401(k) Profit Sharing Plan reported net income rose from $13M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 880547633 · Caerus US 1 Inc. PY 2024 · 401(k)

Norstella 401(k) Profit Sharing Plan · $97M · 1,631 · 90th

SCH $97M
SCH 1,631
SCH 90th
SCH 401(k)
SCH near Cpm Acquisition Corp. 401(k) Retirement Plan
SCH ind #15193

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 Manufacturing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Norstella 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$69M
Net Assets (End of Year)	$97M
Net Income	$27M
Employer EIN	880547633
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Caerus US 1 Inc.)

Latest sponsor-wide plan assets: $97M; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	301	N/A
2024	1	1,631	$97M

Nearby 401(k) Plans in New York

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

Norstella 401(k) Profit Sharing 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 Norstella 401(k) Profit Sharing Plan side-by-side with 3 peers →

Norstella 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cpm Acquisition Corp. 401(k) Retirement Plan in IA ($97M); by covered participants it is Willdan Group, Inc 401(k) Plan in CA (1,631 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Cpm Acquisition Corp. 401(k) Retirement Plan (IA) $97M · 804
Advisor360 401(k) P/S Plan (MA) $97M · 494
Ach Food Companies, Inc. Thrift Plan (IL) $97M · 360
Retirement Plan for Employees of American Property Casualty Insurance Association (IL) $97M · 153

Similar participant headcount

Nearest other-state filings by covered participants (1,631 participants); asset peers above are excluded.

Willdan Group, Inc 401(k) Plan (CA) 1,631 · 0 off
Txnm Energy, Inc. Retirement Savings Plan (NM) 1,631 · 0 off
Leadec Corp. 401(k) Plan (OH) 1,631 · 0 off
Ai Fire, LLC 401(k) Plan (TX) 1,631 · 0 off

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 Norstella 401(k) Profit Sharing Plan assets move in 2024? ▼

Norstella 401(k) Profit Sharing Plan surged - up 39.3% during 2024, from $69M to $97M. Reported net income was $27M.

Where does Norstella 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Norstella 401(k) Profit Sharing Plan ranks in the 90th 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 Norstella 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cpm Acquisition Corp. 401(k) Retirement Plan in IA ($97M, 804 participants).

Which 401(k) plans cover a similar participant headcount to Norstella 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Willdan Group, Inc 401(k) Plan in CA (1,631 participants, $149M 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 880547633.