401(k) · DOL Form 5500 · 2022

The Arete Initiative, Inc. 401(k) Plan

Data updated 2026-08-25

$312K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$62,310
Avg per participant Low balance/head
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Official DOL plan name: The Arete Initiative, Inc. 401(k) Profit Sharing Plan · Sponsored by The Arete Initiative, Inc. · Arizona · Retail Trade

$312K in assets, 5 participants

The Arete Initiative, Inc.'s The Arete Initiative, Inc. 401(k) Profit Sharing Plan reported $312K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,053 in Retail Trade (9,519 peers)

The Arete Initiative, Inc. multi-year trail

The Arete Initiative, Inc.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows The Arete Initiative, Inc. 401(k) Profit Sharing Plan at $312K / 5 participants.

#2,053
in Retail Trade (9,519 peers)
-34.9%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Arete Initiative, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$311,552 14th percentile higher than 14% of 139,123 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 2022

The Arete Initiative, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Arete Initiative, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 475505898 · The Arete Initiative, Inc. PY 2022 · 401(k)

The Arete Initiative, Inc. 401(k) Profit Sharing Plan · $312K · 5 · 14th

  • EOY $312K
  • EOY 5
  • EOY 14th
  • EOY 401(k)
  • EOY near Canyon & Red Rock 401(k) Plan
  • EOY ind #2053

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 Retail Trade retirement plans → · Plans in Arizona →

The Arete Initiative, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Arete Initiative, Inc. 401(k) Profit Sharing PlanThe Arete Initiative, Inc. 4…$312KCanyon & Red Rock 401(k) Plan$312KPan American Zinc LLC 401(k) Profit Sharing Plan & TrustPan American Zinc LLC 401(k)…$312KChoice Aviation Services Inc. 401(k) Retirement PlanChoice Aviation Services Inc…$312KA & M Brothers Pizza LLC 401(k) PlanA & M Brothers Pizza LLC 401…$312K
End-of-year total assets ($M) among The Arete Initiative, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Arete Initiative, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Arete Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$373K 19.568482949876746% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.31M $0.37M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 5 $312K
2023 1 5 $359K
2024 1 7 $373K

The Arete Initiative, Inc. filing trail (2022)

Total Assets (Beginning of Year)$479K
Net Assets (End of Year)$312K
Net Income-$167K
Employer EIN475505898
Plan Effective Date2015-11-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants The Arete Initiative, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000311552 · Participants: 5The Arete Initiative, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare The Arete Initiative, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Arete Initiative, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Canyon & Red Rock 401(k) Plan in UT ($312K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Arete Initiative, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
The Arete Initiative, Inc. 401(k) Profit Sharing Plan contracted severely - down 34.9% during 2022, from $479K to $312K. Reported net income was -$167K.
How have The Arete Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arete Initiative, Inc.'s sponsor-wide assets grew 19.6%, from $312K to $373K.
Where does The Arete Initiative, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Arete Initiative, Inc. 401(k) Profit Sharing Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Arete Initiative, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canyon & Red Rock 401(k) Plan in UT ($312K, 1,067 participants).
Which 401(k) plans cover a similar participant headcount to The Arete Initiative, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475505898.

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.