ESOP · DOL Form 5500 · 2022

Arete Associates, Inc. ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
365
Participants Below avg headcount
90th
Percentile by assets National rank
$171,271
Avg per participant Above avg balance/head
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Official DOL plan name: Arete Associates Employee Stock Ownership Plan · Sponsored by Arete Associates, Inc. · California · Professional & Technical Services

$63M in assets, 365 participants

Arete Associates, Inc.'s Arete Associates Employee Stock Ownership Plan reported $63M in total assets and 365 participants in its 2022 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.

  • #19,576 in Professional & Technical Services (21,562 peers)

Where Arete Associates Employee Stock Ownership Plan sits by assets

Arete Associates Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $63M for 365 participants (~$171,271/participant), up 12.1% in 2022.

#19,576
in Professional & Technical Services (21,562 peers)
+12.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Arete Associates Employee Stock Ownership Plan's outsized position by total assets

Arete Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$62,513,820 Top 10% higher than 90% 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

Arete Associates Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arete Associates Employee Stock Ownership Plan sits mid-pack in the medium band (365 participants).

EBSA filing schedule strip

Filing strip 952954108 · Arete Associates, Inc. PY 2022 · ESOP

Arete Associates Employee Stock Ownership Plan · $63M · 365 · 90th

  • BOY $63M
  • SCH 365
  • EBSA 90th
  • PART ESOP
  • TYPE near Cci Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #19576

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 What is an ESOP? → · Plans in California →

Arete Associates Employee Stock Ownership Plan in the asset neighbourhood

The Walman Optical Company Employee Stock Ownership PlanThe Walman Optical Company E…$63MCci Holdings, Inc. Employee Stock Ownership PlanCci Holdings, Inc. Employee …$63MArete Associates Employee Stock Ownership PlanArete Associates Employee St…$63MPioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership PlanPioneer Cladding & Glazing S…$62MESOP of Umb$62M
End-of-year total assets ($M) among Arete Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$58M
Net Income$8M
Employer EIN952954108
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arete Associates, Inc.)

Sponsor-wide plan assets over time

All Arete Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$271M 30.993289022704246% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $271M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 727 $207M
2023 2 765 $240M
2024 2 758 $271M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Arete Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Arete Associates Employee Stock Ownership Plan, Total assets ($B): 0.06251382 · Participants: 365Arete Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Arete Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Arete Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Arete Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Cci Holdings, Inc. Employee Stock Ownership Plan in IN ($63M); by covered participants it is Theracare of New York, Inc. Employee Stock Ownership Plan in NY (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Arete Associates Employee Stock Ownership Plan assets move in 2022? ▼
Arete Associates Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2022, from $56M to $63M. Reported net income was $8M.
How have Arete Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arete Associates, Inc.'s sponsor-wide assets grew 31.0%, from $207M to $271M.
Where does Arete Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Arete Associates Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Arete Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cci Holdings, Inc. Employee Stock Ownership Plan in IN ($63M, 105 participants).
Which ESOP plans cover a similar participant headcount to Arete Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Theracare of New York, Inc. Employee Stock Ownership Plan in NY (364 participants, $11K 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 952954108.

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.