ESOP · DOL Form 5500 · 2022
Arete Associates, Inc. ESOP
Data updated 2026-08-11
- $63M
- Total assets
- 365
- Participants
- 90th
- Percentile by assets
- $171,271
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $63M
- total plan assets (2022 EOY)
- 365
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $171,271
- avg assets per participant
Arete Associates Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Arete Associates Employee Stock Ownership Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $8M |
| Employer EIN | 952954108 |
| Plan Effective Date | 2003-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arete Associates, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Arete Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Arete Associates Employee Stock Ownership Plan's numbers.
- By total assets, Arete Associates Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Arete Associates, Inc.'s sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans