401(k) · DOL Form 5500 · 2022
Arete Associates 401(k) Plan
Data updated 2026-08-11
- $144M
- Total assets
- 362
- Participants
- 94th
- Percentile by assets
- $398,306
- Avg per participant
Official DOL plan name: Arete Associates 401(k) Profit Sharing Plan · Sponsored by Arete Associates · California · Professional & Technical Services
$144M in assets, 362 participants
Arete Associates's Arete Associates 401(k) Profit Sharing Plan reported $144M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #20,605 in Professional & Technical Services (21,562 peers)
Where Arete Associates 401(k) Profit Sharing Plan sits by assets
Arete Associates 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $144M for 362 participants (~$398,306/participant), down 18.9% in 2022.
- $144M
- total plan assets (2022 EOY)
- 362
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $398,306
- avg assets per participant
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Arete Associates 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, Arete Associates 401(k) Profit Sharing Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$34M |
| Employer EIN | 952954108 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arete Associates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 727 | $207M |
| 2023 | 2 | 765 | $240M |
| 2024 | 2 | 758 | $271M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Arete Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Arete Associates 401(k) Profit Sharing Plan by total assets, not by location.
- Mueller Industries, Inc. 401(k) Plan (TN) $144M · 2,347
- United Cleanup Oak Ridge Retirement Savings Plan (TN) $144M · 701
- Dovel Technologies, LLC Group 401(k) Plan (VA) $144M · 1,913
- Cmt Profit Sharing/401(k) Plan (IL) $144M · 365
Frequently Asked Questions
How did Arete Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Arete Associates plan assets changed over time? ▼
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Scale reading
Ways to act on Arete Associates 401(k) Profit Sharing Plan's numbers.
- By total assets, Arete Associates 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Arete Associates's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans