401(k) · DOL Form 5500 · 2022

Arete Associates 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
362
Participants Below avg headcount
94th
Percentile by assets National rank
$398,306
Avg per participant High balance/head
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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.

  • #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.

#20,605
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$144,186,924 Top 6% higher than 94% 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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan sits mid-pack in the medium band (362 participants).

DOL schedule card

Filing strip 952954108 · Arete Associates PY 2022 · 401(k)

Arete Associates 401(k) Profit Sharing Plan · $144M · 362 · 94th

  • EIN $144M
  • RANK 362
  • PHOTO 94th
  • IND 401(k)
  • EOY near Mueller Industries, Inc. 401(k) Plan
  • 5500 ind #20605

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 Professional & Technical Services retirement plans → · Plans in California →

Arete Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Dovel Technologies, LLC Group 401(k) PlanDovel Technologies, LLC Grou…$144MArete Associates 401(k) Profit Sharing PlanArete Associates 401(k) Prof…$144MMueller Industries, Inc. 401(k) PlanMueller Industries, Inc. 401…$144MUnited Cleanup Oak Ridge Retirement Savings PlanUnited Cleanup Oak Ridge Ret…$144MCmt Profit Sharing/401(k) PlanCmt Profit Sharing/401(k) Pl…$144M
End-of-year total assets ($M) among Arete Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$144M
Net Income-$34M
Employer EIN952954108
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arete Associates)

Sponsor-wide plan assets over time

All Arete Associates 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 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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Arete Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.144186924 · Participants: 362Arete Associates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Arete Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Arete Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mueller Industries, Inc. 401(k) Plan in TN ($144M); by covered participants it is Choice Investments Savings Plan in WV (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($144M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 401(k) Profit Sharing Plan assets move in 2022? ▼
Arete Associates 401(k) Profit Sharing Plan declined sharply - down 18.9% during 2022, from $178M to $144M. Reported net income was -$34M.
How have Arete Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arete Associates's sponsor-wide assets grew 31.0%, from $207M to $271M.
Where does Arete Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Arete Associates 401(k) Profit Sharing Plan ranks in the 94th 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 401(k) plans are similar in size to Arete Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mueller Industries, Inc. 401(k) Plan in TN ($144M, 2,347 participants).
Which 401(k) plans cover a similar participant headcount to Arete Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choice Investments Savings Plan in WV (362 participants, $14M 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.