401(k) · DOL Form 5500 · 2022

Aristotle Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
150
Participants Small participant base
86th
Percentile by assets National rank
$256,141
Avg per participant Above avg balance/head
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Official DOL plan name: Aristotle Capital Management, LLC 401(k) Plan · Sponsored by Aristotle Capital Management, LLC · California · Finance & Insurance

$38M in assets, 150 participants

Aristotle Capital Management, LLC's Aristotle Capital Management, LLC 401(k) Plan reported $38M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,109 in Finance & Insurance (9,261 peers)

Coverage in California

Aristotle Capital Management, LLC 401(k) Plan covers 150 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $38M.

#7,109
in Finance & Insurance (9,261 peers)
-7.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aristotle Capital Management, LLC 401(k) Plan's outsized position by total assets

Aristotle Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$38,421,100 Top 14% higher than 86% 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

Aristotle Capital Management, LLC 401(k) 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. Aristotle Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (150 participants).

Published 5500 schedule card

Filing strip 954833644 · Aristotle Capital Management, LLC PY 2022 · 401(k)

Aristotle Capital Management, LLC 401(k) Plan · $38M · 150 · 86th

  • PHOTO $38M
  • PHOTO 150
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Carolina Anesthesiology Associates, PA 401(k) Plan
  • PHOTO ind #7109

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 Finance & Insurance retirement plans → · Plans in California →

Aristotle Capital Management, LLC 401(k) Plan in the asset neighbourhood

Cit Trucks Retirement Readiness PlanCit Trucks Retirement Readin…$38MCss-Dynamac 401(k) Plan$38MAristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$38MCarolina Anesthesiology Associates, PA 401(k) PlanCarolina Anesthesiology Asso…$38MFlorida Pediatric Associates 401(k) Profit Sharing PlanFlorida Pediatric Associates…$38M
End-of-year total assets ($M) among Aristotle Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN954833644
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aristotle Capital Management, LLC)

Sponsor-wide plan assets over time

All Aristotle Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 72.47126188474562% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.4M $66.3M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 150 $38M
2023 1 173 $54M
2024 1 228 $66M

Nearby 401(k) Plans in California

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

Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aristotle Capital Management, LLC 401(k) Plan, Total assets ($B): 0.0384211 · Participants: 150Aristotle Capital Management, LLC 401(k) 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
Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aristotle Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Aristotle Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carolina Anesthesiology Associates, PA 401(k) Plan in SC ($38M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Aristotle Capital Management, LLC 401(k) Plan assets move in 2022? ▼
Aristotle Capital Management, LLC 401(k) Plan pulled back noticeably - down 7.1% during 2022, from $41M to $38M. Reported net income was -$3M.
How have Aristotle Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aristotle Capital Management, LLC's sponsor-wide assets grew 72.5%, from $38M to $66M.
Where does Aristotle Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aristotle Capital Management, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carolina Anesthesiology Associates, PA 401(k) Plan in SC ($38M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A 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 954833644.

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.