ESOP · DOL Form 5500 · 2022

Aarete, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
177
Participants Small participant base
91st
Percentile by assets National rank
$433,516
Avg per participant High balance/head
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Official DOL plan name: Aarete Employee Stock Ownership Plan · Sponsored by Aarete, Inc. · Illinois · Other Services

$77M in assets, 177 participants

Aarete, Inc.'s Aarete Employee Stock Ownership Plan reported $77M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,106 in Other Services (8,398 peers)

Coverage in Illinois

Aarete Employee Stock Ownership Plan covers 177 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $77M.

#8,106
in Other Services (8,398 peers)
-2.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

Aarete Employee Stock Ownership Plan's outsized position by total assets

Aarete Employee Stock Ownership Plan vs every filed plan by assets

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

$76,732,281 Top 9% higher than 91% 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

Aarete 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. Aarete Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

Form 5500 schedule snapshot

Filing strip 824403675 · Aarete, Inc. PY 2022 · ESOP

Aarete Employee Stock Ownership Plan · $77M · 177 · 91st

  • TYPE $77M
  • NET 177
  • BOOK 91st
  • VS-ST ESOP
  • BOY near Reasor's Holding Company Employee Stock Ownership Plan
  • SCH ind #8106

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 Illinois →

Aarete Employee Stock Ownership Plan in the asset neighbourhood

Berkel & Company Contractors, Inc. Employee Stock Ownership PlanBerkel & Company Contractors…$77MReasor's Holding Company Employee Stock Ownership PlanReasor's Holding Company Emp…$77MAarete Employee Stock Ownership PlanAarete Employee Stock Owners…$77MNorthern Factory Sales, Inc. Employee Stock Ownership Plan and TrustNorthern Factory Sales, Inc.…$77MTradehome Shoe Stores, Inc. Employee Stock Ownership Plan and TrustTradehome Shoe Stores, Inc. …$76M
End-of-year total assets ($M) among Aarete Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN824403675
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aarete, Inc.)

Sponsor-wide plan assets over time

All Aarete, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 92.00932786033039% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $76.7M $147M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 177 $77M
2023 2 525 $135M
2024 2 502 $147M

Nearby ESOP Plans in Illinois

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

Aarete Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Aarete Employee Stock Ownership Plan, Total assets ($B): 0.076732281 · Participants: 177Aarete Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Aarete Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Aarete Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Reasor's Holding Company Employee Stock Ownership Plan in OK ($77M); by covered participants it is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Aarete Employee Stock Ownership Plan assets move in 2022? ▼
Aarete Employee Stock Ownership Plan edged down modestly - down 2.7% during 2022, from $79M to $77M. Reported net income was $1M.
How have Aarete, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aarete, Inc.'s sponsor-wide assets grew 92.0%, from $77M to $147M.
Where does Aarete Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aarete Employee Stock Ownership Plan ranks in the 91st 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 Aarete Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reasor's Holding Company Employee Stock Ownership Plan in OK ($77M, 75 participants).
Which ESOP plans cover a similar participant headcount to Aarete Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants, $37M 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 824403675.

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.