ESOP · DOL Form 5500 · 2022
Aarete, Inc. ESOP
Data updated 2026-08-11
- $77M
- Total assets
- 177
- Participants
- 91st
- Percentile by assets
- $433,516
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $77M
- total plan assets (2022 EOY)
- 177
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $433,516
- avg assets per participant
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Aarete Employee Stock Ownership Plan reports 177 participants - about 23% of that state average ($77M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 824403675 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aarete, Inc.)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Aarete Employee Stock Ownership Plan by total assets, not by location.
- Reasor's Holding Company Employee Stock Ownership Plan (OK) $77M · 75
- Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust (MN) $77M · 85
- Berkel & Company Contractors, Inc. Employee Stock Ownership Plan (KS) $77M · 377
- Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and Trust (MN) $76M · 279
Frequently Asked Questions
How did Aarete Employee Stock Ownership Plan assets move in 2022? ▼
How have Aarete, Inc. plan assets changed over time? ▼
Where does Aarete Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Aarete Employee Stock Ownership Plan? ▼
Next read for Aarete Employee Stock Ownership Plan
Filing takeaways
Ways to act on Aarete Employee Stock Ownership Plan's numbers.
- By total assets, Aarete 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 Illinois. Compare plans
- Aarete, Inc.'s sponsor-wide assets have grown 92.0% since 2022 across 3 plan years on file. More Other Services plans