401(k) · DOL Form 5500 · 2022

Ariel Investments, LLC 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
114
Participants
84th
Percentile by assets
$303,625
Avg per participant
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Official DOL plan name: Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust · Sponsored by Ariel Investments, LLC · Illinois · Finance & Insurance

$35M in assets, 114 participants

Ariel Investments, LLC's Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust reported $35M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #6,944 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $35M.

$35M
total plan assets (2022 EOY)
114
covered participants
84th
percentile by assets (of 139,126 plans)
$303,625
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust sits by total assets

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust vs every filed plan by assets

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

$34,613,215 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust reports 114 participants - about 15% of that state average ($35M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN020712418
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ariel Investments, LLC)

$30M$35M$40M$45M$50M$55M 202220232024 $34.6M $50.4M ▲ +45.7%
Total plan assets by year, all Ariel Investments, LLC plans on file
Year Plans Participants Total Assets
2022 1 114 $35M
2023 1 122 $43M
2024 1 129 $50M

Nearby 401(k) Plans in Illinois

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

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ariel Investments, L…, Total assets ($B): 0.034613215 · Participants: 114Ariel Investments, L…State Farm 401(k) Sa…, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Sa…Accenture United Sta…, Total assets ($B): 14.283954811 · Participants: 66653Accenture United Sta…Abbott Laboratories …, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement…
Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ariel Investments, LLC Employees' Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust assets move in 2022? ▼
Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust declined sharply - down 16.4% during 2022, from $41M to $35M. Reported net income was -$7M.
How have Ariel Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ariel Investments, LLC's sponsor-wide assets grew 45.7%, from $35M to $50M.
Where does Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust ranks in the 84th 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 Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bradley Media Holdings, Inc 401(k) Plan in DC ($35M, 141 participants).

Next read for Ariel Investments, LLC Employees' Profit…

Filing takeaways

Ways to act on Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust's numbers.

  • By total assets, Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Ariel Investments, LLC's sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 020712418.

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.