401(k) · DOL Form 5500 · 2022

Ariel Investments, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
114
Participants Small participant base
84th
Percentile by assets National rank
$303,625
Avg per participant High balance/head
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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.

  • #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.

#6,944
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust's outsized position 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 $2,050,000,000 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

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust 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. Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 020712418 · Ariel Investments, LLC PY 2022 · 401(k)

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust · $35M · 114 · 84th

  • VS-ST $35M
  • BOY 114
  • SCH 84th
  • EBSA 401(k)
  • PART near Bradley Media Holdings, Inc 401(k) Plan
  • TYPE ind #6944

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 Illinois →

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust in the asset neighbourhood

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and TrustAriel Investments, LLC Emplo…$35MBradley Media Holdings, Inc 401(k) PlanBradley Media Holdings, Inc …$35MLeatherman Tool Group 401(k) Retirement PlanLeatherman Tool Group 401(k)…$35MCordell & Cordell 401 (K) PlanCordell & Cordell 401 (K) Pl…$35MJefferson Industries Corp. Retirement PlanJefferson Industries Corp. R…$35M
End-of-year total assets ($M) among Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Ariel Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 45.73429830196357% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.6M $50.4M ▲ +45.7%
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 ($B) Participants Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust, Total assets ($B): 0.034613215 · Participants: 114Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
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 Sharing and Savings Plan and Trust side-by-side with 3 peers →

Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bradley Media Holdings, Inc 401(k) Plan in DC ($35M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 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).
Which 401(k) plans cover a similar participant headcount to Ariel Investments, LLC Employees' Profit Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 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.