401(k) · DOL Form 5500 · 2022
Aeries Software, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $92,737
- Avg per participant Below avg balance/head
Official DOL plan name: Aeries Software, Inc. 401(k) Profit Sharing Plan · Sponsored by Aeries Software, Inc. · California · Professional & Technical Services
$11M in assets, 117 participants
Aeries Software, Inc.'s Aeries Software, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,150 in Professional & Technical Services (21,562 peers)
Coverage in California
Aeries Software, Inc. 401(k) Profit Sharing Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $11M.
- #14,150
- in Professional & Technical Services (21,562 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aeries Software, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Aeries Software, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,850,255 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aeries Software, Inc. 401(k) Profit Sharing 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. Aeries Software, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (117 participants).
EBSA filing schedule strip
Filing strip 330427993 · Aeries Software, Inc. PY 2022 · 401(k)
Aeries Software, Inc. 401(k) Profit Sharing Plan · $11M · 117 · 67th
- SCH $11M
- SCH 117
- SCH 67th
- SCH 401(k)
- SCH near Awa 401(k) Plan
- SCH ind #14150
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 Professional & Technical Services retirement plans → · Plans in California →
Aeries Software, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 330427993 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aeries Software, Inc.)
Sponsor-wide plan assets over time
All Aeries Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 6.083525225904829% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $11M |
| 2023 | 1 | 128 | $12M |
| 2024 | 1 | 128 | $12M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Aeries Software, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Awa 401(k) Plan in TX ($11M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Awa 401(k) Plan (TX) $11M · 237
- Newton Consulting, LLC 401(k) Plan (PA) $11M · 171
- Dorel U.S.a. Associates 401(k) Retirement Plan (IN) $11M · 573
- Cumberland Heights Foundation, Inc. 401(k) Retirement Plan (TN) $11M · 317
Similar participant headcount
Nearest other-state filings by covered participants (117 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.