401(k) · DOL Form 5500 · 2023
Aetos Alternatives Management, LP 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $814,325
- Avg per participant High balance/head
Official DOL plan name: Aetos Alternatives Management, LP 401(k) Employee Savings Plan · Sponsored by Aetos Alternatives Management, LP · New York · Finance & Insurance
$24M in assets, 29 participants
Aetos Alternatives Management, LP's Aetos Alternatives Management, LP 401(k) Employee Savings Plan reported $24M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,590 in Finance & Insurance (8,869 peers)
Where Aetos Alternatives Management, LP 401(k) Employee Savings Plan sits by assets
Aetos Alternatives Management, LP 401(k) Employee Savings Plan sits in the top quartile of all filed plans by assets, $24M for 29 participants (~$814,325/participant), up 19.2% in 2023.
- #5,590
- in Finance & Insurance (8,869 peers)
- +19.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Aetos Alternatives Management, LP 401(k) Employee Savings Plan's outsized position by total assets
Aetos Alternatives Management, LP 401(k) Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,615,416 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Aetos Alternatives Management, LP 401(k) Employee Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aetos Alternatives Management, LP 401(k) Employee Savings Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aetos Alternatives Management, LP 401(k) Employee Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Aetos Alternatives Management, LP 401(k) Employee Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Aetos Alternatives Management, LP 401(k) Employee Savings Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 134048966 · Aetos Alternatives Management, LP PY 2023 · 401(k)
Aetos Alternatives Management, LP 401(k) Employee Savings Plan · $24M · 29 · 76th
- BOOK $24M
- VS-ST 29
- BOY 76th
- SCH 401(k)
- EBSA near West Homestead Engineering Machine Co. 401(k) Plan
- PART ind #5590
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 New York →
Aetos Alternatives Management, LP 401(k) Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 134048966 |
| Plan Effective Date | 1999-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aetos Alternatives Management, LP)
Sponsor-wide plan assets over time
All Aetos Alternatives Management, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 29.868587089645054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $20M |
| 2023 | 1 | 29 | $24M |
| 2024 | 1 | 28 | $26M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Aetos Alternatives Management, LP 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is West Homestead Engineering Machine Co. 401(k) Plan in PA ($24M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
- Kizer Pharmacy, LLC Safe Harbor 401(k) Plan (TN) 29 · 0 off
- Pence Wealth Management, Inc. 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Bertrand, Fox & Elliot 401(k) Profit Sharing Plan (CA) 29 · 0 off
- Cooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement Plan (PR) 29 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.