401(k) · DOL Form 5500 · 2023

The Arete Initiative, Inc. 401(k) Plan

Data updated 2026-08-25

$359K
Total assets Small plan by assets
5
Participants Small participant base
15th
Percentile by assets National rank
$71,834
Avg per participant Below avg balance/head
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Official DOL plan name: The Arete Initiative, Inc. 401(k) Profit Sharing Plan · Sponsored by The Arete Initiative, Inc. · Arizona · Retail Trade

$359K in assets, 5 participants

The Arete Initiative, Inc.'s The Arete Initiative, Inc. 401(k) Profit Sharing Plan reported $359K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,069 in Retail Trade (8,414 peers)

The Arete Initiative, Inc. multi-year trail

The Arete Initiative, Inc.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows The Arete Initiative, Inc. 401(k) Profit Sharing Plan at $359K / 5 participants.

#2,069
in Retail Trade (8,414 peers)
+15.3%
assets growth YoY

The Arete Initiative, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$359,168 15th percentile higher than 15% of 127,068 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 2023

The Arete Initiative, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Arete Initiative, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Arete Initiative, Inc. 401(k) Profit Sharing Plan reported net income rose from -$167K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • The Arete Initiative, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $312K in the plan year 2022 filing to $359K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475505898 · The Arete Initiative, Inc. PY 2023 · 401(k)

The Arete Initiative, Inc. 401(k) Profit Sharing Plan · $359K · 5 · 15th

  • VS-ST $359K
  • VS-ST 5
  • VS-ST 15th
  • VS-ST 401(k)
  • VS-ST near Sea Safety & Survival, Inc. Retirement Savings Plan
  • VS-ST ind #2069

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 Retail Trade retirement plans → · Plans in Arizona →

The Arete Initiative, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Arete Initiative, Inc. 401(k) Profit Sharing PlanThe Arete Initiative, Inc. 4…$359KSea Safety & Survival, Inc. Retirement Savings PlanSea Safety & Survival, Inc. …$359KLauren Leonforte Co. 401(k) PlanLauren Leonforte Co. 401(k) …$359KDuckwing 401(k) Trust$359KMonee Management Inc 401(k) Profit Sharing PlanMonee Management Inc 401(k) …$359K
End-of-year total assets ($M) among The Arete Initiative, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Arete Initiative, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Arete Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$373K 19.568482949876746% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.31M $0.37M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 5 $312K
2023 1 5 $359K
2024 1 7 $373K

The Arete Initiative, Inc. filing trail (2023)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$359K
Net Income$48K
Employer EIN475505898
Plan Effective Date2015-11-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants The Arete Initiative, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000359168 · Participants: 5The Arete Initiative, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
The Arete Initiative, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare The Arete Initiative, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Arete Initiative, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sea Safety & Survival, Inc. Retirement Savings Plan in LA ($359K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($359K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Arete Initiative, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Arete Initiative, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2023, from $312K to $359K. Reported net income was $48K.
How have The Arete Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arete Initiative, Inc.'s sponsor-wide assets grew 19.6%, from $312K to $373K.
Where does The Arete Initiative, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Arete Initiative, Inc. 401(k) Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Arete Initiative, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea Safety & Survival, Inc. Retirement Savings Plan in LA ($359K, 6 participants).
Which 401(k) plans cover a similar participant headcount to The Arete Initiative, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475505898.

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.