401(k) · DOL Form 5500 · 2023

Arete Associates 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
387
Participants Below avg headcount
94th
Percentile by assets National rank
$441,340
Avg per participant High balance/head
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Official DOL plan name: Arete Associates 401(k) Profit Sharing Plan · Sponsored by Arete Associates · California · Professional & Technical Services

$171M in assets, 387 participants

Arete Associates's Arete Associates 401(k) Profit Sharing Plan reported $171M in total assets and 387 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,368 in Professional & Technical Services (20,321 peers)

Where Arete Associates 401(k) Profit Sharing Plan sits by assets

Arete Associates 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $171M for 387 participants (~$441,340/participant), up 18.5% in 2023.

#19,368
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Arete Associates 401(k) Profit Sharing Plan's outsized position by total assets

Arete Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$170,798,729 Top 6% higher than 94% 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

Arete Associates 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arete Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arete Associates 401(k) Profit Sharing Plan reported net income rose from -$34M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Arete Associates 401(k) Profit Sharing Plan end-of-year assets rose from $144M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Arete Associates 401(k) Profit Sharing Plan reported participants rose from 362 in the plan year 2022 filing to 387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952954108 · Arete Associates PY 2023 · 401(k)

Arete Associates 401(k) Profit Sharing Plan · $171M · 387 · 94th

  • BOY $171M
  • SCH 387
  • EBSA 94th
  • PART 401(k)
  • TYPE near Guidehouse Digital LLC 401(k) Savings Plan
  • NET ind #19368

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 →

Arete Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Arete Associates 401(k) Profit Sharing PlanArete Associates 401(k) Prof…$171MGuidehouse Digital LLC 401(k) Savings PlanGuidehouse Digital LLC 401(k…$171MSecura Employees' Salary Savings PlanSecura Employees' Salary Sav…$171MPhifer Retirement and 401(k) Savings PlanPhifer Retirement and 401(k)…$171MPhillips Lytle LLP Retirement PlanPhillips Lytle LLP Retiremen…$171M
End-of-year total assets ($M) among Arete Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$171M
Net Income$27M
Employer EIN952954108
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arete Associates)

Sponsor-wide plan assets over time

All Arete Associates plans reported in each filing year

Latest sponsor-wide plan assets
$271M 30.993289022704246% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $271M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 727 $207M
2023 2 765 $240M
2024 2 758 $271M

Nearby 401(k) Plans in California

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

Arete Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Arete Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.170798729 · Participants: 387Arete Associates 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Arete Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Arete Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Arete Associates 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 Guidehouse Digital LLC 401(k) Savings Plan in VA ($171M); by covered participants it is Lb&b Associates Inc. 401(k) Plan in MD (387 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Arete Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Arete Associates 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $144M to $171M. Reported net income was $27M.
How have Arete Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arete Associates's sponsor-wide assets grew 31.0%, from $207M to $271M.
Where does Arete Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Arete Associates 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Arete Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guidehouse Digital LLC 401(k) Savings Plan in VA ($171M, 1,705 participants).
Which 401(k) plans cover a similar participant headcount to Arete Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lb&b Associates Inc. 401(k) Plan in MD (387 participants, $22M 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 952954108.

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.