401(k) · DOL Form 5500 · 2023

Arete Associates 401(k) Plan

Data updated 2026-08-11

$171M
Total assets
387
Participants
94th
Percentile by assets
$441,340
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$171M
total plan assets (2023 EOY)
387
covered participants
94th
percentile by assets (of 127,072 plans)
$441,340
avg assets per participant

Where Arete Associates 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Arete Associates 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Arete Associates 401(k) Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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)

$200M$220M$240M$260M$280M 202220232024 $207M $271M ▲ +31.0%
Total plan assets by year, all Arete Associates plans on file
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

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…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 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 P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Arete Associates 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Arete Associates 401(k) Profit Sharing P…

Scale reading

Ways to act on Arete Associates 401(k) Profit Sharing Plan's numbers.

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.