401(k) · DOL Form 5500 · 2023

Aristotle Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
173
Participants Small participant base
86th
Percentile by assets National rank
$311,038
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aristotle Capital Management, LLC 401(k) Plan · Sponsored by Aristotle Capital Management, LLC · California · Finance & Insurance

$54M in assets, 173 participants

Aristotle Capital Management, LLC's Aristotle Capital Management, LLC 401(k) Plan reported $54M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,998 in Finance & Insurance (8,869 peers)

Coverage in California

Aristotle Capital Management, LLC 401(k) Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $54M.

#6,998
in Finance & Insurance (8,869 peers)
+40.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Aristotle Capital Management, LLC 401(k) Plan's outsized position by total assets

Aristotle Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$53,809,527 Top 14% higher than 86% 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

Aristotle Capital Management, LLC 401(k) 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. Aristotle Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aristotle Capital Management, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Aristotle Capital Management, LLC 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Aristotle Capital Management, LLC 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954833644 · Aristotle Capital Management, LLC PY 2023 · 401(k)

Aristotle Capital Management, LLC 401(k) Plan · $54M · 173 · 86th

  • ASSETS $54M
  • PCT 173
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Omni Air International, LLC 401(k) Plan
  • IND ind #6998

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 California →

Aristotle Capital Management, LLC 401(k) Plan in the asset neighbourhood

Crispr Therapeutics 401(k) Retirement PlanCrispr Therapeutics 401(k) R…$54MAristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$54MOmni Air International, LLC 401(k) PlanOmni Air International, LLC …$54MStar Financial Group, Inc. 401(k) Savings PlanStar Financial Group, Inc. 4…$54MTumi, Inc. Profit Sharing/401(k) PlanTumi, Inc. Profit Sharing/40…$54M
End-of-year total assets ($M) among Aristotle Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$54M
Net Income$15M
Employer EIN954833644
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aristotle Capital Management, LLC)

Sponsor-wide plan assets over time

All Aristotle Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 72.47126188474562% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.4M $66.3M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 150 $38M
2023 1 173 $54M
2024 1 228 $66M

Nearby 401(k) Plans in California

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

Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aristotle Capital Management, LLC 401(k) Plan, Total assets ($B): 0.053809527 · Participants: 173Aristotle Capital Management, LLC 401(k) 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
Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aristotle Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Aristotle Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Omni Air International, LLC 401(k) Plan in OK ($54M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Aristotle Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Aristotle Capital Management, LLC 401(k) Plan surged - up 40.1% during 2023, from $38M to $54M. Reported net income was $15M.
How have Aristotle Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aristotle Capital Management, LLC's sponsor-wide assets grew 72.5%, from $38M to $66M.
Where does Aristotle Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aristotle Capital Management, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omni Air International, LLC 401(k) Plan in OK ($54M, 840 participants).
Which 401(k) plans cover a similar participant headcount to Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A 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 954833644.

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.