401(k) · DOL Form 5500 · 2023

Aeries Software, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
128
Participants Small participant base
62nd
Percentile by assets National rank
$91,442
Avg per participant Below avg balance/head
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Official DOL plan name: Aeries Software, Inc. 401(k) Profit Sharing Plan · Sponsored by Aeries Software, Inc. · California · Professional & Technical Services

$12M in assets, 128 participants

Aeries Software, Inc.'s Aeries Software, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,391 in Professional & Technical Services (20,321 peers)

Coverage in California

Aeries Software, Inc. 401(k) Profit Sharing Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,391
in Professional & Technical Services (20,321 peers)
+7.9%
assets growth YoY

Aeries Software, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aeries Software, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,704,567 Top 38% higher than 62% 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

Aeries Software, Inc. 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. Aeries Software, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aeries Software, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $854K in the plan year 2023 filing.
  • Aeries Software, Inc. 401(k) Profit Sharing Plan reported participants rose from 117 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Aeries Software, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330427993 · Aeries Software, Inc. PY 2023 · 401(k)

Aeries Software, Inc. 401(k) Profit Sharing Plan · $12M · 128 · 62nd

  • RANK $12M
  • PHOTO 128
  • IND 62nd
  • EOY 401(k)
  • 5500 near Fareportal 401(k) Plan
  • ASSETS ind #12391

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 →

Aeries Software, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Aeries Software, Inc. 401(k) Profit Sharing PlanAeries Software, Inc. 401(k)…$12MFareportal 401(k) Plan$12MLec/Cpi 401(k) and Profit Sharing PlanLec/Cpi 401(k) and Profit Sh…$12MYokem Motors, LLC 401(k) Profit Sharing PlanYokem Motors, LLC 401(k) Pro…$12MForms & Supply, Inc. 401(k) PlanForms & Supply, Inc. 401(k) …$12M
End-of-year total assets ($M) among Aeries Software, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$854K
Employer EIN330427993
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aeries Software, Inc.)

Sponsor-wide plan assets over time

All Aeries Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 6.083525225904829% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.9M $11.5M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 117 $11M
2023 1 128 $12M
2024 1 128 $12M

Nearby 401(k) Plans in California

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

Aeries Software, Inc. 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 ($B) Participants Aeries Software, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011704567 · Participants: 128Aeries Software, Inc. 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
Aeries Software, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aeries Software, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aeries Software, Inc. 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 Fareportal 401(k) Plan in NY ($12M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Aeries Software, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Aeries Software, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.9% during 2023, from $11M to $12M. Reported net income was $854K.
How have Aeries Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aeries Software, Inc.'s sponsor-wide assets grew 6.1%, from $11M to $12M.
Which 401(k) plans are similar in size to Aeries Software, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fareportal 401(k) Plan in NY ($12M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Aeries Software, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 330427993.

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.