401(k) · DOL Form 5500 · 2023

Aarete, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
297
Participants Below avg headcount
76th
Percentile by assets National rank
$81,492
Avg per participant Below avg balance/head
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Official DOL plan name: Aarete, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Aarete, Inc. · Illinois · Other Services

$24M in assets, 297 participants

Aarete, Inc.'s Aarete, LLC 401(k) Profit Sharing Plan and Trust reported $24M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,862 in Other Services (7,857 peers)

Coverage in Illinois

Aarete, LLC 401(k) Profit Sharing Plan and Trust covers 297 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#6,862
in Other Services (7,857 peers)
+30.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Aarete, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Aarete, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$24,203,049 Top 24% higher than 76% 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

Aarete, LLC 401(k) Profit Sharing Plan and Trust 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. Aarete, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (297 participants).

Plan-year Form 5500 strip

Filing strip 824403675 · Aarete, Inc. PY 2023 · 401(k)

Aarete, LLC 401(k) Profit Sharing Plan and Trust · $24M · 297 · 76th

  • 5500 $24M
  • 5500 297
  • 5500 76th
  • 5500 401(k)
  • 5500 near Ortec, Inc. Employees Retirement Savings and Profit Sharing Plan
  • 5500 ind #6862

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 Other Services retirement plans → · Plans in Illinois →

Aarete, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pss Companies 401(k) Plan$24MAarete, LLC 401(k) Profit Sharing Plan and TrustAarete, LLC 401(k) Profit Sh…$24MOrtec, Inc. Employees Retirement Savings and Profit Sharing PlanOrtec, Inc. Employees Retire…$24MKbm Government Retirement PlanKbm Government Retirement Pl…$24MLeeward Management Services, LLC 401(k) PlanLeeward Management Services,…$24M
End-of-year total assets ($M) among Aarete, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN824403675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aarete, Inc.)

Sponsor-wide plan assets over time

All Aarete, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 92.00932786033039% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $76.7M $147M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 177 $77M
2023 2 525 $135M
2024 2 502 $147M

Nearby 401(k) Plans in Illinois

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

Aarete, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Aarete, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.024203049 · Participants: 297Aarete, LLC 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Aarete, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aarete, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aarete, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ortec, Inc. Employees Retirement Savings and Profit Sharing Plan in SC ($24M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Aarete, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Aarete, LLC 401(k) Profit Sharing Plan and Trust surged - up 30.7% during 2023, from $19M to $24M. Reported net income was $6M.
How have Aarete, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aarete, Inc.'s sponsor-wide assets grew 92.0%, from $77M to $147M.
Where does Aarete, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Aarete, LLC 401(k) Profit Sharing Plan and Trust ranks in the 76th 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 Aarete, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ortec, Inc. Employees Retirement Savings and Profit Sharing Plan in SC ($24M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Aarete, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 824403675.

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.