ESOP · DOL Form 5500 · 2023

Ares Holding Corporation ESOP

Data updated 2026-08-25

$659K
Total assets Small plan by assets
63
Participants Small participant base
20th
Percentile by assets National rank
$10,457
Avg per participant Low balance/head
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Official DOL plan name: Ares Holding Corporation Employee Stock Ownership Plan · Sponsored by Ares Holding Corporation · California · Professional & Technical Services

$659K in assets, 63 participants

Ares Holding Corporation's Ares Holding Corporation Employee Stock Ownership Plan reported $659K in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,083 in Professional & Technical Services (20,321 peers)

Ares Holding Corporation multi-year trail

Ares Holding Corporation's plans moved +51.8% in assets from 2022 to 2024; this filing shows Ares Holding Corporation Employee Stock Ownership Plan at $659K / 63 participants.

#3,083
in Professional & Technical Services (20,321 peers)
-47.9%
assets change YoY

The plan reported a net loss of $607K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ares Holding Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Ares Holding Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$658,770 20th percentile higher than 20% 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

Ares Holding Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ares Holding Corporation Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ares Holding Corporation Employee Stock Ownership Plan reported net income fell from $372K in the plan year 2022 filing to -$607K in the plan year 2023 filing.
  • Ares Holding Corporation Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $659K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450682771 · Ares Holding Corporation PY 2023 · ESOP

Ares Holding Corporation Employee Stock Ownership Plan · $659K · 63 · 20th

  • ASSETS $659K
  • ASSETS 63
  • ASSETS 20th
  • ASSETS ESOP
  • ASSETS near Wine Way, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3083

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 What is an ESOP? → · Plans in California →

Ares Holding Corporation Employee Stock Ownership Plan in the asset neighbourhood

Ares Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$659KWine Way, Inc. Employee Stock Ownership PlanWine Way, Inc. Employee Stoc…$661KCorporate Web Services, Inc. Employee Stock Ownership PlanCorporate Web Services, Inc.…$656KFalcon Foundry Company Employee Stock Ownership PlanFalcon Foundry Company Emplo…$664KAbt, Inc. Employee Stock Ownership PlanAbt, Inc. Employee Stock Own…$652K
End-of-year total assets ($M) among Ares Holding Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ares Holding Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Ares Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$109M 51.83266981731863% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $71.6M $109M ▲ +51.8%
Year Plans Participants Total Assets
2022 2 475 $72M
2023 3 770 $87M
2024 3 913 $109M

Ares Holding Corporation filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$659K
Net Income-$607K
Employer EIN450682771
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ares Holding Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ares Holding Corporation Employee Stock Ownership Plan, Total assets ($B): 0.00065877 · Participants: 63Ares Holding Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Ares Holding Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Ares Holding Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Wine Way, Inc. Employee Stock Ownership Plan in NY ($661K); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

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 Ares Holding Corporation Employee Stock Ownership Plan assets move in 2023?
Ares Holding Corporation Employee Stock Ownership Plan contracted severely - down 47.9% during 2023, from $1M to $659K. Reported net income was -$607K.
How have Ares Holding Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Ares Holding Corporation's sponsor-wide assets grew 51.8%, from $72M to $109M.
Where does Ares Holding Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ares Holding Corporation Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ares Holding Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Wine Way, Inc. Employee Stock Ownership Plan in NY ($661K, 15 participants).
Which ESOP plans cover a similar participant headcount to Ares Holding Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 in assets).