ESOP · DOL Form 5500 · 2024
Arete Associates, Inc. ESOP
Data updated 2026-07-24
- $77M
- Total assets
- 379
- Participants
- 88th
- Percentile by assets
- $203,449
- Avg per participant
Official DOL plan name: Arete Associates Employee Stock Ownership Plan · Sponsored by Arete Associates, Inc. · California · Professional & Technical Services
$77M in assets, 379 participants
Arete Associates, Inc.'s Arete Associates Employee Stock Ownership Plan reported $77M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Where Arete Associates Employee Stock Ownership Plan sits by assets
Arete Associates Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $77M for 379 participants (~$203,449/participant), up 11.2% in 2024.
- $77M
- total plan assets (2024 EOY)
- 379
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $203,449
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arete Associates Employee Stock Ownership Plan reported net income rose from -$418K in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Arete Associates Employee Stock Ownership Plan end-of-year assets rose from $69M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Arete Associates Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Arete Associates Employee Stock Ownership Plan outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $9M |
| Employer EIN | 952954108 |
| Plan Effective Date | 2003-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arete Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 727 | $207M |
| 2023 | 2 | 765 | $240M |
| 2024 | 2 | 758 | $271M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Arete Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Arete Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Arete Associates Employee Stock Ownership Plan assets move in 2024? ▼
How have Arete Associates, Inc. plan assets changed over time? ▼
Where does Arete Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Arete Associates Employee Stock Ownership Plan's numbers.
- By total assets, Arete Associates Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Arete Associates, Inc.'s sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
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.