ESOP · DOL Form 5500 · 2024

Arete Associates, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
379
Participants Below avg headcount
88th
Percentile by assets National rank
$203,449
Avg per participant Above avg balance/head
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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.

  • #18,056 in Professional & Technical Services (20,173 peers)

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.

#18,056
in Professional & Technical Services (20,173 peers)
+11.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Arete Associates Employee Stock Ownership Plan's outsized position by total assets

Arete Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$77,107,321 Top 12% higher than 88% of 123,620 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 2024

Arete Associates Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arete Associates Employee Stock Ownership Plan sits mid-pack in the medium band (379 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952954108 · Arete Associates, Inc. PY 2024 · ESOP

Arete Associates Employee Stock Ownership Plan · $77M · 379 · 88th

  • BOY $77M
  • BOY 379
  • BOY 88th
  • BOY ESOP
  • BOY near Morrison-Maierle, Inc. Employee Stock Ownership Plan
  • BOY ind #18056

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 →

Arete Associates Employee Stock Ownership Plan in the asset neighbourhood

Arco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$77MArete Associates Employee Stock Ownership PlanArete Associates Employee St…$77MMorrison-Maierle, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Emplo…$77MDondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$77MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$77M
End-of-year total assets ($M) among Arete Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN952954108
Plan Effective Date2003-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arete Associates, Inc.)

Sponsor-wide plan assets over time

All Arete Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$271M 30.993289022704246% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $271M ▲ +31.0%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Arete Associates Employee Stock Ownership Plan, Total assets ($B): 0.077107321 · Participants: 379Arete Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Arete Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Arete Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Arete Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT ($77M); by covered participants it is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Arete Associates Employee Stock Ownership Plan assets move in 2024? ▼
Arete Associates Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2024, from $69M to $77M. Reported net income was $9M.
How have Arete Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arete Associates, Inc.'s sponsor-wide assets grew 31.0%, from $207M to $271M.
Where does Arete Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Arete Associates Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Arete Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Morrison-Maierle, Inc. Employee Stock Ownership Plan in MT ($77M, 294 participants).
Which ESOP plans cover a similar participant headcount to Arete Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN (379 participants, $19M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.