401(k) · DOL Form 5500 · 2024
Arete Associates 401(k) Plan
Data updated 2026-08-11
- $194M
- Total assets
- 379
- Participants
- 94th
- Percentile by assets
- $510,968
- Avg per participant
Official DOL plan name: Arete Associates 401(k) Profit Sharing Plan · Sponsored by Arete Associates · California · Professional & Technical Services
$194M in assets, 379 participants
Arete Associates's Arete Associates 401(k) Profit Sharing Plan reported $194M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #19,224 in Professional & Technical Services (20,173 peers)
Where Arete Associates 401(k) Profit Sharing Plan sits by assets
Arete Associates 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $194M for 379 participants (~$510,968/participant), up 13.4% in 2024.
- $194M
- total plan assets (2024 EOY)
- 379
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $510,968
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arete Associates 401(k) Profit Sharing Plan reported net income fell from $27M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Arete Associates 401(k) Profit Sharing Plan end-of-year assets rose from $171M in the plan year 2023 filing to $194M in the plan year 2024 filing.
- Arete Associates 401(k) Profit Sharing Plan reported participants fell from 387 in the plan year 2023 filing to 379 in the plan year 2024 filing.
Arete Associates 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, Arete Associates 401(k) Profit Sharing Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $23M |
| Employer EIN | 952954108 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arete Associates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 727 | $207M |
| 2023 | 2 | 765 | $240M |
| 2024 | 2 | 758 | $271M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Arete Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Arete Associates 401(k) Profit Sharing Plan by total assets, not by location.
- Vialto Partners US Retirement Plan (MA) $194M · 755
- Husqvarna Retirement Savings 401(k) Plan (NC) $194M · 2,947
- Trilogy Management Services, LLC Retirement Savings Plan (KY) $194M · 14,454
- Hitachi High-Tech America, Inc. Shared Savings Plan (IL) $194M · 752
Frequently Asked Questions
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Scale reading
Ways to act on Arete Associates 401(k) Profit Sharing Plan's numbers.
- By total assets, Arete Associates 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Arete Associates's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans