401(k)
2024 plan-year 401(k) DOL Form 5500

Arctera 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Arctera US LLC · California · Professional & Technical Services

What the 2023 filing shows

Arctera 401(k) Plan holds $615M for 1,753 participants — about $350,863 per participant, up 3.4% over the 2024 plan year.

$615M
total plan assets (2024 EOY)
1,753
covered participants
$350,863
avg assets per participant
+3.4%
assets growth YoY
Total Assets (2023)
$615M
Participants
1,753
State
Industry
Professional & Technical Services

What the Filing Says About Arctera 401(k) Plan

Arctera 401(k) Plan is a 401(k) retirement plan sponsored by Arctera US LLC, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $615M in total end-of-year assets and covers 1,753 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 993609606, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $595M at the beginning of 2024 to $615M at year-end — a gain of 3.4%. Net assets (after liabilities) closed the year at $615M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$595M
Total Assets (End of Year)$615M
Net Assets (End of Year)$615M
Net Income$20M
Plan Type401(k)
Employer EIN993609606
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Arctera 401(k) Plan?
As of the 2024 Form 5500 filing, Arctera 401(k) Plan holds $615M in total assets with 1,753 participants. It is sponsored by Arctera US LLC.
What type of plan is Arctera 401(k) Plan?
Arctera 401(k) Plan is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 993609606.
Who sponsors the Arctera 401(k) Plan?
Arctera 401(k) Plan is sponsored by Arctera US LLC, located in California. The sponsor's EIN is 993609606 and the plan operates in the Professional & Technical Services industry.
How did Arctera 401(k) Plan perform in 2024?
Arctera 401(k) Plan grew by 3.4% during 2024, moving from $595M to $615M in total assets. Net income was $20M.
Where can I find official filings for Arctera 401(k) Plan?
Official Form 5500 filings for Arctera 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 993609606 or plan name at efast.dol.gov.
How does Arctera 401(k) Plan compare to other plans?
You can compare Arctera 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 993609606.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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