401(k) · DOL Form 5500 · 2024
Arete Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 252
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $56,264
- Avg per participant Low balance/head
Official DOL plan name: Arete Advisors, LLC 401(k) Plan · Sponsored by Arete Advisors, LLC · Florida · Professional & Technical Services
$14M in assets, 252 participants
Arete Advisors, LLC's Arete Advisors, LLC 401(k) Plan reported $14M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,559 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Arete Advisors, LLC 401(k) Plan covers 252 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- #12,559
- in Professional & Technical Services (20,173 peers)
- +39.3%
- assets growth YoY
Arete Advisors, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Arete Advisors, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,178,589 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Arete Advisors, LLC 401(k) 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 Advisors, LLC 401(k) Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Arete Advisors, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Arete Advisors, LLC 401(k) Plan reported participants rose from 213 in the plan year 2023 filing to 252 in the plan year 2024 filing.
- Arete Advisors, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 813930932 · Arete Advisors, LLC PY 2024 · 401(k)
Arete Advisors, LLC 401(k) Plan · $14M · 252 · 63rd
- BOOK $14M
- VS-ST 252
- BOY 63rd
- SCH 401(k)
- EBSA near Dana F. Cole & Company, LLP 401(k) Retirement Plan
- PART ind #12559
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 Professional & Technical Services retirement plans → · Plans in Florida →
Arete Advisors, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 813930932 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arete Advisors, LLC)
Sponsor-wide plan assets over time
All Arete Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 137.20407603331225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $6M |
| 2023 | 1 | 213 | $10M |
| 2024 | 1 | 252 | $14M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Arete Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dana F. Cole & Company, LLP 401(k) Retirement Plan in NE ($14M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Dana F. Cole & Company, LLP 401(k) Retirement Plan (NE) $14M · 187
- Gallegos Masonry, Inc. 401(k) Plan (CO) $14M · 159
- Pediatrics West, P.C. 401(k) Profit Sharing Plan (MA) $14M · 130
- Arch-Con. 401(k) Plan (TX) $14M · 161
Similar participant headcount
Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.
- Gilcrest-Jewett Lumber Company Profit Sharing Plan (IA) 252 · 0 off
- Empire Candle 401(k) Plan (KS) 252 · 0 off
- Denron Plumbing & Hvac 401(k) Plan (NH) 252 · 0 off
- Mm Hotel Management, LLC Dba Garden City Hotel 401(k) Plan (NY) 252 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.