401(k) · DOL Form 5500 · 2024

Aarete, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
260
Participants Below avg headcount
78th
Percentile by assets National rank
$119,329
Avg per participant Near avg balance/head
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Official DOL plan name: Aarete, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Aarete, Inc. · Illinois · Other Services

$31M in assets, 260 participants

Aarete, Inc.'s Aarete, Inc. 401(k) Profit Sharing Plan and Trust reported $31M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,864 in Other Services (7,719 peers)

Coverage in Illinois

Aarete, Inc. 401(k) Profit Sharing Plan and Trust covers 260 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $31M.

#6,864
in Other Services (7,719 peers)
+28.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aarete, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Aarete, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,025,575 Top 22% higher than 78% 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

Aarete, Inc. 401(k) Profit Sharing Plan and Trust 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. Aarete, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aarete, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Aarete, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Aarete, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 297 in the plan year 2023 filing to 260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824403675 · Aarete, Inc. PY 2024 · 401(k)

Aarete, Inc. 401(k) Profit Sharing Plan and Trust · $31M · 260 · 78th

  • NET $31M
  • BOOK 260
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Onsolve, LLC 401(k) Plan
  • EBSA ind #6864

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 Other Services retirement plans → · Plans in Illinois →

Aarete, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aarete, Inc. 401(k) Profit Sharing Plan and TrustAarete, Inc. 401(k) Profit S…$31MHarper Construction Company, Inc. 401(k) PlanHarper Construction Company,…$31MBoiron, Inc Profit Sharing & 401(k) PlanBoiron, Inc Profit Sharing &…$31MOnsolve, LLC 401(k) Plan$31MWesley Enhanced Living Retirement PlanWesley Enhanced Living Retir…$31M
End-of-year total assets ($M) among Aarete, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN824403675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aarete, Inc.)

Sponsor-wide plan assets over time

All Aarete, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 92.00932786033039% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $76.7M $147M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 177 $77M
2023 2 525 $135M
2024 2 502 $147M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aarete, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Aarete, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.031025575 · Participants: 260Aarete, Inc. 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Aarete, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Aarete, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aarete, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Onsolve, LLC 401(k) Plan in GA ($31M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Aarete, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Aarete, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 28.2% during 2024, from $24M to $31M. Reported net income was $7M.
How have Aarete, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aarete, Inc.'s sponsor-wide assets grew 92.0%, from $77M to $147M.
Where does Aarete, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Aarete, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 78th 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 401(k) plans are similar in size to Aarete, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Onsolve, LLC 401(k) Plan in GA ($31M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Aarete, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 824403675.

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.