401(k) · DOL Form 5500 · 2024

Aristotle Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
228
Participants Below avg headcount
87th
Percentile by assets National rank
$290,638
Avg per participant High balance/head
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Official DOL plan name: Aristotle Capital Management, LLC 401(k) Plan · Sponsored by Aristotle Capital Management, LLC · California · Finance & Insurance

$66M in assets, 228 participants

Aristotle Capital Management, LLC's Aristotle Capital Management, LLC 401(k) Plan reported $66M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,840 in Finance & Insurance (8,549 peers)

Coverage in California

Aristotle Capital Management, LLC 401(k) Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $66M.

#6,840
in Finance & Insurance (8,549 peers)
+23.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Aristotle Capital Management, LLC 401(k) Plan's outsized position by total assets

Aristotle Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$66,265,356 Top 13% higher than 87% 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

Aristotle Capital Management, 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. Aristotle Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aristotle Capital Management, LLC 401(k) Plan reported participants rose from 173 in the plan year 2023 filing to 228 in the plan year 2024 filing.
  • Aristotle Capital Management, LLC 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Aristotle Capital Management, LLC 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954833644 · Aristotle Capital Management, LLC PY 2024 · 401(k)

Aristotle Capital Management, LLC 401(k) Plan · $66M · 228 · 87th

  • EOY $66M
  • EOY 228
  • EOY 87th
  • EOY 401(k)
  • EOY near Bettcher Industries, Inc. 401(k) Retirement Savings Plan
  • EOY ind #6840

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 Finance & Insurance retirement plans → · Plans in California →

Aristotle Capital Management, LLC 401(k) Plan in the asset neighbourhood

Aristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$66MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$66MCo-Op 401(k) Plan$66MPacific Companies 401(k) Plan$66MAlta Resources Corp 401(k) Savings & Retirement PlanAlta Resources Corp 401(k) S…$66M
End-of-year total assets ($M) among Aristotle Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$66M
Net Income$12M
Employer EIN954833644
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aristotle Capital Management, LLC)

Sponsor-wide plan assets over time

All Aristotle Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 72.47126188474562% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.4M $66.3M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 150 $38M
2023 1 173 $54M
2024 1 228 $66M

Nearby 401(k) Plans in California

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

Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aristotle Capital Management, LLC 401(k) Plan, Total assets ($B): 0.066265356 · Participants: 228Aristotle Capital Management, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aristotle Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aristotle Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Aristotle Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bettcher Industries, Inc. 401(k) Retirement Savings Plan in OH ($66M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Aristotle Capital Management, LLC 401(k) Plan assets move in 2024? ▼
Aristotle Capital Management, LLC 401(k) Plan grew sharply - up 23.1% during 2024, from $54M to $66M. Reported net income was $12M.
How have Aristotle Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aristotle Capital Management, LLC's sponsor-wide assets grew 72.5%, from $38M to $66M.
Where does Aristotle Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Aristotle Capital Management, LLC 401(k) Plan ranks in the 87th 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 Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bettcher Industries, Inc. 401(k) Retirement Savings Plan in OH ($66M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Aristotle Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants, N/A 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 954833644.

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.