401(k) · DOL Form 5500 · 2024
Aristotle Capital Management, LLC 401(k) Plan
Data updated 2026-08-06
- $66M
- Total assets
- 228
- Participants
- 87th
- Percentile by assets
- $290,638
- Avg per participant
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.
- 87th percentile by assets (of 116,472 plans)
- #6,608 in Finance & Insurance (8,240 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 ~637 per filing). Assets: $66M.
- $66M
- total plan assets (2024 EOY)
- 228
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $290,638
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Aristotle Capital Management, LLC 401(k) Plan reports 228 participants - about 36% of that state average ($66M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $12M |
| Employer EIN | 954833644 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aristotle Capital Management, LLC)
| 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
- 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 Aristotle Capital Management, LLC 401(k) Plan by total assets, not by location.
- Bettcher Industries, Inc. 401(k) Retirement Savings Plan (OH) $66M · 255
- Pacific Companies 401(k) Plan (AZ) $66M · 56
- Co-Op 401(k) Plan (NE) $66M · 956
- Alta Resources Corp 401(k) Savings & Retirement Plan (WI) $66M · 2,072
Frequently Asked Questions
How did Aristotle Capital Management, LLC 401(k) Plan assets move in 2024? ▼
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Next read for Aristotle Capital Management, LLC 401(k)…
Filing takeaways
Ways to act on Aristotle Capital Management, LLC 401(k) Plan's numbers.
- By total assets, Aristotle Capital Management, LLC 401(k) Plan ranks in the top quartile 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
- Aristotle Capital Management, LLC's sponsor-wide assets have grown 72.5% since 2022 across 3 plan years on file. More Finance & Insurance plans