401(k) · DOL Form 5500 · 2024

Aeries Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
300
Participants Below avg headcount
67th
Percentile by assets National rank
$56,739
Avg per participant Low balance/head
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Official DOL plan name: Aeries Enterprises, LLC Employees 401(k) Savings Plan · Sponsored by Aeries Enterprises, LLC · Washington · Manufacturing

$17M in assets, 300 participants

Aeries Enterprises, LLC's Aeries Enterprises, LLC Employees 401(k) Savings Plan reported $17M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,909 in Manufacturing (17,777 peers)

Coverage in Washington

Aeries Enterprises, LLC Employees 401(k) Savings Plan covers 300 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $17M.

#9,909
in Manufacturing (17,777 peers)
+12.6%
assets growth YoY

Aeries Enterprises, LLC Employees 401(k) Savings Plan's outsized position by total assets

Aeries Enterprises, LLC Employees 401(k) Savings Plan vs every filed plan by assets

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

$17,021,688 Top 33% higher than 67% 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

Aeries Enterprises, LLC Employees 401(k) Savings 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. Aeries Enterprises, LLC Employees 401(k) Savings Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aeries Enterprises, LLC Employees 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Aeries Enterprises, LLC Employees 401(k) Savings Plan reported participants fell from 319 in the plan year 2023 filing to 300 in the plan year 2024 filing.
  • Aeries Enterprises, LLC Employees 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200665156 · Aeries Enterprises, LLC PY 2024 · 401(k)

Aeries Enterprises, LLC Employees 401(k) Savings Plan · $17M · 300 · 67th

  • PART $17M
  • PART 300
  • PART 67th
  • PART 401(k)
  • PART near Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan
  • PART ind #9909

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 Manufacturing retirement plans → · Plans in Washington →

Aeries Enterprises, LLC Employees 401(k) Savings Plan in the asset neighbourhood

Aeries Enterprises, LLC Employees 401(k) Savings PlanAeries Enterprises, LLC Empl…$17MPinnacle Physicians, P.C. 401(k) Profit Sharing PlanPinnacle Physicians, P.C. 40…$17MS.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$17MGastroenterology Consultants and Nevada Endoscopy Management 401(k) Profit Sharing PlanGastroenterology Consultants…$17MHb Intermountain Holdings, LLC 401(k) Profit Sharing PlanHb Intermountain Holdings, L…$17M
End-of-year total assets ($M) among Aeries Enterprises, LLC Employees 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN200665156
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aeries Enterprises, LLC)

Sponsor-wide plan assets over time

All Aeries Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.137450125177374% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 338 $15M
2023 1 319 $15M
2024 1 300 $17M

Nearby 401(k) Plans in Washington

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

Aeries Enterprises, LLC Employees 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Aeries Enterprises, LLC Employees 401(k) Savings Plan, Total assets ($B): 0.017021688 · Participants: 300Aeries Enterprises, LLC Employees 401(k) Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Aeries Enterprises, LLC Employees 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Aeries Enterprises, LLC Employees 401(k) Savings Plan side-by-side with 3 peers →

Aeries Enterprises, LLC Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan in PA ($17M); by covered participants it is Vital Plastics, Inc. 401(k) Plan in WI (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Aeries Enterprises, LLC Employees 401(k) Savings Plan assets move in 2024? ▼
Aeries Enterprises, LLC Employees 401(k) Savings Plan grew at a solid clip - up 12.6% during 2024, from $15M to $17M. Reported net income was $2M.
How have Aeries Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aeries Enterprises, LLC's sponsor-wide assets grew 17.1%, from $15M to $17M.
Which 401(k) plans are similar in size to Aeries Enterprises, LLC Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan in PA ($17M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Aeries Enterprises, LLC Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vital Plastics, Inc. 401(k) Plan in WI (300 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 200665156.

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.