Plan5500

Ariel Investments, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ariel Investments, LLC (EIN 02-0712418) is a plan sponsor located in Chicago, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0712418
Location
Chicago, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ariel Investments, LLC

  • 2 loaded plans hold $43.1M in reported assets.
  • The largest, Ariel Investments, LLC Employees' Profit Sharing And Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 290 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.1MSummed across loaded plans$43,106,834
Total reported assets$43.1M$43,106,834
Total reported participants290
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.1M total assets
Net assets$43.1MLiabilities$0
Contributions & income
Employer contributions$768K
Participant contributions$1.9M
Total income / additions$11.7M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.2M
Net increase / (decrease)$8.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ariel Investments, LLC Employees' Profit Sharing And Savings Plan And Trust
Participants per plan145Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ariel Investments, LLC Employees' Profit Sharing And Savings Plan And Trust$43.1M
    Plan #001 · 165 participants · 2023
  2. 2
    Ariel Investments, LLC Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ariel Investments, LLC. Open one for its full reported snapshot.

  1. 2023
    Ariel Investments, LLC Health & Welfare Plan125 participants · 2Sch C
    View filing →
  2. 2023
    Ariel Investments, LLC Employees' Profit Sharing And Savings Plan And Trust165 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ariel Investments, LLC report on Form 5500?
Ariel Investments, LLC (EIN 02-0712418) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ariel Investments, LLC?
The Employer Identification Number (EIN) reported for Ariel Investments, LLC is 02-0712418.
What is the latest Form 5500 filing year for Ariel Investments, LLC?
The latest loaded Form 5500 filing year for Ariel Investments, LLC is 2023.

Related Form 5500 pages