Plan5500

Aarete, Inc. — 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, Aarete, Inc. (EIN 82-4403675) 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
82-4403675
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 Aarete, Inc.

  • 2 loaded plans hold $135.2M in reported assets.
  • The largest, Aarete Employee Stock Ownership Plan, holds 82% of this company's reported plan assets.
  • Plans cover 709 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$73.1MSummed across loaded plans$73,141,616
Total reported assets$135.2M$135,167,678
Total reported participants709
Total reported liabilities$62M$62,026,062

Reported net position

Reported assets = net assets + liabilities (summed)$135.2M total assets
Net assets$73.1MLiabilities$62M
Contributions & income
Employer contributions$5M
Participant contributions$3M
Total income / additions$46.1M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$5.5M
Net increase / (decrease)$40.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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 assets82%Aarete Employee Stock Ownership Plan
Participants per plan355Average 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
    Aarete Employee Stock Ownership Plan$111M
    Plan #002 · 305 participants · 2023
  2. 2
    Aarete, LLC 401(K) Profit Sharing Plan And Trust$24.2M
    Plan #001 · 404 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 Aarete, Inc.. Open one for its full reported snapshot.

  1. 2023
    Aarete, LLC 401(K) Profit Sharing Plan And Trust404 participants · 2Sch HSch C
    View filing →
  2. 2023
    Aarete Employee Stock Ownership Plan305 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aarete, Inc. report on Form 5500?
Aarete, Inc. (EIN 82-4403675) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aarete, Inc.?
The Employer Identification Number (EIN) reported for Aarete, Inc. is 82-4403675.
What is the latest Form 5500 filing year for Aarete, Inc.?
The latest loaded Form 5500 filing year for Aarete, Inc. is 2023.

Related Form 5500 pages