Ares Retirement Savings Plan — Form 5500 plan (Ares Management LLC)
Plain-English plan 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, Ares Retirement Savings Plan is a benefit plan reported by Ares Management LLC under EIN 27-2078839 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,147 participants and $399,284,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ares Management LLC
- EIN
- 27-2078839
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,147
- End-of-year plan assets
- $399,284,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,147 | H, C | 20240906134537NAL0001169025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $399,284,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $399,284,572
- Net assets (BOY)
- $287,396,494
Income & contributions
- Employer contributions
- $14,506,160
- Participant contributions
- $35,872,195
- Total contributions
- $59,675,846
- Total income / additions
- $129,900,865
Expenses & distributions
- Benefits paid
- $18,293,762
- Administrative expenses
- $171,945
- Total expenses
- $18,485,794
- Net increase / (decrease)
- $111,415,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $169,639 | not reported in the loaded dataset | 2023 |
| Vasquez & Company Llp | ACCOUNTANT/AUDITOR | $19,570 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,264 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ares Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Morgan Stanley Global Banking Oper — Schedule C compensation
- Vasquez & Company Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation