401(k) · DOL Form 5500 · 2022

Aviation Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
99
Participants Small participant base
89th
Percentile by assets National rank
$557,260
Avg per participant High balance/head
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Official DOL plan name: Aviation Capital Group 401(k) Plan · Sponsored by Aviation Capital Group LLC · California · Finance & Insurance

$55M in assets, 99 participants

Aviation Capital Group LLC's Aviation Capital Group 401(k) Plan reported $55M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,586 in Finance & Insurance (9,261 peers)

Where Aviation Capital Group 401(k) Plan sits by assets

Aviation Capital Group 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 99 participants (~$557,260/participant), down 19.6% in 2022.

#7,586
in Finance & Insurance (9,261 peers)
-19.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aviation Capital Group 401(k) Plan's outsized position by total assets

Aviation Capital Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,168,737 Top 11% higher than 89% of 139,123 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 2022

Aviation Capital Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aviation Capital Group 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 061395411 · Aviation Capital Group LLC PY 2022 · 401(k)

Aviation Capital Group 401(k) Plan · $55M · 99 · 89th

  • VS-ST $55M
  • BOY 99
  • SCH 89th
  • EBSA 401(k)
  • PART near Teachers Federal Credit Union Cash or Deferred Compensation Plan
  • TYPE ind #7586

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 Finance & Insurance retirement plans → · Plans in California →

Aviation Capital Group 401(k) Plan in the asset neighbourhood

Melton Machine & Control Company 401(k) PlanMelton Machine & Control Com…$55MHwg LLP 401(k) Plan$55MAviation Capital Group 401(k) PlanAviation Capital Group 401(k…$55MTeachers Federal Credit Union Cash or Deferred Compensation PlanTeachers Federal Credit Unio…$55MFirst Source Employee Management Retirement PlanFirst Source Employee Manage…$55M
End-of-year total assets ($M) among Aviation Capital Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$55M
Net Income-$13M
Employer EIN061395411
Plan Effective Date2019-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aviation Capital Group LLC)

Sponsor-wide plan assets over time

All Aviation Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 19.10372898331894% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.2M $65.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 99 $55M
2023 1 93 $59M
2024 1 94 $66M

Nearby 401(k) Plans in California

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

Aviation Capital Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aviation Capital Group 401(k) Plan, Total assets ($B): 0.055168737 · Participants: 99Aviation Capital Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Aviation Capital Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aviation Capital Group 401(k) Plan side-by-side with 3 peers →

Aviation Capital Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Teachers Federal Credit Union Cash or Deferred Compensation Plan in NY ($55M); by covered participants it is Osco 401(k) Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aviation Capital Group 401(k) Plan assets move in 2022? ▼
Aviation Capital Group 401(k) Plan declined sharply - down 19.6% during 2022, from $69M to $55M. Reported net income was -$13M.
How have Aviation Capital Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aviation Capital Group LLC's sponsor-wide assets grew 19.1%, from $55M to $66M.
Where does Aviation Capital Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Aviation Capital Group 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aviation Capital Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teachers Federal Credit Union Cash or Deferred Compensation Plan in NY ($55M, 783 participants).
Which 401(k) plans cover a similar participant headcount to Aviation Capital Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osco 401(k) Plan in OH (99 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061395411.

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.