ESOP · DOL Form 5500 · 2022

Big Valley Aviation, Inc. ESOP

Data updated 2026-08-25

$300K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$60,044
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Big Valley Aviation, Inc. · California · Other Services

$300K in assets, 5 participants

Big Valley Aviation, Inc.'s Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported $300K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,507 in Other Services (8,398 peers)

Big Valley Aviation, Inc. multi-year trail

Big Valley Aviation, Inc.'s plans moved -10.6% in assets from 2022 to 2024; this filing shows Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust at $300K / 5 participants.

#2,507
in Other Services (8,398 peers)
-49.4%
assets change YoY

The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$300,219 14th percentile higher than 14% 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

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942338513 · Big Valley Aviation, Inc. PY 2022 · ESOP

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · $300K · 5 · 14th

  • RANK $300K
  • RANK 5
  • RANK 14th
  • RANK ESOP
  • RANK near Dx Enterprises, Inc. Employee Stock Ownership Plan
  • RANK ind #2507

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 What is an ESOP? → · Plans in California →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Big Valley Aviation, Inc. Employee Stock Ownership Plan and TrustBig Valley Aviation, Inc. Em…$300KDx Enterprises, Inc. Employee Stock Ownership PlanDx Enterprises, Inc. Employe…$300KService Printers Employee Stock Ownership PlanService Printers Employee St…$300KMarshall Industrial Technologies Employee Stock Ownership PlanMarshall Industrial Technolo…$299KThe Blair Milling & Elevator Company, Inc. Employee Stock Ownership Plan and TrustThe Blair Milling & Elevator…$299K
End-of-year total assets ($M) among Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Big Valley Aviation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Big Valley Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269K 10.564621159886615% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.27M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 5 $300K
2023 1 6 $521K
2024 1 5 $269K

Big Valley Aviation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$594K
Net Assets (End of Year)$300K
Net Income-$293K
Employer EIN942338513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000300219 · Participants: 5Big Valley Aviation, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN ($300K); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 49.4% during 2022, from $594K to $300K. Reported net income was -$293K.
How have Big Valley Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Big Valley Aviation, Inc.'s sponsor-wide assets declined 10.6%, from $300K to $269K.
Where does Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Dx Enterprises, Inc. Employee Stock Ownership Plan in IN ($300K, 252 participants).
Which ESOP plans cover a similar participant headcount to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants, N/A 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 942338513.

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.