EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.
This Profit Sharing plan holds $12M in total assets and serves 127 participants as of 2022. It is sponsored by EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. in Wisconsin. The plan reported a net loss of $2M for the year.
What the Filing Says About EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN is a Profit Sharing retirement plan sponsored by EXPERIMENTAL AIRCRAFT ASSOCIATION, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 127 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 390917537, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $15M at the beginning of 2022 to $12M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,423,721 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $15M |
| Total Assets (End of Year) | $12M |
| Net Assets (End of Year) | $12M |
| Net Income | $-2,423,721 |
| Plan Type | Profit Sharing |
| Employer EIN | 390917537 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $28M |
| 2023 | 2 | 272 | $33M |
| 2024 | 1 | 163 | $14M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN $2.3B · 6,591
- CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN $2.1B · 9,906
- AMERICAN FAMILY 401(K) PLAN $2.0B · 13,277
- FROEDTERT HEALTH, INC. 403(B) PLAN $1.9B · 15,352
- UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN $1.3B · 1,636
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN? ▼
What type of plan is EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN? ▼
Who sponsors the EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN? ▼
How did EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN perform in 2022? ▼
Where can I find official filings for EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN? ▼
How does EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN compare to other plans? ▼
Explore PlainRetire
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 390917537.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.