Other · DOL Form 5500 · 2022

Experimental Aircraft Association, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
127
Participants Small participant base
69th
Percentile by assets National rank
$97,398
Avg per participant Below avg balance/head
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Official DOL plan name: Experimental Aircraft Association, Inc. 403(b) Tda Plan · Sponsored by Experimental Aircraft Association, Inc. · Wisconsin · Other Services

$12M in assets, 127 participants

Experimental Aircraft Association, Inc.'s Experimental Aircraft Association, Inc. 403(b) Tda Plan reported $12M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,909 in Other Services (8,398 peers)

Coverage in Wisconsin

Experimental Aircraft Association, Inc. 403(b) Tda Plan covers 127 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#6,909
in Other Services (8,398 peers)
-16.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Experimental Aircraft Association, Inc. 403(b) Tda Plan's outsized position by total assets

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs every filed plan by assets

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

$12,369,579 Top 31% higher than 69% 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

Experimental Aircraft Association, Inc. 403(b) Tda Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Experimental Aircraft Association, Inc. 403(b) Tda Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 390917537 · Experimental Aircraft Association, Inc. PY 2022 · Other

Experimental Aircraft Association, Inc. 403(b) Tda Plan · $12M · 127 · 69th

  • ASSETS $12M
  • ASSETS 127
  • ASSETS 69th
  • ASSETS Other
  • ASSETS near Easter Seals of Greater Houston, Inc Retirement Plan
  • ASSETS ind #6909

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 Other Services retirement plans → · Plans in Wisconsin →

Experimental Aircraft Association, Inc. 403(b) Tda Plan in the asset neighbourhood

Experimental Aircraft Association, Inc. 403(b) Tda PlanExperimental Aircraft Associ…$12MEaster Seals of Greater Houston, Inc Retirement PlanEaster Seals of Greater Hous…$12MEmployee Benefit Plan of Wright Air Service, Inc.Employee Benefit Plan of Wri…$12MUniversity Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$12MFalcons Landing 403(b) Plan$12M
End-of-year total assets ($M) among Experimental Aircraft Association, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN390917537
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experimental Aircraft Association, Inc.)

Sponsor-wide plan assets over time

All Experimental Aircraft Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 19.91812685899692% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $33.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 255 $28M
2023 2 272 $33M
2024 2 311 $34M

Nearby Other Plans in Wisconsin

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

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Experimental Aircraft Association, Inc. 403(b) Tda Plan, Total assets ($B): 0.012369579 · Participants: 127Experimental Aircraft Association, Inc. 403(b) Tda PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Experimental Aircraft Association, Inc. 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Easter Seals of Greater Houston, Inc Retirement Plan in TX ($12M); by covered participants it is Oakridge School 403(b) Tda Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Experimental Aircraft Association, Inc. 403(b) Tda Plan assets move in 2022? ▼
Experimental Aircraft Association, Inc. 403(b) Tda Plan declined sharply - down 16.4% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Experimental Aircraft Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experimental Aircraft Association, Inc.'s sponsor-wide assets grew 19.9%, from $28M to $34M.
Which Other plans are similar in size to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Easter Seals of Greater Houston, Inc Retirement Plan in TX ($12M, 247 participants).
Which Other plans cover a similar participant headcount to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Oakridge School 403(b) Tda Plan in TX (127 participants, $18M in assets).