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
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
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
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 390917537 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Oakridge School 403(b) Tda Plan (TX) 127 · 0 off
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 127 · 0 off
- Nurtury, Inc. 403(b) Plan (MA) 127 · 0 off
- Brookhaven at Lexington 403(b) Plan (MA) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.