401(k) · DOL Form 5500 · 2022

Kellstrom Commercial Aerospace, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
97
Participants Small participant base
68th
Percentile by assets National rank
$119,120
Avg per participant Near avg balance/head
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Official DOL plan name: Kellstrom Aerospace Employees Retirement Plan & Trust · Sponsored by Kellstrom Commercial Aerospace, Inc. · Illinois · Transportation & Warehousing

$12M in assets, 97 participants

Kellstrom Commercial Aerospace, Inc.'s Kellstrom Aerospace Employees Retirement Plan & Trust reported $12M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,704 in Transportation & Warehousing (3,876 peers)

Kellstrom Commercial Aerospace, Inc. multi-year trail

Kellstrom Commercial Aerospace, Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Kellstrom Aerospace Employees Retirement Plan & Trust at $12M / 97 participants.

#2,704
in Transportation & Warehousing (3,876 peers)
-22.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kellstrom Aerospace Employees Retirement Plan & Trust's outsized position by total assets

Kellstrom Aerospace Employees Retirement Plan & Trust vs every filed plan by assets

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

$11,554,614 Top 32% higher than 68% 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

Kellstrom Aerospace Employees Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kellstrom Aerospace Employees Retirement Plan & Trust is a small filing (97 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 020617973 · Kellstrom Commercial Aerospace, Inc. PY 2022 · 401(k)

Kellstrom Aerospace Employees Retirement Plan & Trust · $12M · 97 · 68th

  • BOOK $12M
  • BOOK 97
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P
  • BOOK ind #2704

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 Transportation & Warehousing retirement plans → · Plans in Illinois →

Kellstrom Aerospace Employees Retirement Plan & Trust in the asset neighbourhood

Kellstrom Aerospace Employees Retirement Plan & TrustKellstrom Aerospace Employee…$12MBarasch & Mcgarry, P. C. , 401(k) Profit Sharing PBarasch & Mcgarry, P. C. , 4…$12MNfe Management LLC 401(k) PlanNfe Management LLC 401(k) Pl…$12MThe Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing PlanThe Vollrath Company LLC Kew…$12ME.K. Machine Company, Inc. Retirement Savings PlanE.K. Machine Company, Inc. R…$12M
End-of-year total assets ($M) among Kellstrom Aerospace Employees Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kellstrom Commercial Aerospace, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kellstrom Commercial Aerospace, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.30681198004537% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $14.9M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 97 $12M
2023 1 105 $13M
2024 2 235 $15M

Kellstrom Commercial Aerospace, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN020617973
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Kellstrom Aerospace Employees Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Kellstrom Aerospace Employees Retirement Plan & Trust, Total assets ($B): 0.011554614 · Participants: 97Kellstrom Aerospace Employees Retirement Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Kellstrom Aerospace Employees Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kellstrom Aerospace Employees Retirement Plan & Trust side-by-side with 3 peers →

Kellstrom Aerospace Employees Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P in NY ($12M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Kellstrom Aerospace Employees Retirement Plan & Trust assets move in 2022? ▼
Kellstrom Aerospace Employees Retirement Plan & Trust declined sharply - down 22.4% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Kellstrom Commercial Aerospace, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kellstrom Commercial Aerospace, Inc.'s sponsor-wide assets grew 29.3%, from $12M to $15M.
Which 401(k) plans are similar in size to Kellstrom Aerospace Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Barasch & Mcgarry, P. C. , 401(k) Profit Sharing P in NY ($12M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Kellstrom Aerospace Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 020617973.

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.