401(k) · DOL Form 5500 · 2022

IATA 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
63
Participants Small participant base
78th
Percentile by assets National rank
$327,774
Avg per participant High balance/head
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Official DOL plan name: Iata U.S. Group Retirement Plan · Sponsored by IATA · Florida · Transportation & Warehousing

$21M in assets, 63 participants

IATA's Iata U.S. Group Retirement Plan reported $21M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,029 in Transportation & Warehousing (3,876 peers)

Where Iata U.S. Group Retirement Plan sits by assets

Iata U.S. Group Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 63 participants (~$327,774/participant), down 20.0% in 2022.

#3,029
in Transportation & Warehousing (3,876 peers)
-20.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iata U.S. Group Retirement Plan's outsized position by total assets

Iata U.S. Group Retirement Plan vs every filed plan by assets

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

$20,649,788 Top 22% higher than 78% 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

Iata U.S. Group Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iata U.S. Group Retirement Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 131788875 · IATA PY 2022 · 401(k)

Iata U.S. Group Retirement Plan · $21M · 63 · 78th

  • IND $21M
  • IND 63
  • IND 78th
  • IND 401(k)
  • IND near Urology Specialists, Chartered 401(k) Profit Sharing Plan
  • IND ind #3029

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 Florida →

Iata U.S. Group Retirement Plan in the asset neighbourhood

Iata U.S. Group Retirement PlanIata U.S. Group Retirement P…$21MUrology Specialists, Chartered 401(k) Profit Sharing PlanUrology Specialists, Charter…$21MNephrology Associates of Kentuckiana, P. S. C. Retirement PlanNephrology Associates of Ken…$21MJim Burke Ford 401(k) Plan$21MMonroe Tractor & Implement Co. Inc 401(k) Profit Sharing Plan & TrustMonroe Tractor & Implement C…$21M
End-of-year total assets ($M) among Iata U.S. Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN131788875
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (IATA)

Sponsor-wide plan assets over time

All IATA plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.200931263797962% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $25.7M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 63 $21M
2023 1 73 $25M
2024 1 68 $26M

Nearby 401(k) Plans in Florida

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

Iata U.S. Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Iata U.S. Group Retirement Plan, Total assets ($B): 0.020649788 · Participants: 63Iata U.S. Group Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Iata U.S. Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Iata U.S. Group Retirement Plan side-by-side with 3 peers →

Iata U.S. Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Urology Specialists, Chartered 401(k) Profit Sharing Plan in SD ($21M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

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 Iata U.S. Group Retirement Plan assets move in 2022? ▼
Iata U.S. Group Retirement Plan declined sharply - down 20.0% during 2022, from $26M to $21M. Reported net income was -$5M.
How have IATA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), IATA's sponsor-wide assets grew 24.2%, from $21M to $26M.
Where does Iata U.S. Group Retirement Plan rank by assets among Form 5500 filers? ▼
Iata U.S. Group Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Iata U.S. Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urology Specialists, Chartered 401(k) Profit Sharing Plan in SD ($21M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Iata U.S. Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M 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 131788875.

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.