401(k) · DOL Form 5500 · 2022

Independent Pilots Association 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
29
Participants Small participant base
76th
Percentile by assets National rank
$640,766
Avg per participant High balance/head
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Official DOL plan name: Independent Pilots Association Staff Retirement Plan · Sponsored by Independent Pilots Association · Kentucky · Other Services

$19M in assets, 29 participants

Independent Pilots Association's Independent Pilots Association Staff Retirement Plan reported $19M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,298 in Other Services (8,398 peers)

Where Independent Pilots Association Staff Retirement Plan sits by assets

Independent Pilots Association Staff Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 29 participants (~$640,766/participant), down 22.7% in 2022.

#7,298
in Other Services (8,398 peers)
-22.7%
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.

Independent Pilots Association Staff Retirement Plan's outsized position by total assets

Independent Pilots Association Staff Retirement Plan vs every filed plan by assets

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

$18,582,214 Top 24% higher than 76% 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

Independent Pilots Association Staff 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. Independent Pilots Association Staff Retirement Plan is a small filing (29 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 611171169 · Independent Pilots Association PY 2022 · 401(k)

Independent Pilots Association Staff Retirement Plan · $19M · 29 · 76th

  • VS-ST $19M
  • VS-ST 29
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Rogue Valley Physicians, P.C. 401(k) Plan
  • VS-ST ind #7298

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 Kentucky →

Independent Pilots Association Staff Retirement Plan in the asset neighbourhood

Independent Pilots Association Staff Retirement PlanIndependent Pilots Associati…$19MRogue Valley Physicians, P.C. 401(k) PlanRogue Valley Physicians, P.C…$19MFrench & Parrello Associates, P.a. 401(k) Savings PlanFrench & Parrello Associates…$19MMuskegon Surgical Associates, PLC 401(k) Retirement PlanMuskegon Surgical Associates…$19MGeneral Logistics Systems North America, Inc. 401(k) PlanGeneral Logistics Systems No…$19M
End-of-year total assets ($M) among Independent Pilots Association Staff 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)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN611171169
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Pilots Association)

Sponsor-wide plan assets over time

All Independent Pilots Association plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.99370344136602% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $25.3M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 29 $19M
2023 1 32 $21M
2024 1 34 $25M

Nearby 401(k) Plans in Kentucky

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

Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Independent Pilots Association Staff Retirement Plan, Total assets ($B): 0.018582214 · Participants: 29Independent Pilots Association Staff Retirement PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Independent Pilots Association Staff Retirement Plan side-by-side with 3 peers →

Independent Pilots Association Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Rogue Valley Physicians, P.C. 401(k) Plan in OR ($19M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Independent Pilots Association Staff Retirement Plan assets move in 2022? ▼
Independent Pilots Association Staff Retirement Plan declined sharply - down 22.7% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Independent Pilots Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Pilots Association's sponsor-wide assets grew 36.0%, from $19M to $25M.
Where does Independent Pilots Association Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Independent Pilots Association Staff Retirement Plan ranks in the 76th 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 Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogue Valley Physicians, P.C. 401(k) Plan in OR ($19M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 611171169.

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.