401(k) · DOL Form 5500 · 2022

Clay Lacy Aviation 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
614
Participants Below avg headcount
87th
Percentile by assets National rank
$72,615
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clay Lacy Aviation Matching 401(k) Plan · Sponsored by Clay Lacy Aviation · California · Transportation & Warehousing

$45M in assets, 614 participants

Clay Lacy Aviation's Clay Lacy Aviation Matching 401(k) Plan reported $45M in total assets and 614 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,334 in Transportation & Warehousing (3,876 peers)

Where Clay Lacy Aviation Matching 401(k) Plan sits by assets

Clay Lacy Aviation Matching 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 614 participants (~$72,615/participant), down 5.4% in 2022.

#3,334
in Transportation & Warehousing (3,876 peers)
-5.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Clay Lacy Aviation Matching 401(k) Plan's outsized position by total assets

Clay Lacy Aviation Matching 401(k) Plan vs every filed plan by assets

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

$44,585,709 Top 13% higher than 87% 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

Clay Lacy Aviation Matching 401(k) 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. Clay Lacy Aviation Matching 401(k) Plan sits mid-pack in the medium band (614 participants).

Form 5500 schedule snapshot

Filing strip 952653612 · Clay Lacy Aviation PY 2022 · 401(k)

Clay Lacy Aviation Matching 401(k) Plan · $45M · 614 · 87th

  • EOY $45M
  • EOY 614
  • EOY 87th
  • EOY 401(k)
  • EOY near David Lerner Associates, Inc. 401(k) Plan
  • EOY ind #3334

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 California →

Clay Lacy Aviation Matching 401(k) Plan in the asset neighbourhood

Clay Lacy Aviation Matching 401(k) PlanClay Lacy Aviation Matching …$45MKls Martin L.P. 401(k) Salary Reduction Plan & TrustKls Martin L.P. 401(k) Salar…$45MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$45MRaymond Martin Profit Sharing 401(k) PlanRaymond Martin Profit Sharin…$45MSage Dining Services, Inc. 401(k) PlanSage Dining Services, Inc. 4…$45M
End-of-year total assets ($M) among Clay Lacy Aviation Matching 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$45M
Net Income-$3M
Employer EIN952653612
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clay Lacy Aviation)

Sponsor-wide plan assets over time

All Clay Lacy Aviation plans reported in each filing year

Latest sponsor-wide plan assets
$77M 71.96751766356346% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $44.6M $76.7M ▲ +71.9%
Year Plans Participants Total Assets
2022 1 614 $45M
2023 1 704 $61M
2024 1 717 $77M

Nearby 401(k) Plans in California

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

Clay Lacy Aviation Matching 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clay Lacy Aviation Matching 401(k) Plan, Total assets ($B): 0.044585709 · Participants: 614Clay Lacy Aviation Matching 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Clay Lacy Aviation Matching 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clay Lacy Aviation Matching 401(k) Plan side-by-side with 3 peers →

Clay Lacy Aviation Matching 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($45M); by covered participants it is Savings Plan of Danny Herman Trucking Employees in TN (614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Clay Lacy Aviation Matching 401(k) Plan assets move in 2022? ▼
Clay Lacy Aviation Matching 401(k) Plan pulled back noticeably - down 5.4% during 2022, from $47M to $45M. Reported net income was -$3M.
How have Clay Lacy Aviation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clay Lacy Aviation's sponsor-wide assets grew 72.0%, from $45M to $77M.
Where does Clay Lacy Aviation Matching 401(k) Plan rank by assets among Form 5500 filers? ▼
Clay Lacy Aviation Matching 401(k) Plan ranks in the 87th 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 Clay Lacy Aviation Matching 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is David Lerner Associates, Inc. 401(k) Plan in NY ($45M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Clay Lacy Aviation Matching 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan of Danny Herman Trucking Employees in TN (614 participants, $13M 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 952653612.

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.