401(k)
2022 plan-year 401(k) DOL Form 5500

Allied Aviation Services, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allied Aviation Services, Inc. · Florida · Transportation & Warehousing

What the 2023 filing shows

Allied Aviation Services, Inc. 401(k) Retirement Plan holds $29M for 298 participants — about $97,199 per participant, down 14.2% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
298
covered participants
$97,199
avg assets per participant
-14.2%
assets change YoY

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.

Total Assets (2023)
$29M
Participants
298
State
Industry
Transportation & Warehousing

What the Filing Says About Allied Aviation Services, Inc. 401(k) Retirement Plan

Allied Aviation Services, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Allied Aviation Services, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 298 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133846270, and the plan has been effective since 2002-06-25. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $29M at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-4,801,619 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-4,801,619
Plan Type401(k)
Employer EIN133846270
Plan Effective Date2002-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Aviation Services, Inc.)

Year Plans Participants Total Assets
2022 2 606 $32M
2023 2 359 $37M
2024 2 371 $39M

Nearby 401(k) Plans in Florida

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Frequently Asked Questions

How much money is in the Allied Aviation Services, Inc. 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Allied Aviation Services, Inc. 401(k) Retirement Plan holds $29M in total assets with 298 participants. It is sponsored by Allied Aviation Services, Inc..
What type of plan is Allied Aviation Services, Inc. 401(k) Retirement Plan?
Allied Aviation Services, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2002-06-25. The plan is filed with the U.S. Department of Labor under EIN 133846270.
Who sponsors the Allied Aviation Services, Inc. 401(k) Retirement Plan?
Allied Aviation Services, Inc. 401(k) Retirement Plan is sponsored by Allied Aviation Services, Inc., located in Florida. The sponsor's EIN is 133846270 and the plan operates in the Transportation & Warehousing industry.
How did Allied Aviation Services, Inc. 401(k) Retirement Plan perform in 2022?
Allied Aviation Services, Inc. 401(k) Retirement Plan declined by 14.2% during 2022, moving from $34M to $29M in total assets. Net income was $-4,801,619.
Where can I find official filings for Allied Aviation Services, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Allied Aviation Services, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133846270 or plan name at efast.dol.gov.
How does Allied Aviation Services, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Allied Aviation Services, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133846270.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.