401(k) · DOL Form 5500 · 2022

Breeze Aviation Group, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
409
Participants Below avg headcount
62nd
Percentile by assets National rank
$20,920
Avg per participant Low balance/head
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Official DOL plan name: Breeze Aviation Group 401(k) Plan · Sponsored by Breeze Aviation Group, Inc · Utah · Transportation & Warehousing

$9M in assets, 409 participants

Breeze Aviation Group, Inc's Breeze Aviation Group 401(k) Plan reported $9M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,492 in Transportation & Warehousing (3,876 peers)

Breeze Aviation Group, Inc multi-year trail

Breeze Aviation Group, Inc's plans moved +375.2% in assets from 2022 to 2024; this filing shows Breeze Aviation Group 401(k) Plan at $9M / 409 participants.

#2,492
in Transportation & Warehousing (3,876 peers)
+132.5%
assets growth YoY

Breeze Aviation Group 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Breeze Aviation Group 401(k) Plan vs every filed plan by assets

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

$8,556,097 Top 38% higher than 62% 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

Breeze Aviation Group 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. Breeze Aviation Group 401(k) Plan sits mid-pack in the medium band (409 participants).

Published 5500 schedule card

Filing strip 822644964 · Breeze Aviation Group, Inc PY 2022 · 401(k)

Breeze Aviation Group 401(k) Plan · $9M · 409 · 62nd

  • EBSA $9M
  • PART 409
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Batjer & Associates, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2492

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 Utah →

Breeze Aviation Group 401(k) Plan in the asset neighbourhood

Breeze Aviation Group 401(k) PlanBreeze Aviation Group 401(k)…$9MBatjer & Associates, Inc. 401(k) Profit Sharing PlanBatjer & Associates, Inc. 40…$9MThk Manufacturing of America, Inc. 401(k) Retirement Plan and TrustThk Manufacturing of America…$9MThe Pediatric Management Group, LLC Retirement Savings PlanThe Pediatric Management Gro…$9MGeneral Hotels Corporation Retirement Savings PlanGeneral Hotels Corporation R…$9M
End-of-year total assets ($M) among Breeze Aviation Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Breeze Aviation Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Breeze Aviation Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$41M 375.2001409053684% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $8.56M $40.7M ▲ +375.0%
Year Plans Participants Total Assets
2022 1 409 $9M
2023 1 935 $20M
2024 1 1,492 $41M

Breeze Aviation Group, Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$9M
Net Income$5M
Employer EIN822644964
Plan Effective Date2020-02-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Breeze Aviation Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Breeze Aviation Group 401(k) Plan, Total assets ($B): 0.008556097 · Participants: 409Breeze Aviation Group 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Breeze Aviation Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Breeze Aviation Group 401(k) Plan side-by-side with 3 peers →

Breeze Aviation Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Batjer & Associates, Inc. 401(k) Profit Sharing Plan in TX ($9M); by covered participants it is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Breeze Aviation Group 401(k) Plan assets move in 2022? ▼
Breeze Aviation Group 401(k) Plan surged - up 132.5% during 2022, from $4M to $9M. Reported net income was $5M.
How have Breeze Aviation Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breeze Aviation Group, Inc's sponsor-wide assets grew 375.2%, from $9M to $41M.
Which 401(k) plans are similar in size to Breeze Aviation Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Batjer & Associates, Inc. 401(k) Profit Sharing Plan in TX ($9M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Breeze Aviation Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants, $22M 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 822644964.

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.