401(k) · DOL Form 5500 · 2023

Palmetto Air Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
85
Participants Small participant base
49th
Percentile by assets National rank
$74,624
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmetto Air Group Retirement Plan · Sponsored by Palmetto Air Group, Inc. · South Carolina · Professional & Technical Services

$6M in assets, 85 participants

Palmetto Air Group, Inc.'s Palmetto Air Group Retirement Plan reported $6M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,593 in Professional & Technical Services (20,321 peers)

Palmetto Air Group, Inc. multi-year trail

Palmetto Air Group, Inc.'s plans moved +76.8% in assets from 2022 to 2024; this filing shows Palmetto Air Group Retirement Plan at $6M / 85 participants.

#9,593
in Professional & Technical Services (20,321 peers)
+43.5%
assets growth YoY

Palmetto Air Group Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Palmetto Air Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,343,057 49th percentile higher than 49% of 127,068 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 2023

Palmetto Air Group Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmetto Air Group Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmetto Air Group Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Palmetto Air Group Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Palmetto Air Group Retirement Plan reported participants fell from 91 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 873566367 · Palmetto Air Group, Inc. PY 2023 · 401(k)

Palmetto Air Group Retirement Plan · $6M · 85 · 49th

  • SCH $6M
  • SCH 85
  • SCH 49th
  • SCH 401(k)
  • SCH near Employee Benefit Plan of Wesley Financial Group, LLC
  • SCH ind #9593

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Palmetto Air Group Retirement Plan in the asset neighbourhood

Palmetto Air Group Retirement PlanPalmetto Air Group Retiremen…$6MEmployee Benefit Plan of Wesley Financial Group, LLCEmployee Benefit Plan of Wes…$6MA&d Health Care 401(k) Pension PlanA&d Health Care 401(k) Pensi…$6M403(b) Thrift Plan for Employees of D'veal Corporation403(b) Thrift Plan for Emplo…$6MUnipac Shipping Inc. 401(k) Profit Sharing PlanUnipac Shipping Inc. 401(k) …$6M
End-of-year total assets ($M) among Palmetto Air Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Palmetto Air Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Palmetto Air Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 76.81575377444733% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.42M $7.82M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 85 $6M
2024 1 68 $8M

Palmetto Air Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN873566367
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Palmetto Air Group Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Palmetto Air Group Retirement Plan, Total assets ($B): 0.006343057 · Participants: 85Palmetto Air Group Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Palmetto Air Group Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Palmetto Air Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Employee Benefit Plan of Wesley Financial Group, LLC in TN ($6M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Palmetto Air Group Retirement Plan assets move in 2023?
Palmetto Air Group Retirement Plan surged - up 43.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Palmetto Air Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Palmetto Air Group, Inc.'s sponsor-wide assets grew 76.8%, from $4M to $8M.
Which 401(k) plans are similar in size to Palmetto Air Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Wesley Financial Group, LLC in TN ($6M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Palmetto Air Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M in assets).