Other · DOL Form 5500 · 2023

Experimental Aircraft Association, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
142
Participants Small participant base
66th
Percentile by assets National rank
$101,090
Avg per participant Below avg balance/head
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Official DOL plan name: Experimental Aircraft Association, Inc. 403(b) Tda Plan · Sponsored by Experimental Aircraft Association, Inc. · Wisconsin · Other Services

$14M in assets, 142 participants

Experimental Aircraft Association, Inc.'s Experimental Aircraft Association, Inc. 403(b) Tda Plan reported $14M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,375 in Other Services (7,857 peers)

Coverage in Wisconsin

Experimental Aircraft Association, Inc. 403(b) Tda Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#6,375
in Other Services (7,857 peers)
+16.0%
assets growth YoY

Experimental Aircraft Association, Inc. 403(b) Tda Plan's mid-pack asset rank among Other Services and all filers

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs every filed plan by assets

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

$14,354,816 Top 34% higher than 66% 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

Experimental Aircraft Association, Inc. 403(b) Tda Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Experimental Aircraft Association, Inc. 403(b) Tda Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Experimental Aircraft Association, Inc. 403(b) Tda Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Experimental Aircraft Association, Inc. 403(b) Tda Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Experimental Aircraft Association, Inc. 403(b) Tda Plan reported participants rose from 127 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390917537 · Experimental Aircraft Association, Inc. PY 2023 · Other

Experimental Aircraft Association, Inc. 403(b) Tda Plan · $14M · 142 · 66th

  • PART $14M
  • TYPE 142
  • NET 66th
  • BOOK Other
  • VS-ST near Easter Seals Delaware & Marylands Eastern Shore Retirement Plan
  • BOY ind #6375

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 Wisconsin →

Experimental Aircraft Association, Inc. 403(b) Tda Plan in the asset neighbourhood

Bridgewell 403(b) Plan$14MExperimental Aircraft Association, Inc. 403(b) Tda PlanExperimental Aircraft Associ…$14MEaster Seals Delaware & Marylands Eastern Shore Retirement PlanEaster Seals Delaware & Mary…$14MClf Retirement Plan$14MThe Harvey School Retirement PlanThe Harvey School Retirement…$14M
End-of-year total assets ($M) among Experimental Aircraft Association, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN390917537
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experimental Aircraft Association, Inc.)

Sponsor-wide plan assets over time

All Experimental Aircraft Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 19.91812685899692% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $33.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 255 $28M
2023 2 272 $33M
2024 2 311 $34M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Experimental Aircraft Association, Inc. 403(b) Tda Plan, Total assets ($B): 0.014354816 · Participants: 142Experimental Aircraft Association, Inc. 403(b) Tda PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Experimental Aircraft Association, Inc. 403(b) Tda Plan side-by-side with 3 peers →

Experimental Aircraft Association, Inc. 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE ($14M); by covered participants it is Hewitt School Defined Contribution Retirement Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Experimental Aircraft Association, Inc. 403(b) Tda Plan assets move in 2023? ▼
Experimental Aircraft Association, Inc. 403(b) Tda Plan grew sharply - up 16.0% during 2023, from $12M to $14M. Reported net income was $2M.
How have Experimental Aircraft Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experimental Aircraft Association, Inc.'s sponsor-wide assets grew 19.9%, from $28M to $34M.
Which Other plans are similar in size to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Easter Seals Delaware & Marylands Eastern Shore Retirement Plan in DE ($14M, 253 participants).
Which Other plans cover a similar participant headcount to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Hewitt School Defined Contribution Retirement Plan in NY (142 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390917537.

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.