401(k) · DOL Form 5500 · 2023

Iata Regional Office for the Americas 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
73
Participants Small participant base
76th
Percentile by assets National rank
$336,278
Avg per participant High balance/head
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Official DOL plan name: Iata U.S. Group Retirement Plan · Sponsored by Iata Regional Office for the Americas · Florida · Transportation & Warehousing

$25M in assets, 73 participants

Iata Regional Office for the Americas's Iata U.S. Group Retirement Plan reported $25M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,527 in Transportation & Warehousing (3,362 peers)

Where Iata U.S. Group Retirement Plan sits by assets

Iata U.S. Group Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 73 participants (~$336,278/participant), up 18.9% in 2023.

#2,527
in Transportation & Warehousing (3,362 peers)
+18.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Iata U.S. Group Retirement Plan's outsized position by total assets

Iata U.S. Group Retirement Plan vs every filed plan by assets

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

$24,548,309 Top 24% higher than 76% 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

Iata U.S. 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. Iata U.S. Group Retirement Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iata U.S. Group Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Iata U.S. Group Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Iata U.S. Group Retirement Plan reported participants rose from 63 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131788875 · Iata Regional Office for the Americas PY 2023 · 401(k)

Iata U.S. Group Retirement Plan · $25M · 73 · 76th

  • EOY $25M
  • 5500 73
  • ASSETS 76th
  • PCT 401(k)
  • EIN near Erdman Company Employees Profit Sharing/401(k) Plan
  • RANK ind #2527

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 Florida →

Iata U.S. Group Retirement Plan in the asset neighbourhood

Iata U.S. Group Retirement PlanIata U.S. Group Retirement P…$25MErdman Company Employees Profit Sharing/401(k) PlanErdman Company Employees Pro…$25MJanus Et Cie 401(k) Profit Sharing PlanJanus Et Cie 401(k) Profit S…$25MMilestone Systems, Inc. 401(k) PlanMilestone Systems, Inc. 401(…$25MKiekert USA, Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Iata U.S. Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN131788875
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iata Regional Office for the Americas)

Sponsor-wide plan assets over time

All Iata Regional Office for the Americas plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.200931263797962% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $25.7M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 63 $21M
2023 1 73 $25M
2024 1 68 $26M

Nearby 401(k) Plans in Florida

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

Iata U.S. Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Iata U.S. Group Retirement Plan, Total assets ($B): 0.024548309 · Participants: 73Iata U.S. Group Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Iata U.S. Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Iata U.S. Group Retirement Plan side-by-side with 3 peers →

Iata U.S. Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Erdman Company Employees Profit Sharing/401(k) Plan in WI ($25M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Iata U.S. Group Retirement Plan assets move in 2023? ▼
Iata U.S. Group Retirement Plan grew sharply - up 18.9% during 2023, from $21M to $25M. Reported net income was $4M.
How have Iata Regional Office for the Americas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iata Regional Office for the Americas's sponsor-wide assets grew 24.2%, from $21M to $26M.
Where does Iata U.S. Group Retirement Plan rank by assets among Form 5500 filers? ▼
Iata U.S. Group Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Iata U.S. Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erdman Company Employees Profit Sharing/401(k) Plan in WI ($25M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Iata U.S. Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 131788875.

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.