401(k) · DOL Form 5500 · 2023

Independent Pilots Association 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
32
Participants Small participant base
74th
Percentile by assets National rank
$662,534
Avg per participant High balance/head
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Official DOL plan name: Independent Pilots Association Staff Retirement Plan · Sponsored by Independent Pilots Association · Kentucky · Other Services

$21M in assets, 32 participants

Independent Pilots Association's Independent Pilots Association Staff Retirement Plan reported $21M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,737 in Other Services (7,857 peers)

Independent Pilots Association multi-year trail

Independent Pilots Association's plans moved +36.0% in assets from 2022 to 2024; this filing shows Independent Pilots Association Staff Retirement Plan at $21M / 32 participants.

#6,737
in Other Services (7,857 peers)
+14.1%
assets growth YoY

Independent Pilots Association Staff Retirement Plan's outsized position by total assets

Independent Pilots Association Staff Retirement Plan vs every filed plan by assets

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

$21,201,094 Top 26% higher than 74% 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

Independent Pilots Association Staff 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. Independent Pilots Association Staff Retirement Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Pilots Association Staff Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Independent Pilots Association Staff Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Independent Pilots Association Staff Retirement Plan reported participants rose from 29 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611171169 · Independent Pilots Association PY 2023 · 401(k)

Independent Pilots Association Staff Retirement Plan · $21M · 32 · 74th

  • 5500 $21M
  • 5500 32
  • 5500 74th
  • 5500 401(k)
  • 5500 near James R. Vannoy & Sons 401(k) Profit Sharing Plan
  • 5500 ind #6737

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 Kentucky →

Independent Pilots Association Staff Retirement Plan in the asset neighbourhood

Independent Pilots Association Staff Retirement PlanIndependent Pilots Associati…$21MJames R. Vannoy & Sons 401(k) Profit Sharing PlanJames R. Vannoy & Sons 401(k…$21MMelissa Data Corporation 401(k) Profit Sharing Plan and TrustMelissa Data Corporation 401…$21MCts 401(k) Plan$21MGut, P.C. Profit Sharing Plan$21M
End-of-year total assets ($M) among Independent Pilots Association Staff Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Independent Pilots Association multi-year asset trail

Sponsor-wide plan assets over time

All Independent Pilots Association plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.99370344136602% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $25.3M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 29 $19M
2023 1 32 $21M
2024 1 34 $25M

Independent Pilots Association filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN611171169
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Independent Pilots Association Staff Retirement Plan, Total assets ($B): 0.021201094 · Participants: 32Independent Pilots Association Staff Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Independent Pilots Association Staff Retirement Plan side-by-side with 3 peers →

Independent Pilots Association Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is James R. Vannoy & Sons 401(k) Profit Sharing Plan in NC ($21M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Independent Pilots Association Staff Retirement Plan assets move in 2023? ▼
Independent Pilots Association Staff Retirement Plan grew at a solid clip - up 14.1% during 2023, from $19M to $21M. Reported net income was $3M.
How have Independent Pilots Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Pilots Association's sponsor-wide assets grew 36.0%, from $19M to $25M.
Which 401(k) plans are similar in size to Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is James R. Vannoy & Sons 401(k) Profit Sharing Plan in NC ($21M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 611171169.

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.