401(k) · DOL Form 5500 · 2023

Aero Gear, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
152
Participants Small participant base
69th
Percentile by assets National rank
$109,542
Avg per participant Below avg balance/head
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Official DOL plan name: Aero Gear, Inc. 401(k) Plan · Sponsored by Aero Gear, Inc. · Connecticut · Manufacturing

$17M in assets, 152 participants

Aero Gear, Inc.'s Aero Gear, Inc. 401(k) Plan reported $17M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,904 in Manufacturing (18,722 peers)

Coverage in Connecticut

Aero Gear, Inc. 401(k) Plan covers 152 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#10,904
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY

Aero Gear, Inc. 401(k) Plan's outsized position by total assets

Aero Gear, Inc. 401(k) Plan vs every filed plan by assets

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

$16,650,442 Top 31% higher than 69% 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

Aero Gear, Inc. 401(k) 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. Aero Gear, Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aero Gear, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aero Gear, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Aero Gear, Inc. 401(k) Plan reported participants rose from 143 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061053693 · Aero Gear, Inc. PY 2023 · 401(k)

Aero Gear, Inc. 401(k) Plan · $17M · 152 · 69th

  • TYPE $17M
  • NET 152
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Walzcraft Industries, Inc. 401(k) Retirement Plan
  • SCH ind #10904

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 Manufacturing retirement plans → · Plans in Connecticut →

Aero Gear, Inc. 401(k) Plan in the asset neighbourhood

Aero Gear, Inc. 401(k) Plan$17MWalzcraft Industries, Inc. 401(k) Retirement PlanWalzcraft Industries, Inc. 4…$17MO'fallon Casting, LLC 401(k) PlanO'fallon Casting, LLC 401(k)…$17MSkullcandy, Inc. 401(k) Plan$17MMeti 401(k) Plan$17M
End-of-year total assets ($M) among Aero Gear, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN061053693
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aero Gear, Inc.)

Sponsor-wide plan assets over time

All Aero Gear, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 33.25005104975029% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $18.6M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 143 $14M
2023 1 152 $17M
2024 1 151 $19M

Nearby 401(k) Plans in Connecticut

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

Aero Gear, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aero Gear, Inc. 401(k) Plan, Total assets ($B): 0.016650442 · Participants: 152Aero Gear, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Aero Gear, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aero Gear, Inc. 401(k) Plan side-by-side with 3 peers →

Aero Gear, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Walzcraft Industries, Inc. 401(k) Retirement Plan in WI ($17M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Aero Gear, Inc. 401(k) Plan assets move in 2023? ▼
Aero Gear, Inc. 401(k) Plan grew sharply - up 19.1% during 2023, from $14M to $17M. Reported net income was $3M.
How have Aero Gear, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aero Gear, Inc.'s sponsor-wide assets grew 33.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Aero Gear, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walzcraft Industries, Inc. 401(k) Retirement Plan in WI ($17M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Aero Gear, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 061053693.

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.