401(k) · DOL Form 5500 · 2023

Breeze Aviation Group, Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
935
Participants Near avg headcount
73rd
Percentile by assets National rank
$21,818
Avg per participant Low balance/head
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Official DOL plan name: Breeze Aviation Group 401(k) Team Member Plan · Sponsored by Breeze Aviation Group, Inc · Utah · Transportation & Warehousing

$20M in assets, 935 participants

Breeze Aviation Group, Inc's Breeze Aviation Group 401(k) Team Member Plan reported $20M in total assets and 935 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,440 in Transportation & Warehousing (3,362 peers)

Breeze Aviation Group, Inc multi-year trail

Breeze Aviation Group, Inc's plans moved +375.2% in assets from 2022 to 2024; this filing shows Breeze Aviation Group 401(k) Team Member Plan at $20M / 935 participants.

#2,440
in Transportation & Warehousing (3,362 peers)
+138.4%
assets growth YoY

Breeze Aviation Group 401(k) Team Member Plan's outsized position by total assets

Breeze Aviation Group 401(k) Team Member Plan vs every filed plan by assets

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

$20,400,004 Top 27% higher than 73% 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

Breeze Aviation Group 401(k) Team Member 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. Breeze Aviation Group 401(k) Team Member Plan sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breeze Aviation Group 401(k) Team Member Plan reported net income rose from $5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Breeze Aviation Group 401(k) Team Member Plan end-of-year assets rose from $9M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Breeze Aviation Group 401(k) Team Member Plan reported participants rose from 409 in the plan year 2022 filing to 935 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822644964 · Breeze Aviation Group, Inc PY 2023 · 401(k)

Breeze Aviation Group 401(k) Team Member Plan · $20M · 935 · 73rd

  • ASSETS $20M
  • ASSETS 935
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near The Hourly 401(k) Savings Plan
  • ASSETS ind #2440

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 Utah →

Breeze Aviation Group 401(k) Team Member Plan in the asset neighbourhood

Breeze Aviation Group 401(k) Team Member PlanBreeze Aviation Group 401(k)…$20MThe Hourly 401(k) Savings PlanThe Hourly 401(k) Savings Pl…$20MMariposa Community Health Center, Inc. 401(k) Profit Sharing Plan and TrustMariposa Community Health Ce…$20MDoc & Nys & W Railway 401(k) Savings Plan & TrustDoc & Nys & W Railway 401(k)…$20MTrefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz Corporation & Its Affi…$20M
End-of-year total assets ($M) among Breeze Aviation Group 401(k) Team Member Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Breeze Aviation Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Breeze Aviation Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$41M 375.2001409053684% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $8.56M $40.7M ▲ +375.0%
Year Plans Participants Total Assets
2022 1 409 $9M
2023 1 935 $20M
2024 1 1,492 $41M

Breeze Aviation Group, Inc filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$20M
Net Income$12M
Employer EIN822644964
Plan Effective Date2020-02-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Breeze Aviation Group 401(k) Team Member Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Breeze Aviation Group 401(k) Team Member Plan, Total assets ($B): 0.020400004 · Participants: 935Breeze Aviation Group 401(k) Team Member PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Breeze Aviation Group 401(k) Team Member Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Breeze Aviation Group 401(k) Team Member Plan side-by-side with 3 peers →

Breeze Aviation Group 401(k) Team Member Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Hourly 401(k) Savings Plan in NH ($20M); by covered participants it is Crystal Creamery 401(k) Plan in CA (935 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (935 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 Breeze Aviation Group 401(k) Team Member Plan assets move in 2023? ▼
Breeze Aviation Group 401(k) Team Member Plan surged - up 138.4% during 2023, from $9M to $20M. Reported net income was $12M.
How have Breeze Aviation Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breeze Aviation Group, Inc's sponsor-wide assets grew 375.2%, from $9M to $41M.
Which 401(k) plans are similar in size to Breeze Aviation Group 401(k) Team Member Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hourly 401(k) Savings Plan in NH ($20M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Breeze Aviation Group 401(k) Team Member Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crystal Creamery 401(k) Plan in CA (935 participants, $29M 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 822644964.

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.