401(k) · DOL Form 5500 · 2023
Menzie's Aviation (USA), Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 5,610
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $12,419
- Avg per participant Low balance/head
Official DOL plan name: Menzies Aviation (USA), Inc. 401(k) Plan · Sponsored by Menzie's Aviation (USA), Inc. · Texas · Transportation & Warehousing
$70M in assets, 5,610 participants
Menzie's Aviation (USA), Inc.'s Menzies Aviation (USA), Inc. 401(k) Plan reported $70M in total assets and 5,610 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #2,910 in Transportation & Warehousing (3,362 peers)
Coverage in Texas
Menzies Aviation (USA), Inc. 401(k) Plan covers 5,610 participants in Texas, 8.2x the typical Texas plan (state average ~688 per filing). Assets: $70M.
- #2,910
- in Transportation & Warehousing (3,362 peers)
- +16.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Menzies Aviation (USA), Inc. 401(k) Plan's outsized position by total assets
Menzies Aviation (USA), Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$69,671,125 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Menzies Aviation (USA), Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Menzies Aviation (USA), Inc. 401(k) Plan lands in the large band (5,610 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Menzies Aviation (USA), Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Menzies Aviation (USA), Inc. 401(k) Plan reported participants fell from 10,449 in the plan year 2022 filing to 5,610 in the plan year 2023 filing.
- Menzies Aviation (USA), Inc. 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $70M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231707864 · Menzie's Aviation (USA), Inc. PY 2023 · 401(k)
Menzies Aviation (USA), Inc. 401(k) Plan · $70M · 5,610 · 89th
- NET $70M
- BOOK 5,610
- VS-ST 89th
- BOY 401(k)
- SCH near Minneapolis Radiation Oncology Physicians, P.a. 401(k) Plan & Trust
- EBSA ind #2910
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 Texas →
Menzies Aviation (USA), Inc. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $10M |
| Employer EIN | 231707864 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Menzie's Aviation (USA), Inc.)
Sponsor-wide plan assets over time
All Menzie's Aviation (USA), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 36.38025736569222% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,449 | $60M |
| 2023 | 1 | 5,610 | $70M |
| 2024 | 1 | 6,070 | $82M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Menzies Aviation (USA), Inc. 401(k) Plan
Menzies Aviation (USA), Inc. 401(k) Plan reports $70M in end-of-year assets across 5,610 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $12,419 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $10M.
This plan identity (EIN 231707864, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $60M to $82M (+36.4%) while covered participants moved from 10,449 to 6,070 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,449 | $60M | Open filing |
| 2023 | 5,610 | $70M | This page |
| 2024 · index core | 6,070 | $82M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Menzies Aviation (USA), Inc. 401(k) Plan (401(k), $82M, 6,070 participants)
Menzies Aviation (USA), Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Minneapolis Radiation Oncology Physicians, P.a. 401(k) Plan & Trust in MN ($70M); by covered participants it is Post Holdings, Inc. Savings Investment Plan in MO (5,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,610 participants); asset peers above are excluded.
- Post Holdings, Inc. Savings Investment Plan (MO) 5,610 · 0 off
- Gardaworld Cash Services, Inc. 401(k) Savings and Retirement Plan (FL) 5,611 · 1 off
- Core Power Yoga, LLC Employee Savings Trust (CO) 5,614 · 4 off
- Solvay USA LLC Savings Plus Plan (NJ) 5,615 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.