401(k) · DOL Form 5500 · 2023

Allied Aviation Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
170
Participants Small participant base
42nd
Percentile by assets National rank
$26,651
Avg per participant Low balance/head
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Official DOL plan name: Allied Aviation 401(k) Security Fund · Sponsored by Allied Aviation Services, Inc. · Florida · Transportation & Warehousing

$5M in assets, 170 participants

Allied Aviation Services, Inc.'s Allied Aviation 401(k) Security Fund reported $5M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,420 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Allied Aviation 401(k) Security Fund covers 170 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#1,420
in Transportation & Warehousing (3,362 peers)
+43.0%
assets growth YoY

Allied Aviation 401(k) Security Fund's mid-pack asset rank among Transportation & Warehousing and all filers

Allied Aviation 401(k) Security Fund vs every filed plan by assets

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

$4,530,697 42nd percentile higher than 42% 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

Allied Aviation 401(k) Security Fund 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. Allied Aviation 401(k) Security Fund sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Aviation 401(k) Security Fund reported net income rose from $203K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Allied Aviation 401(k) Security Fund reported participants fell from 308 in the plan year 2022 filing to 170 in the plan year 2023 filing.
  • Allied Aviation 401(k) Security Fund end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133846270 · Allied Aviation Services, Inc. PY 2023 · 401(k)

Allied Aviation 401(k) Security Fund · $5M · 170 · 42nd

  • BOOK $5M
  • VS-ST 170
  • BOY 42nd
  • SCH 401(k)
  • EBSA near Tegeler & Associates 401(k) Plan
  • PART ind #1420

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 →

Allied Aviation 401(k) Security Fund in the asset neighbourhood

Allied Aviation 401(k) Security FundAllied Aviation 401(k) Secur…$5MTegeler & Associates 401(k) PlanTegeler & Associates 401(k) …$5MInspired Play LLC 401(k) Retirement PlanInspired Play LLC 401(k) Ret…$5MThe Klein Group 401(k) Profit Sharing Plan & TrustThe Klein Group 401(k) Profi…$5MHilty's International, Inc. Dba Hilty's Electrical Contracting Profit Sharing PlanHilty's International, Inc. …$5M
End-of-year total assets ($M) among Allied Aviation 401(k) Security Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN133846270
Plan Effective Date2002-06-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Aviation Services, Inc.)

Sponsor-wide plan assets over time

All Allied Aviation Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 21.112195768045407% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $32.1M $38.9M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 606 $32M
2023 2 359 $37M
2024 2 371 $39M

Nearby 401(k) Plans in Florida

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

Allied Aviation 401(k) Security Fund vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Allied Aviation 401(k) Security Fund, Total assets ($B): 0.004530697 · Participants: 170Allied Aviation 401(k) Security FundL3harris 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
Allied Aviation 401(k) Security Fund vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Allied Aviation 401(k) Security Fund side-by-side with 3 peers →

Allied Aviation 401(k) Security Fund's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tegeler & Associates 401(k) Plan in WY ($5M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Allied Aviation 401(k) Security Fund assets move in 2023? ▼
Allied Aviation 401(k) Security Fund surged - up 43.0% during 2023, from $3M to $5M. Reported net income was $1M.
How have Allied Aviation Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Aviation Services, Inc.'s sponsor-wide assets grew 21.1%, from $32M to $39M.
Which 401(k) plans are similar in size to Allied Aviation 401(k) Security Fund? ▼
Among 401(k) plans in other states, the closest by assets is Tegeler & Associates 401(k) Plan in WY ($5M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Allied Aviation 401(k) Security Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 133846270.

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.