401(k) · DOL Form 5500 · 2023
Civil Air Patrol 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $104,031
- Avg per participant Below avg balance/head
Official DOL plan name: Civil Air Patrol Employees Savings Trust · Sponsored by Civil Air Patrol · Alabama · Transportation & Warehousing
$17M in assets, 160 participants
Civil Air Patrol's Civil Air Patrol Employees Savings Trust reported $17M in total assets and 160 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.
- #2,329 in Transportation & Warehousing (3,362 peers)
Coverage in Alabama
Civil Air Patrol Employees Savings Trust covers 160 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $17M.
- #2,329
- in Transportation & Warehousing (3,362 peers)
- +4.0%
- assets growth YoY
Civil Air Patrol Employees Savings Trust's outsized position by total assets
Civil Air Patrol Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,644,967 Top 31% higher than 69% 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
Civil Air Patrol Employees Savings Trust 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. Civil Air Patrol Employees Savings Trust sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Civil Air Patrol Employees Savings Trust reported net income rose from -$3M in the plan year 2022 filing to $637K in the plan year 2023 filing.
- Civil Air Patrol Employees Savings Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Civil Air Patrol Employees Savings Trust reported participants rose from 154 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 756037853 · Civil Air Patrol PY 2023 · 401(k)
Civil Air Patrol Employees Savings Trust · $17M · 160 · 69th
- SCH $17M
- EBSA 160
- PART 69th
- TYPE 401(k)
- NET near Summit Group, LLC 401(k) Plan
- BOOK ind #2329
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 Alabama →
Civil Air Patrol Employees Savings Trust in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $637K |
| Employer EIN | 756037853 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Civil Air Patrol)
Sponsor-wide plan assets over time
All Civil Air Patrol plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 17.400001561755726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $16M |
| 2023 | 1 | 160 | $17M |
| 2024 | 1 | 148 | $19M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Civil Air Patrol Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Summit Group, LLC 401(k) Plan in MD ($17M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 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 (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan (WV) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.