ESOP · DOL Form 5500 · 2023

Big Valley Aviation, Inc. ESOP

Data updated 2026-08-25

$521K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$86,903
Avg per participant Below avg balance/head
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Official DOL plan name: Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Big Valley Aviation, Inc. · California · Other Services

$521K in assets, 6 participants

Big Valley Aviation, Inc.'s Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported $521K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,079 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust ranks #3,079 of 7,857 2023 filers by assets (3849% of the sector average)-$521K for 6 participants.

#3,079
in Other Services (7,857 peers)
+73.7%
assets growth YoY

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$521,420 18th percentile higher than 18% 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

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$293K in the plan year 2022 filing to $221K in the plan year 2023 filing.
  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $300K in the plan year 2022 filing to $521K in the plan year 2023 filing.
  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942338513 · Big Valley Aviation, Inc. PY 2023 · ESOP

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · $521K · 6 · 18th

  • ASSETS $521K
  • ASSETS 6
  • ASSETS 18th
  • ASSETS ESOP
  • ASSETS near ESOP Partners Employee Stock Ownership Plan
  • ASSETS ind #3079

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 What is an ESOP? → · Plans in California →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Compressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$525KBig Valley Aviation, Inc. Employee Stock Ownership Plan and TrustBig Valley Aviation, Inc. Em…$521KESOP Partners Employee Stock Ownership PlanESOP Partners Employee Stock…$522KMesa Design Associates, Inc. Employee Stock Ownership PlanMesa Design Associates, Inc.…$524KKappler, Inc. Employee Stock Ownership PlanKappler, Inc. Employee Stock…$524K
End-of-year total assets ($M) among Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$521K
Net Income$221K
Employer EIN942338513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Big Valley Aviation, Inc.)

Sponsor-wide plan assets over time

All Big Valley Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269K 10.564621159886615% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.27M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 5 $300K
2023 1 6 $521K
2024 1 5 $269K

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00052142 · Participants: 6Big Valley Aviation, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is ESOP Partners Employee Stock Ownership Plan in WI ($522K); by covered participants it is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust surged - up 73.7% during 2023, from $300K to $521K. Reported net income was $221K.
How have Big Valley Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Big Valley Aviation, Inc.'s sponsor-wide assets declined 10.6%, from $300K to $269K.
Where does Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is ESOP Partners Employee Stock Ownership Plan in WI ($522K, 24 participants).
Which ESOP plans cover a similar participant headcount to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Guaranty Bank Employee Stock Ownership Plan in LA (6 participants, $17K 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 942338513.

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.