401(k) · DOL Form 5500 · 2023

Unical Aviation, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
311
Participants Below avg headcount
74th
Percentile by assets National rank
$70,711
Avg per participant Below avg balance/head
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Official DOL plan name: Unical Aviation, Inc. Profit Sharing and 401(k) Plan · Sponsored by Unical Aviation, Inc. · Arizona · Wholesale Trade

$22M in assets, 311 participants

Unical Aviation, Inc.'s Unical Aviation, Inc. Profit Sharing and 401(k) Plan reported $22M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,526 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Unical Aviation, Inc. Profit Sharing and 401(k) Plan holds $22M for 311 participants - about $70,711 per participant, above the median plan by assets.

#4,526
in Wholesale Trade (6,309 peers)
+6.6%
assets growth YoY

Unical Aviation, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Unical Aviation, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$21,991,150 Top 26% higher than 74% 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

Unical Aviation, Inc. Profit Sharing and 401(k) 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. Unical Aviation, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unical Aviation, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Unical Aviation, Inc. Profit Sharing and 401(k) Plan reported participants fell from 353 in the plan year 2022 filing to 311 in the plan year 2023 filing.
  • Unical Aviation, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954260177 · Unical Aviation, Inc. PY 2023 · 401(k)

Unical Aviation, Inc. Profit Sharing and 401(k) Plan · $22M · 311 · 74th

  • PART $22M
  • PART 311
  • PART 74th
  • PART 401(k)
  • PART near Potter Employees 401(k) Plan
  • PART ind #4526

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 Wholesale Trade retirement plans → · Plans in Arizona →

Unical Aviation, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Unical Aviation, Inc. Profit Sharing and 401(k) PlanUnical Aviation, Inc. Profit…$22MPotter Employees 401(k) Plan$22MVuteq Corporation Retirement Readiness 401(k) PlanVuteq Corporation Retirement…$22MBaytex Energy USA, Inc. 401(k) PlanBaytex Energy USA, Inc. 401(…$22MNashville Predators Hockey Club 401(k) Profit Sharing PlanNashville Predators Hockey C…$22M
End-of-year total assets ($M) among Unical Aviation, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN954260177
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unical Aviation, Inc.)

Sponsor-wide plan assets over time

All Unical Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 9.345403003789336% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $20.6M $22.6M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 353 $21M
2023 1 311 $22M
2024 1 288 $23M

Nearby 401(k) Plans in Arizona

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

Unical Aviation, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Unical Aviation, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.02199115 · Participants: 311Unical Aviation, Inc. Profit Sharing and 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Unical Aviation, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Unical Aviation, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Potter Employees 401(k) Plan in MO ($22M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Unical Aviation, Inc. Profit Sharing and 401(k) Plan assets move in 2023?
Unical Aviation, Inc. Profit Sharing and 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $21M to $22M. Reported net income was $1M.
How have Unical Aviation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Unical Aviation, Inc.'s sponsor-wide assets grew 9.3%, from $21M to $23M.
Which 401(k) plans are similar in size to Unical Aviation, Inc. Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Potter Employees 401(k) Plan in MO ($22M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Unical Aviation, Inc. Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K in assets).