401(k) · DOL Form 5500 · 2023

Gem Aviation Corporation 401(k) Plan

Data updated 2026-08-25

$420K
Total assets Small plan by assets: 1
Participants Small participant base: 16th
Percentile by assets National rank: $419,742
Avg per participant High balance/head

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Official DOL plan name: Gem Aviation 401(k) · Sponsored by Gem Aviation Corporation · Texas · Transportation & Warehousing

$420K in assets, 1 participants

Gem Aviation Corporation's Gem Aviation 401(k) reported $420K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#585 in Transportation & Warehousing (3,362 peers)

2023 asset change

Gem Aviation 401(k) pulled back noticeably 11.3% in 2023 ($473K → $420K) for 1 participant.

#585
in Transportation & Warehousing (3,362 peers): -11.3%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gem Aviation 401(k) among the smaller filed plans by assets

Gem Aviation 401(k) vs every filed plan by assets

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

$419,742 16th percentile higher than 16% 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

Gem Aviation 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gem Aviation 401(k) is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Gem Aviation 401(k) reported net income fell from $66K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
Gem Aviation 401(k) end-of-year assets fell from $473K in the plan year 2022 filing to $420K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852898157 · Gem Aviation Corporation PY 2023 · 401(k)

Gem Aviation 401(k) · $420K · 1 · 16th

BOY $420K
BOY 1
BOY 16th
BOY 401(k)
BOY near 5th Enterprises, Inc. 401(k) Plan
BOY ind #585

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 →

End-of-year total assets ($M) among Gem Aviation 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gem Aviation Corporation years around the 2023 move

Latest sponsor-wide plan assets: $429K 9.243045409663798% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$473K
2023	1	1	$420K
2024	1	1	$429K

2023 asset-move particulars

Total Assets (Beginning of Year)	$473K
Net Assets (End of Year)	$420K
Net Income	-$53K
Employer EIN	852898157
Plan Effective Date	2020-09-09
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Gem Aviation 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Gem Aviation 401(k) side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is 5th Enterprises, Inc. 401(k) Plan in NC ($420K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($420K here).

5th Enterprises, Inc. 401(k) Plan (NC) $420K · 22
Backhomee South Inc Retirement Plan (GA) $420K · 1
P&g Travel Inc. 401(k) Plan (FL) $420K · 2
Best Life Ventures, Inc 401(k) Plan (MN) $420K · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off

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 Gem Aviation 401(k) assets move in 2023? ▼

Gem Aviation 401(k) pulled back noticeably - down 11.3% during 2023, from $473K to $420K. Reported net income was -$53K.

How have Gem Aviation Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Gem Aviation Corporation's sponsor-wide assets declined 9.2%, from $473K to $429K.

Where does Gem Aviation 401(k) rank by assets among Form 5500 filers? ▼

Gem Aviation 401(k) ranks in the 16th 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 401(k) plans are similar in size to Gem Aviation 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is 5th Enterprises, Inc. 401(k) Plan in NC ($420K, 22 participants).

Which 401(k) plans cover a similar participant headcount to Gem Aviation 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 852898157.