Money Purchase · DOL Form 5500 · 2023

Experimental Aircraft Association, Inc. Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
130
Participants Small participant base
71st
Percentile by assets National rank
$141,377
Avg per participant Near avg balance/head
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Official DOL plan name: Eaa Qualified Pension Plan · Sponsored by Experimental Aircraft Association, Inc. · Wisconsin · Other Services

$18M in assets, 130 participants

Experimental Aircraft Association, Inc.'s Eaa Qualified Pension Plan reported $18M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,605 in Other Services (7,857 peers)

Coverage in Wisconsin

Eaa Qualified Pension Plan covers 130 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $18M.

#6,605
in Other Services (7,857 peers)
+17.0%
assets growth YoY

Eaa Qualified Pension Plan's outsized position by total assets

Eaa Qualified Pension Plan vs every filed plan by assets

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

$18,379,014 Top 29% higher than 71% 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

Eaa Qualified Pension 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. Eaa Qualified Pension Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eaa Qualified Pension Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Eaa Qualified Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Eaa Qualified Pension Plan reported participants rose from 128 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390917537 · Experimental Aircraft Association, Inc. PY 2023 · Money Purchase

Eaa Qualified Pension Plan · $18M · 130 · 71st

  • BOY $18M
  • BOY 130
  • BOY 71st
  • BOY Money Purchase
  • BOY near James a. Scott & Son, Inc. Pension Plan
  • BOY ind #6605

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 Other Services retirement plans → · Plans in Wisconsin →

Eaa Qualified Pension Plan in the asset neighbourhood

Brt Apartments Corp. Pension PlanBrt Apartments Corp. Pension…$19MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$19MJames a. Scott & Son, Inc. Pension PlanJames a. Scott & Son, Inc. P…$18MEaa Qualified Pension Plan$18MGrand View University Employees' Money Purchase PlanGrand View University Employ…$18M
End-of-year total assets ($M) among Eaa Qualified Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN390917537
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experimental Aircraft Association, Inc.)

Sponsor-wide plan assets over time

All Experimental Aircraft Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 19.91812685899692% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $33.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 255 $28M
2023 2 272 $33M
2024 2 311 $34M

Nearby Money Purchase Plans in Wisconsin

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

Eaa Qualified Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Eaa Qualified Pension Plan, Total assets ($B): 0.018379014 · Participants: 130Eaa Qualified Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Eaa Qualified Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Eaa Qualified Pension Plan side-by-side with 3 peers →

Eaa Qualified Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is James a. Scott & Son, Inc. Pension Plan in VA ($18M); by covered participants it is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Eaa Qualified Pension Plan assets move in 2023? ▼
Eaa Qualified Pension Plan grew sharply - up 17.0% during 2023, from $16M to $18M. Reported net income was $3M.
How have Experimental Aircraft Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experimental Aircraft Association, Inc.'s sponsor-wide assets grew 19.9%, from $28M to $34M.
Which Money Purchase plans are similar in size to Eaa Qualified Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is James a. Scott & Son, Inc. Pension Plan in VA ($18M, 366 participants).
Which Money Purchase plans cover a similar participant headcount to Eaa Qualified Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA (130 participants, $5M 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 390917537.

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.