Money Purchase · DOL Form 5500 · 2023

Experimental Aircraft Association, Inc. Money Purchase Plan

Data updated 2026-08-11

$18M
Total assets
130
Participants
71st
Percentile by assets
$141,377
Avg per participant
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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.

  • 71st percentile by assets (of 127,072 plans)
  • #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.

$18M
total plan assets (2023 EOY)
130
covered participants
71st
percentile by assets (of 127,072 plans)
$141,377
avg assets per participant

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 →

State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Eaa Qualified Pension Plan reports 130 participants - about 23% of that state average ($18M EOY assets).

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.)

$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $33.7M ▲ +19.9%
Total plan assets by year, all Experimental Aircraft Association, Inc. plans on file
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

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 Pensio…Employees Retirement…Telephone and Data S…North Central States…Aspirus, Inc. Frozen…Wisconsin Glaziers &…
Eaa Qualified Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Eaa Qualified Pension Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Eaa Qualified Pension Plan's numbers.