401(k) · DOL Form 5500 · 2024

Breeze Aviation Group, Inc 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,492
Participants Near avg headcount
82nd
Percentile by assets National rank
$27,251
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breeze Aviation Group 401(k) Team Member Plan · Sponsored by Breeze Aviation Group, Inc · Utah · Transportation & Warehousing

$41M in assets, 1,492 participants

Breeze Aviation Group, Inc's Breeze Aviation Group 401(k) Team Member Plan reported $41M in total assets and 1,492 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,652 in Transportation & Warehousing (3,299 peers)

Coverage in Utah

Breeze Aviation Group 401(k) Team Member Plan covers 1,492 participants in Utah, 2.5x the typical Utah plan (state average ~592 per filing). Assets: $41M.

#2,652
in Transportation & Warehousing (3,299 peers)
+99.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Breeze Aviation Group 401(k) Team Member Plan's outsized position by total assets

Breeze Aviation Group 401(k) Team Member Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,658,585 Top 18% higher than 82% of 123,620 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 2024

Breeze Aviation Group 401(k) Team Member Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breeze Aviation Group 401(k) Team Member Plan lands in the large band (1,492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Breeze Aviation Group 401(k) Team Member Plan end-of-year assets rose from $20M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Breeze Aviation Group 401(k) Team Member Plan reported net income rose from $12M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Breeze Aviation Group 401(k) Team Member Plan reported participants rose from 935 in the plan year 2023 filing to 1,492 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822644964 · Breeze Aviation Group, Inc PY 2024 · 401(k)

Breeze Aviation Group 401(k) Team Member Plan · $41M · 1,492 · 82nd

  • TYPE $41M
  • TYPE 1,492
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Hmt 401(k) Retirement Plan
  • TYPE ind #2652

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 Utah →

Breeze Aviation Group 401(k) Team Member Plan in the asset neighbourhood

Breeze Aviation Group 401(k) Team Member PlanBreeze Aviation Group 401(k)…$41MHmt 401(k) Retirement Plan$41MCalifornia Insurance Guarantee Association 401(k) PlanCalifornia Insurance Guarant…$41MMarkwins Beauty Brands, Inc. 401(k) Retirement PlanMarkwins Beauty Brands, Inc.…$41MBal Seal Engineering, Inc. Savings & Investment PlanBal Seal Engineering, Inc. S…$41M
End-of-year total assets ($M) among Breeze Aviation Group 401(k) Team Member Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$41M
Net Income$20M
Employer EIN822644964
Plan Effective Date2020-02-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Breeze Aviation Group, Inc)

Sponsor-wide plan assets over time

All Breeze Aviation Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$41M 375.2001409053684% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $8.56M $40.7M ▲ +375.0%
Year Plans Participants Total Assets
2022 1 409 $9M
2023 1 935 $20M
2024 1 1,492 $41M

Nearby 401(k) Plans in Utah

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

Breeze Aviation Group 401(k) Team Member Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Breeze Aviation Group 401(k) Team Member Plan, Total assets ($B): 0.040658585 · Participants: 1492Breeze Aviation Group 401(k) Team Member PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Breeze Aviation Group 401(k) Team Member Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Breeze Aviation Group 401(k) Team Member Plan side-by-side with 3 peers →

Breeze Aviation Group 401(k) Team Member Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Hmt 401(k) Retirement Plan in TX ($41M); by covered participants it is The Nordam Group LLC 401(k) Retirement Plan in OK (1,492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,492 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breeze Aviation Group 401(k) Team Member Plan assets move in 2024? ▼
Breeze Aviation Group 401(k) Team Member Plan surged - up 99.3% during 2024, from $20M to $41M. Reported net income was $20M.
How have Breeze Aviation Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breeze Aviation Group, Inc's sponsor-wide assets grew 375.2%, from $9M to $41M.
Where does Breeze Aviation Group 401(k) Team Member Plan rank by assets among Form 5500 filers? ▼
Breeze Aviation Group 401(k) Team Member Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Breeze Aviation Group 401(k) Team Member Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hmt 401(k) Retirement Plan in TX ($41M, 1,223 participants).
Which 401(k) plans cover a similar participant headcount to Breeze Aviation Group 401(k) Team Member Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Nordam Group LLC 401(k) Retirement Plan in OK (1,492 participants, $251M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822644964.

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.