401(k) · DOL Form 5500 · 2024

Aviation Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
94
Participants Small participant base
87th
Percentile by assets National rank
$699,022
Avg per participant High balance/head
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Official DOL plan name: Aviation Capital Group 401(k) Plan · Sponsored by Aviation Capital Group LLC · California · Finance & Insurance

$66M in assets, 94 participants

Aviation Capital Group LLC's Aviation Capital Group 401(k) Plan reported $66M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,835 in Finance & Insurance (8,549 peers)

Where Aviation Capital Group 401(k) Plan sits by assets

Aviation Capital Group 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 94 participants (~$699,022/participant), up 11.0% in 2024.

#6,835
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Aviation Capital Group 401(k) Plan's outsized position by total assets

Aviation Capital Group 401(k) Plan vs every filed plan by assets

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

$65,708,023 Top 13% higher than 87% 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

Aviation Capital Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aviation Capital Group 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aviation Capital Group 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Aviation Capital Group 401(k) Plan end-of-year assets rose from $59M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Aviation Capital Group 401(k) Plan reported participants rose from 93 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061395411 · Aviation Capital Group LLC PY 2024 · 401(k)

Aviation Capital Group 401(k) Plan · $66M · 94 · 87th

  • PCT $66M
  • PCT 94
  • PCT 87th
  • PCT 401(k)
  • PCT near National Life Insurance Company Agents Retirement Plan
  • PCT ind #6835

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 Finance & Insurance retirement plans → · Plans in California →

Aviation Capital Group 401(k) Plan in the asset neighbourhood

Aro Drilling 401(k) Plan$66MAviation Capital Group 401(k) PlanAviation Capital Group 401(k…$66MNational Life Insurance Company Agents Retirement PlanNational Life Insurance Comp…$66MMeaden & Moore Employees' 401(k) Retirement Savings PlanMeaden & Moore Employees' 40…$66MMaxum Petroleum 401(k) Plan$66M
End-of-year total assets ($M) among Aviation Capital Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$66M
Net Income$7M
Employer EIN061395411
Plan Effective Date2019-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aviation Capital Group LLC)

Sponsor-wide plan assets over time

All Aviation Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 19.10372898331894% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.2M $65.7M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 99 $55M
2023 1 93 $59M
2024 1 94 $66M

Nearby 401(k) Plans in California

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

Aviation Capital Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aviation Capital Group 401(k) Plan, Total assets ($B): 0.065708023 · Participants: 94Aviation Capital Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aviation Capital Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aviation Capital Group 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is National Life Insurance Company Agents Retirement Plan in VT ($66M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Aviation Capital Group 401(k) Plan assets move in 2024? ▼
Aviation Capital Group 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $59M to $66M. Reported net income was $7M.
How have Aviation Capital Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aviation Capital Group LLC's sponsor-wide assets grew 19.1%, from $55M to $66M.
Where does Aviation Capital Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Aviation Capital Group 401(k) Plan ranks in the 87th 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 Aviation Capital Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Life Insurance Company Agents Retirement Plan in VT ($66M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Aviation Capital Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 061395411.

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.