401(k) · DOL Form 5500 · 2024

Kellstrom Commercial Aerospace, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
116
Participants Small participant base
64th
Percentile by assets National rank
$128,801
Avg per participant Near avg balance/head
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Official DOL plan name: Kellstrom Aerospace Employees Retirement Plan & Trust · Sponsored by Kellstrom Commercial Aerospace, Inc. · Illinois · Transportation & Warehousing

$15M in assets, 116 participants

Kellstrom Commercial Aerospace, Inc.'s Kellstrom Aerospace Employees Retirement Plan & Trust reported $15M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,147 in Transportation & Warehousing (3,299 peers)

Coverage in Illinois

Kellstrom Aerospace Employees Retirement Plan & Trust covers 116 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#2,147
in Transportation & Warehousing (3,299 peers)
+14.4%
assets growth YoY

Kellstrom Aerospace Employees Retirement Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Kellstrom Aerospace Employees Retirement Plan & Trust vs every filed plan by assets

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

$14,940,903 Top 36% higher than 64% 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

Kellstrom Aerospace Employees Retirement Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kellstrom Aerospace Employees Retirement Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kellstrom Aerospace Employees Retirement Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Kellstrom Aerospace Employees Retirement Plan & Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Kellstrom Aerospace Employees Retirement Plan & Trust reported participants rose from 105 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 020617973 · Kellstrom Commercial Aerospace, Inc. PY 2024 · 401(k)

Kellstrom Aerospace Employees Retirement Plan & Trust · $15M · 116 · 64th

  • EBSA $15M
  • EBSA 116
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Sli Design Retirement Plan
  • EBSA ind #2147

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 Illinois →

Kellstrom Aerospace Employees Retirement Plan & Trust in the asset neighbourhood

Kellstrom Aerospace Employees Retirement Plan & TrustKellstrom Aerospace Employee…$15MSli Design Retirement Plan$15MEcolab Puerto Rico Savings PlanEcolab Puerto Rico Savings P…$15MGossett Motors 401(k) Plan$15MValentino U.S.a., Inc. 401(k) Retirement PlanValentino U.S.a., Inc. 401(k…$15M
End-of-year total assets ($M) among Kellstrom Aerospace Employees Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN020617973
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kellstrom Commercial Aerospace, Inc.)

Sponsor-wide plan assets over time

All Kellstrom Commercial Aerospace, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.30681198004537% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $14.9M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 97 $12M
2023 1 105 $13M
2024 2 235 $15M

Nearby 401(k) Plans in Illinois

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

Kellstrom Aerospace Employees Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Kellstrom Aerospace Employees Retirement Plan & Trust, Total assets ($B): 0.014940903 · Participants: 116Kellstrom Aerospace Employees Retirement Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Kellstrom Aerospace Employees Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Kellstrom Aerospace Employees Retirement Plan & Trust side-by-side with 3 peers →

Kellstrom Aerospace Employees Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sli Design Retirement Plan in TX ($15M); by covered participants it is Southern Urology, LLC 401(k) Plan and Trust in LA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Kellstrom Aerospace Employees Retirement Plan & Trust assets move in 2024? ▼
Kellstrom Aerospace Employees Retirement Plan & Trust grew at a solid clip - up 14.4% during 2024, from $13M to $15M. Reported net income was $2M.
How have Kellstrom Commercial Aerospace, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kellstrom Commercial Aerospace, Inc.'s sponsor-wide assets grew 29.3%, from $12M to $15M.
Which 401(k) plans are similar in size to Kellstrom Aerospace Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sli Design Retirement Plan in TX ($15M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Kellstrom Aerospace Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Urology, LLC 401(k) Plan and Trust in LA (116 participants, $21M 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 020617973.

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.