Other
2024 plan-year Other DOL Form 5500

Air Tractor Holdings, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Air Tractor Holdings, Inc. · Texas · Manufacturing

What the 2023 filing shows

Air Tractor Holdings, Inc. Employee Stock Ownership Plan holds $401M for 350 participants — about $1.1M per participant, up 12.6% over the 2024 plan year.

$401M
total plan assets (2024 EOY)
350
covered participants
$1.1M
avg assets per participant
+12.6%
assets growth YoY
Total Assets (2023)
$401M
Participants
350
State
Industry
Manufacturing

What the Filing Says About Air Tractor Holdings, Inc. Employee Stock Ownership Plan

Air Tractor Holdings, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Air Tractor Holdings, Inc., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $401M in total end-of-year assets and covers 350 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 821754708, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $357M at the beginning of 2024 to $401M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $329M, with reported net income of $45M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$357M
Total Assets (End of Year)$401M
Net Assets (End of Year)$329M
Net Income$45M
Plan TypeOther
Employer EIN821754708
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air Tractor Holdings, Inc.)

Year Plans Participants Total Assets
2022 1 251 $289M
2023 1 308 $357M
2024 1 350 $401M

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Air Tractor Holdings, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Air Tractor Holdings, Inc. Employee Stock Ownership Plan holds $401M in total assets with 350 participants. It is sponsored by Air Tractor Holdings, Inc..
What type of plan is Air Tractor Holdings, Inc. Employee Stock Ownership Plan?
Air Tractor Holdings, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 821754708.
Who sponsors the Air Tractor Holdings, Inc. Employee Stock Ownership Plan?
Air Tractor Holdings, Inc. Employee Stock Ownership Plan is sponsored by Air Tractor Holdings, Inc., located in Texas. The sponsor's EIN is 821754708 and the plan operates in the Manufacturing industry.
How did Air Tractor Holdings, Inc. Employee Stock Ownership Plan perform in 2024?
Air Tractor Holdings, Inc. Employee Stock Ownership Plan grew by 12.6% during 2024, moving from $357M to $401M in total assets. Net income was $45M.
Where can I find official filings for Air Tractor Holdings, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Air Tractor Holdings, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 821754708 or plan name at efast.dol.gov.
How does Air Tractor Holdings, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Air Tractor Holdings, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 821754708.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.