Other · DOL Form 5500 · 2024

Experimental Aircraft Association, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
163
Participants Small participant base
64th
Percentile by assets National rank
$88,755
Avg per participant Below avg balance/head
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Official DOL plan name: Experimental Aircraft Association, Inc. 403(b) Tda Plan · Sponsored by Experimental Aircraft Association, Inc. · Wisconsin · Other Services

$14M in assets, 163 participants

Experimental Aircraft Association, Inc.'s Experimental Aircraft Association, Inc. 403(b) Tda Plan reported $14M in total assets and 163 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.

  • #6,144 in Other Services (7,719 peers)

Coverage in Wisconsin

Experimental Aircraft Association, Inc. 403(b) Tda Plan covers 163 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#6,144
in Other Services (7,719 peers)
+0.8%
assets growth YoY

Experimental Aircraft Association, Inc. 403(b) Tda Plan's mid-pack asset rank among Other Services and all filers

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs every filed plan by assets

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

$14,467,004 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

Experimental Aircraft Association, Inc. 403(b) Tda Plan 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. Experimental Aircraft Association, Inc. 403(b) Tda Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Experimental Aircraft Association, Inc. 403(b) Tda Plan reported net income fell from $2M in the plan year 2023 filing to $112K in the plan year 2024 filing.
  • Experimental Aircraft Association, Inc. 403(b) Tda Plan reported participants rose from 142 in the plan year 2023 filing to 163 in the plan year 2024 filing.
  • Experimental Aircraft Association, Inc. 403(b) Tda Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390917537 · Experimental Aircraft Association, Inc. PY 2024 · Other

Experimental Aircraft Association, Inc. 403(b) Tda Plan · $14M · 163 · 64th

  • RANK $14M
  • PHOTO 163
  • IND 64th
  • EOY Other
  • 5500 near Fenimore Art Museum and the Farmers Museum Retirement Plan
  • ASSETS ind #6144

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 Other Services retirement plans → · Plans in Wisconsin →

Experimental Aircraft Association, Inc. 403(b) Tda Plan in the asset neighbourhood

403(b) Thrift Plan of Family First Health Corporation403(b) Thrift Plan of Family…$14MExperimental Aircraft Association, Inc. 403(b) Tda PlanExperimental Aircraft Associ…$14MFenimore Art Museum and the Farmers Museum Retirement PlanFenimore Art Museum and the …$14MSeattle Aquarium Society 403(b) PlanSeattle Aquarium Society 403…$14MBath Community Hospital Employees 403(b) Retirement PlanBath Community Hospital Empl…$14M
End-of-year total assets ($M) among Experimental Aircraft Association, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$112K
Employer EIN390917537
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experimental Aircraft Association, Inc.)

Sponsor-wide plan assets over time

All Experimental Aircraft Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 19.91812685899692% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.1M $33.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 255 $28M
2023 2 272 $33M
2024 2 311 $34M

Nearby Other Plans in Wisconsin

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

Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Experimental Aircraft Association, Inc. 403(b) Tda Plan, Total assets ($B): 0.014467004 · Participants: 163Experimental Aircraft Association, Inc. 403(b) Tda PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Experimental Aircraft Association, Inc. 403(b) Tda Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Experimental Aircraft Association, Inc. 403(b) Tda Plan side-by-side with 3 peers →

Experimental Aircraft Association, Inc. 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Fenimore Art Museum and the Farmers Museum Retirement Plan in NY ($14M); by covered participants it is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Experimental Aircraft Association, Inc. 403(b) Tda Plan assets move in 2024? ▼
Experimental Aircraft Association, Inc. 403(b) Tda Plan held essentially flat - up 0.8% during 2024, from $14M to $14M. Reported net income was $112K.
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 Other plans are similar in size to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Fenimore Art Museum and the Farmers Museum Retirement Plan in NY ($14M, 141 participants).
Which Other plans cover a similar participant headcount to Experimental Aircraft Association, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Society of Actuaries Research Institute 403(b) Retirement Plan in IL (163 participants, $67M 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 390917537.

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.