401(k) · DOL Form 5500 · 2024
Menzie's Aviation (USA), Inc. 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 6,070
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $13,469
- Avg per participant Low balance/head
Official DOL plan name: Menzies Aviation (USA), Inc. 401(k) Plan · Sponsored by Menzie's Aviation (USA), Inc. · Texas · Transportation & Warehousing
$82M in assets, 6,070 participants
Menzie's Aviation (USA), Inc.'s Menzies Aviation (USA), Inc. 401(k) Plan reported $82M in total assets and 6,070 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,863 in Transportation & Warehousing (3,299 peers)
Coverage in Texas
Menzies Aviation (USA), Inc. 401(k) Plan covers 6,070 participants in Texas, 8.8x the typical Texas plan (state average ~688 per filing). Assets: $82M.
- #2,863
- in Transportation & Warehousing (3,299 peers)
- +17.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Menzies Aviation (USA), Inc. 401(k) Plan's outsized position by total assets
Menzies Aviation (USA), Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,754,595 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Menzies Aviation (USA), Inc. 401(k) 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. Menzies Aviation (USA), Inc. 401(k) Plan lands in the large band (6,070 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Menzies Aviation (USA), Inc. 401(k) Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Menzies Aviation (USA), Inc. 401(k) Plan end-of-year assets rose from $70M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Menzies Aviation (USA), Inc. 401(k) Plan reported participants rose from 5,610 in the plan year 2023 filing to 6,070 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231707864 · Menzie's Aviation (USA), Inc. PY 2024 · 401(k)
Menzies Aviation (USA), Inc. 401(k) Plan · $82M · 6,070 · 89th
- RANK $82M
- PHOTO 6,070
- IND 89th
- EOY 401(k)
- 5500 near American National Bank 401(k) Profit Sharing Plan
- ASSETS ind #2863
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 Texas →
Menzies Aviation (USA), Inc. 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $12M |
| Employer EIN | 231707864 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Menzie's Aviation (USA), Inc.)
Sponsor-wide plan assets over time
All Menzie's Aviation (USA), Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 36.38025736569222% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,449 | $60M |
| 2023 | 1 | 5,610 | $70M |
| 2024 | 1 | 6,070 | $82M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Menzies Aviation (USA), Inc. 401(k) Plan
Menzies Aviation (USA), Inc. 401(k) Plan reports $82M in end-of-year assets across 6,070 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $13,469 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.
This plan identity (EIN 231707864, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $60M to $82M (+36.4%) while covered participants moved from 10,449 to 6,070 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,449 | $60M | Open filing |
| 2023 | 5,610 | $70M | Open filing |
| 2024 · index core | 6,070 | $82M | This page |
Menzies Aviation (USA), Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is American National Bank 401(k) Profit Sharing Plan in NE ($82M); by covered participants it is Champion Home Builders, Inc. 401(k) Savings Plan in MI (6,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- American National Bank 401(k) Profit Sharing Plan (NE) $82M · 541
- Sutherland Lumber Company Employee Savings Plan (MO) $82M · 1,450
- Primary Residential Mortgage, Inc. 401(k) Plan (UT) $82M · 1,097
- Cambridge Systematics, Inc. 401(k) Plan (MA) $82M · 236
Similar participant headcount
Nearest other-state filings by covered participants (6,070 participants); asset peers above are excluded.
- Champion Home Builders, Inc. 401(k) Savings Plan (MI) 6,067 · 3 off
- Herc Rentals Income Savings Plan (FL) 6,064 · 6 off
- Bread Financial 401(k) Plan (OH) 6,062 · 8 off
- Garff Companies 401(k) Retirement Savings Plan (UT) 6,081 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.