401(k) · DOL Form 5500 · 2024

Berry Aviation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
275
Participants Below avg headcount
58th
Percentile by assets National rank
$40,355
Avg per participant Low balance/head
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Official DOL plan name: Berry Aviation, Inc. Profit Sharing 401(k) Plan · Sponsored by Berry Aviation, Inc. · Texas · Transportation & Warehousing

$11M in assets, 275 participants

Berry Aviation, Inc.'s Berry Aviation, Inc. Profit Sharing 401(k) Plan reported $11M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,951 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Berry Aviation, Inc. Profit Sharing 401(k) Plan covers 275 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#1,951
in Transportation & Warehousing (3,299 peers)
+27.1%
assets growth YoY

Berry Aviation, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Berry Aviation, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$11,097,599 Top 42% higher than 58% 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

Berry Aviation, Inc. Profit Sharing 401(k) 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. Berry Aviation, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berry Aviation, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Berry Aviation, Inc. Profit Sharing 401(k) Plan reported participants fell from 327 in the plan year 2023 filing to 275 in the plan year 2024 filing.
  • Berry Aviation, Inc. Profit Sharing 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742288496 · Berry Aviation, Inc. PY 2024 · 401(k)

Berry Aviation, Inc. Profit Sharing 401(k) Plan · $11M · 275 · 58th

  • SCH $11M
  • SCH 275
  • SCH 58th
  • SCH 401(k)
  • SCH near Push, Inc. 401(k) Plan
  • SCH ind #1951

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 →

Berry Aviation, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Berry Aviation, Inc. Profit Sharing 401(k) PlanBerry Aviation, Inc. Profit …$11MPush, Inc. 401(k) Plan$11MAtlanta Commercial Tire Inc 401(k) Profit Sharing PlanAtlanta Commercial Tire Inc …$11MCedar Valley Services, Inc. 401(k) Profit Sharing PlanCedar Valley Services, Inc. …$11MHayfin Capital Management LLC 401(k) Profit Sharing PlanHayfin Capital Management LL…$11M
End-of-year total assets ($M) among Berry Aviation, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN742288496
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Aviation, Inc.)

Sponsor-wide plan assets over time

All Berry Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 88.63974744682055% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.88M $11.1M ▲ +88.8%
Year Plans Participants Total Assets
2022 1 345 $6M
2023 1 327 $9M
2024 1 275 $11M

Nearby 401(k) Plans in Texas

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

Berry Aviation, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Berry Aviation, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.011097599 · Participants: 275Berry Aviation, Inc. Profit Sharing 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Berry Aviation, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Berry Aviation, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Berry Aviation, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Push, Inc. 401(k) Plan in WI ($11M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Berry Aviation, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Berry Aviation, Inc. Profit Sharing 401(k) Plan grew sharply - up 27.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Berry Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Aviation, Inc.'s sponsor-wide assets grew 88.6%, from $6M to $11M.
Which 401(k) plans are similar in size to Berry Aviation, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Push, Inc. 401(k) Plan in WI ($11M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Berry Aviation, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 742288496.

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.