401(k) · DOL Form 5500 · 2024

Independent Pilots Association 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
34
Participants Small participant base
75th
Percentile by assets National rank
$743,254
Avg per participant High balance/head
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Official DOL plan name: Independent Pilots Association Staff Retirement Plan · Sponsored by Independent Pilots Association · Kentucky · Other Services

$25M in assets, 34 participants

Independent Pilots Association's Independent Pilots Association Staff Retirement Plan reported $25M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,677 in Other Services (7,719 peers)

Where Independent Pilots Association Staff Retirement Plan sits by assets

Independent Pilots Association Staff Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 34 participants (~$743,254/participant), up 19.2% in 2024.

#6,677
in Other Services (7,719 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Independent Pilots Association Staff Retirement Plan's outsized position by total assets

Independent Pilots Association Staff Retirement Plan vs every filed plan by assets

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

$25,270,641 Top 25% higher than 75% 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

Independent Pilots Association Staff Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Pilots Association Staff Retirement Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Pilots Association Staff Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Independent Pilots Association Staff Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Independent Pilots Association Staff Retirement Plan reported participants rose from 32 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611171169 · Independent Pilots Association PY 2024 · 401(k)

Independent Pilots Association Staff Retirement Plan · $25M · 34 · 75th

  • VS-ST $25M
  • BOY 34
  • SCH 75th
  • EBSA 401(k)
  • PART near Mocean Retirement Plan
  • TYPE ind #6677

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 Kentucky →

Independent Pilots Association Staff Retirement Plan in the asset neighbourhood

Independent Pilots Association Staff Retirement PlanIndependent Pilots Associati…$25MMocean Retirement Plan$25MBluestone Physician Services 401(k) PlanBluestone Physician Services…$25MCambridge Brands Inc. Retirement and Savings PlanCambridge Brands Inc. Retire…$25MAcero 401(k) Plan$25M
End-of-year total assets ($M) among Independent Pilots Association Staff Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN611171169
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Pilots Association)

Sponsor-wide plan assets over time

All Independent Pilots Association plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.99370344136602% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $25.3M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 29 $19M
2023 1 32 $21M
2024 1 34 $25M

Nearby 401(k) Plans in Kentucky

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

Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Independent Pilots Association Staff Retirement Plan, Total assets ($B): 0.025270641 · Participants: 34Independent Pilots Association Staff Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Independent Pilots Association Staff Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Independent Pilots Association Staff Retirement Plan side-by-side with 3 peers →

Independent Pilots Association Staff Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mocean Retirement Plan in CA ($25M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Independent Pilots Association Staff Retirement Plan assets move in 2024? ▼
Independent Pilots Association Staff Retirement Plan grew sharply - up 19.2% during 2024, from $21M to $25M. Reported net income was $4M.
How have Independent Pilots Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Pilots Association's sponsor-wide assets grew 36.0%, from $19M to $25M.
Where does Independent Pilots Association Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Independent Pilots Association Staff Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mocean Retirement Plan in CA ($25M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pilots Association Staff Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 611171169.

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.