ESOP · DOL Form 5500 · 2024

Big Valley Aviation, Inc. ESOP

Data updated 2026-08-25

$269K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$53,700
Avg per participant Low balance/head
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Official DOL plan name: Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Big Valley Aviation, Inc. · California · Other Services

$269K in assets, 5 participants

Big Valley Aviation, Inc.'s Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported $269K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,081 in Other Services (7,719 peers)

Big Valley Aviation, Inc. multi-year trail

Big Valley Aviation, Inc.'s plans moved -10.6% in assets from 2022 to 2024; this filing shows Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust at $269K / 5 participants.

#2,081
in Other Services (7,719 peers)
-48.5%
assets change YoY

The plan reported a net loss of $259K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$268,502 13th percentile higher than 13% 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

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $221K in the plan year 2023 filing to -$259K in the plan year 2024 filing.
  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $521K in the plan year 2023 filing to $269K in the plan year 2024 filing.
  • Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942338513 · Big Valley Aviation, Inc. PY 2024 · ESOP

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust · $269K · 5 · 13th

  • RANK $269K
  • PHOTO 5
  • IND 13th
  • EOY ESOP
  • 5500 near Plexon, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2081

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 What is an ESOP? → · Plans in California →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Big Valley Aviation, Inc. Employee Stock Ownership Plan and TrustBig Valley Aviation, Inc. Em…$269KPlexon, Inc. Employee Stock Ownership PlanPlexon, Inc. Employee Stock …$268KGreyhawk Employee Stock Ownership PlanGreyhawk Employee Stock Owne…$270KPce Employee Stock Ownership PlanPce Employee Stock Ownership…$270KFender Marine Construction, Inc. Employee Stock Ownership PlanFender Marine Construction, …$270K
End-of-year total assets ($M) among Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Big Valley Aviation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Big Valley Aviation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269K 10.564621159886615% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.3M $0.27M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 5 $300K
2023 1 6 $521K
2024 1 5 $269K

Big Valley Aviation, Inc. filing trail (2024)

Total Assets (Beginning of Year)$521K
Net Assets (End of Year)$263K
Net Income-$259K
Employer EIN942338513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000268502 · Participants: 5Big Valley Aviation, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Plexon, Inc. Employee Stock Ownership Plan in TX ($268K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 48.5% during 2024, from $521K to $269K. Reported net income was -$259K.
How have Big Valley Aviation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Big Valley Aviation, Inc.'s sponsor-wide assets declined 10.6%, from $300K to $269K.
Where does Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Plexon, Inc. Employee Stock Ownership Plan in TX ($268K, 25 participants).
Which ESOP plans cover a similar participant headcount to Big Valley Aviation, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $700K 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 942338513.

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.