401(k) · DOL Form 5500 · 2024
Neptune Aviation Services Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 194
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $147,917
- Avg per participant Above avg balance/head
Official DOL plan name: Neptune Aviation Savings and Investment Plan · Sponsored by Neptune Aviation Services Inc. · Montana · Transportation & Warehousing
$29M in assets, 194 participants
Neptune Aviation Services Inc.'s Neptune Aviation Savings and Investment Plan reported $29M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,504 in Transportation & Warehousing (3,299 peers)
Where Neptune Aviation Savings and Investment Plan sits by assets
Neptune Aviation Savings and Investment Plan sits in the top quartile of all filed plans by assets, $29M for 194 participants (~$147,917/participant), up 18.7% in 2024.
- #2,504
- in Transportation & Warehousing (3,299 peers)
- +18.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Neptune Aviation Savings and Investment Plan's outsized position by total assets
Neptune Aviation Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,695,846 Top 23% higher than 77% 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
Neptune Aviation Savings and Investment 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. Neptune Aviation Savings and Investment Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Neptune Aviation Savings and Investment Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Neptune Aviation Savings and Investment Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Neptune Aviation Savings and Investment Plan reported participants fell from 197 in the plan year 2023 filing to 194 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810483816 · Neptune Aviation Services Inc. PY 2024 · 401(k)
Neptune Aviation Savings and Investment Plan · $29M · 194 · 77th
- ASSETS $29M
- PCT 194
- EIN 77th
- RANK 401(k)
- PHOTO near Careington 401(k) Plan
- IND ind #2504
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 Montana →
Neptune Aviation Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 810483816 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neptune Aviation Services Inc.)
Sponsor-wide plan assets over time
All Neptune Aviation Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 38.74885823862756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $21M |
| 2023 | 1 | 197 | $24M |
| 2024 | 1 | 194 | $29M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Neptune Aviation Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Careington 401(k) Plan in TX ($29M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Careington 401(k) Plan (TX) $29M · 501
- Mountainone Financial, Inc 401(k) Plan (MA) $29M · 173
- Omniva 401(k) Plan (WA) $29M · 304
- Lewis Brothers Bakeries, Inc. Savings Plan (IN) $29M · 1,143
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Teamsnap Retirement Savings Plan (IL) 194 · 0 off
- Aphl 401(k) Pension Plan (MD) 194 · 0 off
- Bankprov 401(k) Plan (MA) 194 · 0 off
- Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust (MI) 194 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.