401(k) · DOL Form 5500 · 2024

Aero Group Holdings 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
160
Participants Small participant base
37th
Percentile by assets National rank
$23,489
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aero Group Holdings 401(k) Profit Sharing Plan & Trust · Sponsored by Aero Group Holdings · North Carolina · Manufacturing

$4M in assets, 160 participants

Aero Group Holdings's Aero Group Holdings 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,654 in Manufacturing (17,777 peers)

Coverage in North Carolina

Aero Group Holdings 401(k) Profit Sharing Plan & Trust covers 160 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#3,654
in Manufacturing (17,777 peers)
+45.3%
assets growth YoY

Aero Group Holdings 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Aero Group Holdings 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,758,255 37th percentile higher than 37% 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

Aero Group Holdings 401(k) Profit Sharing Plan & Trust 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. Aero Group Holdings 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aero Group Holdings 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Aero Group Holdings 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Aero Group Holdings 401(k) Profit Sharing Plan & Trust reported participants rose from 135 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822796674 · Aero Group Holdings PY 2024 · 401(k)

Aero Group Holdings 401(k) Profit Sharing Plan & Trust · $4M · 160 · 37th

  • PHOTO $4M
  • IND 160
  • EOY 37th
  • 5500 401(k)
  • ASSETS near 23 Bottles of Beer LLC 401(k) Plan
  • PCT ind #3654

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 Manufacturing retirement plans → · Plans in North Carolina →

Aero Group Holdings 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Aero Group Holdings 401(k) Profit Sharing Plan & TrustAero Group Holdings 401(k) P…$4M23 Bottles of Beer LLC 401(k) Plan23 Bottles of Beer LLC 401(k…$4MKme Systems Inc. 401(k) Plan$4MAdvantage Home Care, Inc. 401(k) Profit Sharing PlanAdvantage Home Care, Inc. 40…$4MRobert S. Oliver, D. D. S., Inc. 401(k) Profit Sharing PlanRobert S. Oliver, D. D. S., …$4M
End-of-year total assets ($M) among Aero Group Holdings 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN822796674
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aero Group Holdings)

Sponsor-wide plan assets over time

All Aero Group Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.334472830910286% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M 20232024 $2.59M $3.76M ▲ +45.2%
Year Plans Participants Total Assets
2023 1 135 $3M
2024 1 160 $4M

Nearby 401(k) Plans in North Carolina

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

Aero Group Holdings 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Aero Group Holdings 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003758255 · Participants: 160Aero Group Holdings 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Aero Group Holdings 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Aero Group Holdings 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Aero Group Holdings 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is 23 Bottles of Beer LLC 401(k) Plan in CA ($4M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Aero Group Holdings 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Aero Group Holdings 401(k) Profit Sharing Plan & Trust surged - up 45.3% during 2024, from $3M to $4M. Reported net income was $1M.
How have Aero Group Holdings plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aero Group Holdings's sponsor-wide assets grew 45.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Aero Group Holdings 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is 23 Bottles of Beer LLC 401(k) Plan in CA ($4M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Aero Group Holdings 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 822796674.

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.