401(k) · DOL Form 5500 · 2024

Clay Lacy Aviation 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
717
Participants
88th
Percentile by assets
$106,936
Avg per participant
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Official DOL plan name: Clay Lacy Aviation Matching 401(k) Plan · Sponsored by Clay Lacy Aviation · California · Transportation & Warehousing

$77M in assets, 717 participants

Clay Lacy Aviation's Clay Lacy Aviation Matching 401(k) Plan reported $77M in total assets and 717 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #2,845 in Transportation & Warehousing (3,299 peers)

Where Clay Lacy Aviation Matching 401(k) Plan sits by assets

Clay Lacy Aviation Matching 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 717 participants (~$106,936/participant), up 26.2% in 2024.

$77M
total plan assets (2024 EOY)
717
covered participants
88th
percentile by assets (of 123,622 plans)
$106,936
avg assets per participant

Where Clay Lacy Aviation Matching 401(k) Plan sits by total assets

Clay Lacy Aviation Matching 401(k) Plan vs every filed plan by assets

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

$76,672,937 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clay Lacy Aviation Matching 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Clay Lacy Aviation Matching 401(k) Plan reported participants rose from 704 in the plan year 2023 filing to 717 in the plan year 2024 filing.
  • Clay Lacy Aviation Matching 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Clay Lacy Aviation Matching 401(k) Plan vs the 2024 asset distribution

By assets, Clay Lacy Aviation Matching 401(k) Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$77M
Net Income$16M
Employer EIN952653612
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clay Lacy Aviation)

$40M$50M$60M$70M$80M 202220232024 $44.6M $76.7M ▲ +71.9%
Total plan assets by year, all Clay Lacy Aviation plans on file
Year Plans Participants Total Assets
2022 1 614 $45M
2023 1 704 $61M
2024 1 717 $77M

Nearby 401(k) Plans in California

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

Clay Lacy Aviation Matching 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clay Lacy Aviation M…, Total assets ($B): 0.076672937 · Participants: 717Clay Lacy Aviation M…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Clay Lacy Aviation Matching 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Clay Lacy Aviation Matching 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Clay Lacy Aviation Matching 401(k) Plan assets move in 2024?
Clay Lacy Aviation Matching 401(k) Plan grew sharply - up 26.2% during 2024, from $61M to $77M. Reported net income was $16M.
How have Clay Lacy Aviation plan assets changed over time?
Across 3 plan years on file (2022-2024), Clay Lacy Aviation's sponsor-wide assets grew 72.0%, from $45M to $77M.
Where does Clay Lacy Aviation Matching 401(k) Plan rank by assets among Form 5500 filers?
Clay Lacy Aviation Matching 401(k) Plan ranks in the 88th 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 Clay Lacy Aviation Matching 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Associated Grocers 401(k) Savings Plan Trust Account in NH ($77M, 1,741 participants).

Next read for Clay Lacy Aviation Matching 401(k) Plan

Scale reading

Ways to act on Clay Lacy Aviation Matching 401(k) Plan's numbers.