401(k) · DOL Form 5500 · 2024

Clay Lacy Aviation 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
717
Participants Below avg headcount
88th
Percentile by assets National rank
$106,936
Avg per participant Below avg balance/head
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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.

  • #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.

#2,845
in Transportation & Warehousing (3,299 peers)
+26.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Clay Lacy Aviation Matching 401(k) Plan's outsized position 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 $2,050,000,000 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

Clay Lacy Aviation Matching 401(k) 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. Clay Lacy Aviation Matching 401(k) Plan sits mid-pack in the medium band (717 participants).

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 →

Form 5500 schedule snapshot

Filing strip 952653612 · Clay Lacy Aviation PY 2024 · 401(k)

Clay Lacy Aviation Matching 401(k) Plan · $77M · 717 · 88th

  • BOY $77M
  • SCH 717
  • EBSA 88th
  • PART 401(k)
  • TYPE near Associated Grocers 401(k) Savings Plan Trust Account
  • NET ind #2845

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 California →

Clay Lacy Aviation Matching 401(k) Plan in the asset neighbourhood

National Bank Holdings Corporation 401(k) PlanNational Bank Holdings Corpo…$77MAssociated Grocers 401(k) Savings Plan Trust AccountAssociated Grocers 401(k) Sa…$77MClay Lacy Aviation Matching 401(k) PlanClay Lacy Aviation Matching …$77MMarigold 401(k) Plan$77MFhlbank Dallas 401(k) Retirement PlanFhlbank Dallas 401(k) Retire…$77M
End-of-year total assets ($M) among Clay Lacy Aviation Matching 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Clay Lacy Aviation plans reported in each filing year

Latest sponsor-wide plan assets
$77M 71.96751766356346% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $44.6M $76.7M ▲ +71.9%
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 ($B) Participants Clay Lacy Aviation Matching 401(k) Plan, Total assets ($B): 0.076672937 · Participants: 717Clay Lacy Aviation Matching 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Clay Lacy Aviation Matching 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clay Lacy Aviation Matching 401(k) Plan side-by-side with 3 peers →

Clay Lacy Aviation Matching 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Associated Grocers 401(k) Savings Plan Trust Account in NH ($77M); by covered participants it is Regal Marine 401(k) Retirement Plan in FL (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (717 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 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).
Which 401(k) plans cover a similar participant headcount to Clay Lacy Aviation Matching 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Regal Marine 401(k) Retirement Plan in FL (717 participants, $30M 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 952653612.

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.