Money Purchase · DOL Form 5500 · 2024
Experimental Aircraft Association, Inc. Money Purchase Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $129,778
- Avg per participant Near avg balance/head
Official DOL plan name: Eaa Qualified Pension Plan · Sponsored by Experimental Aircraft Association, Inc. · Wisconsin · Other Services
$19M in assets, 148 participants
Experimental Aircraft Association, Inc.'s Eaa Qualified Pension Plan reported $19M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,415 in Other Services (7,719 peers)
Coverage in Wisconsin
Eaa Qualified Pension Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.
- #6,415
- in Other Services (7,719 peers)
- +4.5%
- assets growth YoY
Eaa Qualified Pension Plan's outsized position by total assets
Eaa Qualified Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,207,210 Top 31% higher than 69% 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
Eaa Qualified Pension 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. Eaa Qualified Pension Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eaa Qualified Pension Plan reported net income fell from $3M in the plan year 2023 filing to $828K in the plan year 2024 filing.
- Eaa Qualified Pension Plan reported participants rose from 130 in the plan year 2023 filing to 148 in the plan year 2024 filing.
- Eaa Qualified Pension Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 390917537 · Experimental Aircraft Association, Inc. PY 2024 · Money Purchase
Eaa Qualified Pension Plan · $19M · 148 · 69th
- IND $19M
- IND 148
- IND 69th
- IND Money Purchase
- IND near Roofers Union Local 221 Annuity Plan
- IND ind #6415
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 Other Services retirement plans → · Plans in Wisconsin →
Eaa Qualified Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $828K |
| Employer EIN | 390917537 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Experimental Aircraft Association, Inc.)
Sponsor-wide plan assets over time
All Experimental Aircraft Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 19.91812685899692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 255 | $28M |
| 2023 | 2 | 272 | $33M |
| 2024 | 2 | 311 | $34M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Eaa Qualified Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Roofers Union Local 221 Annuity Plan in HI ($19M); by covered participants it is Quality Insights Inc. Money Purchase Pension in WV (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Roofers Union Local 221 Annuity Plan (HI) $19M · 188
- Brooklyn Navy Yard Development Corp. Pension Plan (NY) $19M · 121
- Defined Contribution Pension Plan for the Employees of Children's Home Society of California (CA) $19M · 199
- Wellston Retirement Plan for Members of Ufcw District Union Local 1059 (MN) $20M · 445
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Quality Insights Inc. Money Purchase Pension (WV) 149 · 1 off
- Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) 149 · 1 off
- Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan (CA) 149 · 1 off
- United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan (NY) 146 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.