Plan Ledger DOL Form 5500 · updated monthly

Experimental Aircraft Association, Inc.Money purchase plan

EAA QUALIFIED PENSION PLAN · OSHKOSH, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Experimental Aircraft Association, Inc. reported $7,504 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,886 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.037% to 0.040%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 887th-largest of 1,936 plans among Wisconsin employers on file, and the 1,088th of 3,341 in other services. active participation has grown from 130 to 153 since 2022.

Plan summary
Net assets, end of year$19,207,210
Participants with balances320
Active participants153
Employer contributions$747,549
Employee contributions—
Employer contribution per active participant$4,886
Average account balance$60,023
Benefits paid to participants$2,064,281
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 320 accts · $748K emplr
2023$18.4M · 307 accts · $714K emplr
2022$15.7M · 289 accts · $653K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,504
Total administrative$7,504
Employer contributions to the Experimental Aircraft Association, Inc. plan · 2024
Employer contribution per active participant$4,886
Median for plans this size$2,416
2024$4,886 per active participant
2023$4,821 per active participant
2022$5,019 per active participant

Experimental Aircraft Association, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$7,504 · 0.04%
2023$6,318 · 0.04%
2022Not separately reported
All plans at this employer2
EAA QUALIFIED PENSION PLANMoney purchase plan
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC. 403(B) TDA PLAN403(b)
Same employer
Similar plansOther Services · Wisconsin
State Bar of Wisconsin WI$22.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390917537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.