Back to filter
Original filing (PDF)20250715115134NAL0001283059001
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
EAA QUALIFIED PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
307
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPERIMENTAL AIRCRAFT ASSOCIATION, INC..
Plan sponsor
Name
EXPERIMENTAL AIRCRAFT ASSOCIATION, INC.
EIN
39-0917537
Address
PO BOX 3086 · OSHKOSH, WI · 549033086
Phone
(920) 426-4852
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $584K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $584K | 3.2% |
Related plans
Similar-size Other Services (ex. Public Admin) plans
FRAUNHOFER USA
FRAUNHOFER USA 403(B) PLAN
$18.4M · 67 participants
FOOD FOR THE HUNGRY, INC.
FOOD FOR THE HUNGRY, INC. RETIREMENT PLAN
$18.4M · 137 participants
THE PACKARD HUMANITIES INSTITUTE
THE PACKARD HUMANITIES INSTITUTE 403(B) RETIREMENT PLAN
$18.4M · 31 participants
ALABAMA COUNCIL ON HUMAN RELATIONS, INC.
ALABAMA COUNCIL ON HUMAN RELATIONS, INC. DEFINED BENEFIT PENSION PLAN
$18.4M · 92 participants
AMER. BOARD OF FAMILY MEDICINE, INC.
AMERICAN BOARD OF FAMILY MEDICINE, INC. SAVINGS & PROFIT SHARING PLAN
$18.4M · 114 participants
UNITED WAY OF GREATER ATLANTA, INC
UNITED WAY OF GREATER ATLANTA 403(B) PLAN
$18.3M · 148 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B