Original filing (PDF)20250804093737NAL0003162098001

Aircraft Owners and Pilots Association

Name: Aircraft Owners and Pilots Association — Form 5500 Plan 001 (2024)
Creator: Aircraft Owners and Pilots Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AOPA Employees' 401(k) Retirement Plan

401(k) retirement plan · Aircraft Owners and Pilots Association's AOPA Employees' 401(k) Retirement Plan held $63.5M in plan assets for 191 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Active participants

191

Accounts w/ balance

320

Plan assets (EOY)

$63.5M

Net assets (EOY)

$63.5M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIRCRAFT OWNERS AND PILOTS ASSOCIATION.

Plan sponsor

Name

AIRCRAFT OWNERS AND PILOTS ASSOCIATION

EIN

52-0636210all filings

Address

421 AVIATION WAY · FREDERICK, MD · 217014798

Phone

(301) 695-2000

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$6K	—

Investments

27 direct securities· $62.9M(99% of reported assets)

Mutual Funds

$32.4M

18 holdings

Other securities

$28.8M

6 holdings

Common Stocks

$1.5M

2 holdings

Bonds / Notes

$295K

1 holding

					% of plan
Vanguard Institutional Index I Mutual fund	Mutual Funds	—	—	$10.3M	16.2%
AB Large Cap Growth Fund Class Z Mutual fund	Other securities	—	—	$9.6M	15.2%
Wells Fargo Core Plus Bond R6 Mutual fund	Other securities	—	—	$5.5M	8.7%
Goldman SACHS GQG Partnrs Intl Opp FD R6 Mutual fund	Other securities	—	—	$5.0M	7.9%
The Standard Stable Asset A Insurance contract	Other securities	—	—	$4.7M	7.4%
MFS Value Fund R4 Mutual fund	Mutual Funds	—	—	$4.4M	6.9%
Virtus KAR Smallmid Cap Cor R6 Mutual fund	Other securities	—	—	$3.9M	6.2%
Vanguard Target Retirement 2045 Inv Mutual fund	Mutual Funds	—	—	$3.4M	5.4%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$2.8M	4.4%
Vanguard Target Retirement 2030 Inv Mutual fund	Mutual Funds	—	—	$2.4M	3.8%
Vanguard Target Retirement 2035 Inv Mutual fund	Mutual Funds	—	—	$1.8M	2.8%
American Funds Balanced Fund R6 Mutual fund	Mutual Funds	—	—	$1.4M	2.1%
Vanguard MidCap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$1.2M	1.8%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund	Common Stocks	—	—	$891K	1.4%
Vanguard Target Retirement 2050 Inv Mutual fund	Mutual Funds	—	—	$883K	1.4%
Vanguard Mid Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$878K	1.4%
Vanguard Target Retirement 2025 Inv Mutual fund	Mutual Funds	—	—	$730K	1.1%
Vanguard Target Retirement 2040 Inv Mutual fund	Mutual Funds	—	—	$574K	0.9%
GQC Partners Emerging Markets EQ Fund R6 SHS Mutual fund	Common Stocks	—	—	$563K	0.9%
Vanguard Target Retirement Income Inv Mutual fund	Mutual Funds	—	—	$473K	0.7%
Vanguard Target Retirement 2055 Inv Mutual fund	Mutual Funds	—	—	$425K	0.7%
Vanguard Target Retirement 2020 Inv Mutual fund	Mutual Funds	—	—	$373K	0.6%
Vanguard Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$354K	0.6%
Interest rates from * Participant loans 4.25% to 9.50%	Bonds / Notes	—	—	$295K	0.5%
Vanguard Target Retirement 2060 Inv Mutual fund	Mutual Funds	—	—	$56K	<0.1%
Vanguard Target Retirement 2065 Inv Mutual fund	Mutual Funds	—	—	$52K	<0.1%
Parametric Commodity Strategy Fund CL I Mutual fund	Other securities	—	—	$24K	<0.1%