How big is AERY Aviation's plan?

AERY Aviation's plan reported $538K in assets and 108 participants for 2023.

Original filing (PDF)20241003173116NAL0018335936001

AERY Aviation

Name: AERY Aviation — AERY Aviation 401(k) Plan, Form 5500 (2023)
Creator: AERY Aviation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AERY Aviation 401(k) Plan

401(k) retirement plan · AERY Aviation's AERY Aviation 401(k) Plan held $538K in plan assets for 108 participants in 2023.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

Michael Vanderford signed AERY Aviation's 2023 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AERY Aviation's EIN is 81-4838597.

EIN 81-4838597

Plan number 001

Plan year 2023

ACK ID 20241003173116NAL0018335936001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AERY Aviation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AERY Aviation's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AERY AVIATION.

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score