How big is Mesa Air Group Inc.'s plan?

Mesa Air Group Inc.'s plan reported $109.9M in assets and 1,733 participants for 2024.

Original filing (PDF)20250923162154NAL0008256659001

Mesa Air Group Inc.

Name: Mesa Air Group Inc. — Mesa Air Group Inc. 401(k), Form 5500 (2024)
Creator: Mesa Air Group Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mesa Air Group Inc. 401(k) Plan

401(k) retirement plan · Mesa Air Group Inc.'s Mesa Air Group Inc. 401(k) Plan held $109.9M in plan assets for 1,733 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,733

Accounts w/ balance

2,436

Plan assets (EOY)

$109.9M

Net assets (EOY)

$109.9M

People on this filing

Michael LOTZ signed Mesa Air Group Inc.'s 2024 Form 5500 as plan administrator.

Michael LOTZ — Plan Administrator — Form 5500 signer
Brian Gillman — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Mesa Air Group Inc.'s EIN is 85-0302351.

EIN 85-0302351

Plan number 001

Plan year 2024

ACK ID 20250923162154NAL0008256659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mesa Air Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mesa Air Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

MESA AIR GROUP INC

EIN

all filings

Address

410 N 44TH ST STE 700 · PHOENIX, AZ · 850087608

Phone

(602) 685-3588

Industry

Transportation & Warehousing

Plan administrator

Name

MESA AIR GROUP INC

EIN

85-0302351

City

PHOENIX, AZ

Phone

(602) 685-3588

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$227K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BANKING	36-3145972	—	CONSULTANT	$165K	—

Investments

32 direct securities · 1 pooled fund· $109.6M(100% 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.

Other securities

$51.2M

12 holdings

Common Collective Trusts

$21.3M

3 holdings

Mutual Funds

$19.7M

15 holdings

Stable Value

$12.2M

1 holding

Common Collective Trust

$3.9M

1 holding

Bonds / Notes

$1.4M

1 holding

					% of plan
AB Large Cap Growth Fund – Class Z Mutual Fund	Other securities	—	—	$15.5M	14.1%
iShares S&P 500 Index Fund – Class K Mutual Fund	Common Collective Trusts	—	—	$15.3M	13.9%
Lincoln Financial Stable Value Account – Class LNGPA Fixed Annuity	Stable Value	—	—	$12.2M	11.1%
JPMorgan Equity Income Fund – Class R6 Mutual Fund	Other securities	—	—	$9.3M	8.5%
Fidelity Freedom Blend Income Class K6 Mutual Fund ** 791 Goldman Sachs Gqg Partners International Opportuni Mutual Fund	Mutual Funds	—	—	$8.0M	7.3%
iShares U.S. Aggregate Bond Index Class K Mutual Fund	Other securities	—	—	$5.9M	5.4%
iShares MSCI EAFE International Index – Class K Mutual Fund	Other securities	—	—	$4.8M	4.4%
PGIM Jennison Growth Fund – Class Z Mutual Fund	Other securities	—	—	$4.7M	4.2%
JANUS HENDERSON ENTERPRISE GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289853 / PN 001	Common Collective Trust	—	—	$3.9M	3.5%
iShares Russell Mid-Cap Index Fund – Class K Mutual Fund	Common Collective Trusts	—	—	$3.7M	3.4%
Loomis Sayles Core Plus Bond Class Y Mutual Fund	Other securities	—	—	$3.5M	3.2%
Pimco Real Return Institutional Class Mutual Fund	Mutual Funds	—	—	$3.4M	3.1%
Blackrock High Yield Bond Institutional Shares Mutual Fund	Other securities	—	—	$2.4M	2.2%
iShares Russell 2000 Small-Cap Index Fund – Class K Mutual Fund	Common Collective Trusts	—	—	$2.3M	2.1%
MFS Mid Cap Value Fund – Class R6 Mutual Fund	Mutual Funds	—	—	$2.2M	2.0%
Nuveen Real Estate Securities Fund – Class R6 Mutual Fund	Mutual Funds	—	—	$1.9M	1.8%
American Century Small Cap Value Fund – Class R6 Mutual Fund	Other securities	—	—	$1.5M	1.3%
Notes Receivable From Participants 4.25% to 9.50%	Bonds / Notes	—	—	$1.4M	1.3%
DWS Enhanced Commodity Strategy Fund – Class R6 Mutual Fund	Other securities	—	—	$1.1M	1.0%
Invesco Equity and Income Fund – Class R6 Mutual Fund	Mutual Funds	—	—	$1.1M	1.0%
AB Small Cap Growth Fund – Class Z Mutual Fund	Other securities	—	—	$1.1M	1.0%
Macquarie Small Cap Core Mutual Fund	Other securities	—	—	$1.0M	0.9%
American Funds Global Balanced Fund – Class R6 Mutual Fund	Mutual Funds	—	—	$934K	0.8%
American Funds New World Class R6 Mutual Fund	Mutual Funds	—	—	$894K	0.8%
Fidelity Freedom Blend 2030 Class K6 Mutual Fund	Mutual Funds	—	—	$768K	0.7%
BW Global Opportunities Bond Fund – Class IS Mutual Fund	Other securities	—	—	$335K	0.3%
Fidelity Freedom Blend 2035 Class K6 Mutual Fund	Mutual Funds	—	—	$147K	0.1%
MFS Emerging Markets Debt Fund – Class R6 Mutual Fund	Mutual Funds	—	—	$138K	0.1%
Fidelity Freedom Blend 2065 Class K6 Mutual Fund	Mutual Funds	—	—	$91K	<0.1%
Fidelity Freedom Blend 2040 Class K6 Mutual Fund	Mutual Funds	—	—	$50K	<0.1%
Fidelity Freedom Blend 2060 Class K6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Freedom Blend 2045 Class K6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom Blend 2050 Class K6 Mutual Fund ** 869 Fidelity Freedom Blend 2055 Class K6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%