Department of Labor filing

MENZIES AVIATION (USA), INC.

MENZIES AVIATION (USA), INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

28filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$355

Reported employer contributions per active participant.

Higher than about 13% of comparable plans

#People in the filing

10,235

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$44 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 62% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202428out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions13th percentileTypical peer $1,426 · based on 38 comparable plans

Lower reported administrative expense62nd percentileTypical peer $53 · based on 37 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MENZIES AVIATION (USA), INC. reported $3,635,577 in employer contributions across the plan and 10,235 active participants. That works out to $355 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy97%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 78.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 66.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context28/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,635,577
Participant contributions: $6,677,792
Other contributions: $845,067
Employer share of reported contributions: 35.3%
Beginning assets: $69,671,125
Ending assets: $81,754,595
Ending net assets: $81,754,595
Ending liabilities: Not reported
Total income: $19,898,135
Total expenses: $7,814,665
Administrative expenses: $288,940
Participant loans: $4,019,464

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$199

2023

$504

2024

$355

Plan-paid administrative expenses per participant

2022

$26

2023

$23

2024

$44

Active participants

2022

13,237

2023

5,724

2024

10,235

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$355	10,235	81.8M	20250924091722NAL0007344401001
2023	$504	5,724	69.7M	20241010105528NAL0020859089002
2022	$199	13,237	59.9M	20230911130653NAL0019429025001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 4.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 231707864-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2002
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
MERRILL LYNCH,PIERCE,FENNER&SMITH	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20250924091722NAL0007344401001

Data sourceDOL Form 5500 bulk data ↗

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