PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Air T, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Air T, Inc.

EIN 52-1206400-venture capital & private equity-Latest filing 2025
Plans
3
Retirement
2
$44.5M assets
Health & Benefits
1
$940K premiums
Participants
1,491
11020 DAVID TAYLOR SUITE 305 - MAIDEN, NC 28650980-293-3335airt.comLinkedIn501-1000 employeesventure capital & private equity
Plans on this EIN
3 filings
#001401(k)-$42.2M - 618 part#002401(k)-$2.3M - 58 part#501Mixed-$940K - 815 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $44.5M assets / 676 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#001)$42.2M
  • INC. 1165(E) PLAN (#002)$2.3M
Total $44.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)618
  • INC. 1165(E) PLAN (#002)58
Total 676Select a row to open it

Benefits portfolio analytics

1 plan / $940K premiums / 815 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$476K
  • Short-term disability$476K
  • Long-term disability$476K
  • Other$476K
  • Dental$465K
  • Vision$465K
Total $940K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AIR T, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$42.2M
Participants618
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AIR T, INC. 1165(E) PLAN

401(k)

Assets$2.3M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AIR T GROUP MEDICAL PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$940K
Covered lives815
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AIR T, INC. 401(K) RETIREMENT PLAN401(k)$42.2M6182025
#002AIR T, INC. 1165(E) PLAN401(k)$2.3M582025
  • AIR T, INC. 401(K) RETIREMENT PLAN$42.2M
    #001 · 401(k) · 2025618
  • AIR T, INC. 1165(E) PLAN$2.3M
    #002 · 401(k) · 202558

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AIR T GROUP MEDICAL PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$940K8152025
  • AIR T GROUP MEDICAL PLAN$940K
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025815
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica