2023 Form 5500 filing — The Delta 401(K) Retirement Plan - Puerto Rico

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009131229NAL0010635123001) for The Delta 401(K) Retirement Plan - Puerto Rico, reported by Delta Air Lines, Inc. under EIN 58-0218548 and plan number 030. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,297,137
Participants123
Provider compensation$7.3K1 Schedule C row(s)$7,299
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009131229NAL0010635123001
Plan sponsor
Delta Air Lines, Inc.
EIN
58-0218548
Plan number
030
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$23.1K
Money in vs. money out
Total income / additions$1.9M
Total expenses$80K
Benefits paid / distributions$48.5K
Contributions
Employer$546.4K
Participant$442.4K
Full reported line items
Total assets (EOY)
$6,320,187
Total liabilities (EOY)
$23,050
Net assets (EOY)
$6,297,137
Employer contributions
$546,423
Participant contributions
$442,437
Total income / additions
$1,878,925
Benefits paid
$48,548
Administrative expenses
$31,460
Total expenses
$80,008
Net increase / (decrease)
$1,798,917
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009131229NAL0010635123001 cover?
It is the 2023 Form 5500 filing for The Delta 401(K) Retirement Plan - Puerto Rico, reported by Delta Air Lines, Inc. (EIN 58-0218548).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages