Plan5500

American Airlines, Inc. 401(K) Plan — Form 5500 plan (American Airlines, Inc. - Retirement)

Plain-English plan 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, American Airlines, Inc. 401(K) Plan is a benefit plan reported by American Airlines, Inc. - Retirement under EIN 13-1502798 and plan number 013. The latest loaded filing year is 2023. The filing reports 110,895 participants and $14,680,189,879 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.7BPlan net assets, end of year$14,678,101,672
Participants110.9KCovered participants reported110,895
Assets / participant$132.4KComputed: assets ÷ participants$132,379 (computed)
Provider compensation$8.7M3 Schedule C provider row(s)$8,676,104
Plan sponsor
American Airlines, Inc. - Retirement
EIN
13-1502798
Plan number
013
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    110,895 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.7B total assets
Net assets$14.7BLiabilities$2.1M
Money in vs. money out
Total income / additions$3.1B
Total expenses$1.2B
Benefits paid / distributions$1.2B
Contributions
Employer$363.2M
Participant$618M
Full reported line items

Net assets

Total assets (EOY)
$14,680,189,879
Total liabilities (EOY)
$2,088,207
Net assets (EOY)
$14,678,101,672
Net assets (BOY)
$12,804,527,114

Income & contributions

Employer contributions
$363,217,128
Participant contributions
$618,028,804
Total contributions
$1,009,907,097
Total income / additions
$3,095,107,816

Expenses & distributions

Benefits paid
$1,214,696,656
Administrative expenses
$8,527,423
Total expenses
$1,226,126,407
Net increase / (decrease)
$1,868,981,409
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Financial Engines$4.9M
    ADVISOR · Direct $4.9M
  2. 2
    Fidelity Investments Institutional$3.7M
    RECORDKEEPER · Direct $3.7M
  3. 3
    Great West Life & Annuity Ins Corp$22K
    CONSULTANT · Direct $22K

What to inspect next

Frequently asked questions

Who sponsors the American Airlines, Inc. 401(K) Plan?
American Airlines, Inc. 401(K) Plan is reported as sponsored by American Airlines, Inc. - Retirement (EIN 13-1502798, plan number 013) in public Form 5500 filings.
What is the most recent Form 5500 filing year for American Airlines, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for American Airlines, Inc. 401(K) Plan is 2023.
How many participants does American Airlines, Inc. 401(K) Plan report?
American Airlines, Inc. 401(K) Plan reports 110,895 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for American Airlines, Inc. 401(K) Plan?
American Airlines, Inc. 401(K) Plan reports $14,680,189,879 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages