American Airlines, Inc. 401(K) Plan For Pilots — 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 For Pilots is a benefit plan reported by American Airlines, Inc. - Retirement under EIN 13-1502798 and plan number 022. The latest loaded filing year is 2023. The filing reports 17,562 participants and $10,344,669,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Airlines, Inc. - Retirement
- EIN
- 13-1502798
- Plan number
- 022
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 17,562
- End-of-year plan assets
- $10,344,669,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,562 | H, C | 20241011133447NAL0022843793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,344,669,330
- Total liabilities (EOY)
- $469,206
- Net assets (EOY)
- $10,344,200,124
- Net assets (BOY)
- $9,127,626,754
Income & contributions
- Employer contributions
- $504,088,793
- Participant contributions
- $279,796,996
- Total contributions
- $827,492,643
- Total income / additions
- $2,314,927,801
Expenses & distributions
- Benefits paid
- $1,114,362,383
- Administrative expenses
- $1,919,125
- Total expenses
- $1,116,743,193
- Net increase / (decrease)
- $1,198,184,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $1,387,587 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $765,510 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Ins Corp | CONSULTANT | $16,008 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Airlines, Inc. - Retirement
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Financial Engines — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Great West Life & Annuity Ins Corp — Schedule C compensation