Delta 401(K) Retirement Plan For Pilots — Form 5500 plan (Delta Air Lines, Inc.)
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, Delta 401(K) Retirement Plan For Pilots is a benefit plan reported by Delta Air Lines, Inc. under EIN 58-0218548 and plan number 014. The latest loaded filing year is 2023. The filing reports 16,092 participants and $13,670,948,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delta Air Lines, Inc.
- EIN
- 58-0218548
- Plan number
- 014
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 16,092
- End-of-year plan assets
- $13,670,948,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,092 | H, C | 20241009130922NAL0032714528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,670,948,783
- Total liabilities (EOY)
- $19,550
- Net assets (EOY)
- $13,670,929,233
- Net assets (BOY)
- $11,498,967,199
Income & contributions
- Employer contributions
- $608,678,365
- Participant contributions
- $289,260,152
- Total contributions
- $957,559,101
- Total income / additions
- $3,154,991,228
Expenses & distributions
- Benefits paid
- $1,007,420,938
- Administrative expenses
- $4,832,101
- Total expenses
- $1,012,253,039
- Net increase / (decrease)
- $2,142,738,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | NONE | $2,302,742 | not reported in the loaded dataset | 2023 |
| Allworth Financial | NONE | $1,768,150 | not reported in the loaded dataset | 2023 |
| American Financial Advisors | NONE | $423,580 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $200,441 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $124,457 | $0 | 2023 |
| Smith Anglin Financial | NONE | $77,587 | not reported in the loaded dataset | 2023 |
| Creative Planning | NONE | $70,714 | not reported in the loaded dataset | 2023 |
| Signaturefd LLC | NONE | $45,523 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $36,731 | not reported in the loaded dataset | 2023 |
| Total Investment Management | NONE | $32,826 | not reported in the loaded dataset | 2023 |
| Cahill Financial Advisors Inc | NONE | $32,008 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $23,164 | not reported in the loaded dataset | 2023 |
| Mountain Capital Investment Ad | NONE | $17,096 | not reported in the loaded dataset | 2023 |
| Mariner Platform Solutions | NONE | $16,167 | not reported in the loaded dataset | 2023 |
| Symphony Financial Ltd Co. | NONE | $15,250 | not reported in the loaded dataset | 2023 |
| Brookstone Capital Mgmt LLC | NONE | $10,198 | not reported in the loaded dataset | 2023 |
| Halbert Hargrove Gbl Adv LLC | NONE | $9,563 | not reported in the loaded dataset | 2023 |
| Capital Investment Advisors LLC | NONE | $6,960 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $5,234 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delta Air Lines, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Financial Engines — Schedule C compensation
- Allworth Financial — Schedule C compensation
- American Financial Advisors — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Smith Anglin Financial — Schedule C compensation
- Creative Planning — Schedule C compensation
- Signaturefd LLC — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Total Investment Management — Schedule C compensation
- Cahill Financial Advisors Inc — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Mountain Capital Investment Ad — Schedule C compensation
- Mariner Platform Solutions — Schedule C compensation
- Symphony Financial Ltd Co. — Schedule C compensation
- Brookstone Capital Mgmt LLC — Schedule C compensation
- Halbert Hargrove Gbl Adv LLC — Schedule C compensation
- Capital Investment Advisors LLC — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation