Plan5500

The Delta 401(K) Retirement Plan - Puerto Rico — 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, The Delta 401(K) Retirement Plan - Puerto Rico is a benefit plan reported by Delta Air Lines, Inc. under EIN 58-0218548 and plan number 030. The latest loaded filing year is 2023. The filing reports 123 participants and $6,320,187 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.3MPlan net assets, end of year$6,297,137
Participants123Covered participants reported
Assets / participant$51.4KComputed: assets ÷ participants$51,384 (computed)
Provider compensation$7.3K1 Schedule C provider row(s)$7,299
Plan sponsor
Delta Air Lines, Inc.
EIN
58-0218548
Plan number
030
Plan type
2
Location
Atlanta, GA
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
    123 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)$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

Net assets

Total assets (EOY)
$6,320,187
Total liabilities (EOY)
$23,050
Net assets (EOY)
$6,297,137
Net assets (BOY)
$4,498,220

Income & contributions

Employer contributions
$546,423
Participant contributions
$442,437
Total contributions
$988,860
Total income / additions
$1,878,925

Expenses & distributions

Benefits paid
$48,548
Administrative expenses
$31,460
Total expenses
$80,008
Net increase / (decrease)
$1,798,917
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 55%Participant 45%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%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$7.3K
    NONE · Direct $7.3K

What to inspect next

Frequently asked questions

Who sponsors the The Delta 401(K) Retirement Plan - Puerto Rico?
The Delta 401(K) Retirement Plan - Puerto Rico is reported as sponsored by Delta Air Lines, Inc. (EIN 58-0218548, plan number 030) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Delta 401(K) Retirement Plan - Puerto Rico?
The latest Form 5500 filing year loaded for The Delta 401(K) Retirement Plan - Puerto Rico is 2023.
How many participants does The Delta 401(K) Retirement Plan - Puerto Rico report?
The Delta 401(K) Retirement Plan - Puerto Rico reports 123 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Delta 401(K) Retirement Plan - Puerto Rico?
The Delta 401(K) Retirement Plan - Puerto Rico reports $6,320,187 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