Plan5500

Southwest Airlines Federal Credit Union 401(K) Plan — Form 5500 plan (Southwest Airlines Federal Credit Union)

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, Southwest Airlines Federal Credit Union 401(K) Plan is a benefit plan reported by Southwest Airlines Federal Credit Union under EIN 75-1486899 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $8,832,026 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.8MPlan net assets, end of year$8,832,026
Participants133Covered participants reported
Assets / participant$66.4KComputed: assets ÷ participants$66,406 (computed)
Provider compensation$59.2K3 Schedule C provider row(s)$59,205
Plan sponsor
Southwest Airlines Federal Credit Union
EIN
75-1486899
Plan number
002
Plan type
2
Location
Dallas, 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
    133 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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$335.3K
Participant$553.5K
Full reported line items

Net assets

Total assets (EOY)
$8,832,026
Total liabilities (EOY)
$0
Net assets (EOY)
$8,832,026
Net assets (BOY)
$8,058,664

Income & contributions

Employer contributions
$335,299
Participant contributions
$553,486
Total contributions
$907,821
Total income / additions
$2,176,853

Expenses & distributions

Benefits paid
$1,390,195
Administrative expenses
$13,296
Total expenses
$1,403,491
Net increase / (decrease)
$773,362
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 38%Participant 62%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Stancorp Financial Group$53.4K
    NONE · Direct $53.4K
  2. 2
    Gallagher Fiduciary Advisors, LLC$3.4K
    NONE · Direct $3.4K
  3. 3
    Davidson Capital Management, Inc$2.4K
    NONE · Direct $2.4K

What to inspect next

Frequently asked questions

Who sponsors the Southwest Airlines Federal Credit Union 401(K) Plan?
Southwest Airlines Federal Credit Union 401(K) Plan is reported as sponsored by Southwest Airlines Federal Credit Union (EIN 75-1486899, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Southwest Airlines Federal Credit Union 401(K) Plan?
The latest Form 5500 filing year loaded for Southwest Airlines Federal Credit Union 401(K) Plan is 2023.
How many participants does Southwest Airlines Federal Credit Union 401(K) Plan report?
Southwest Airlines Federal Credit Union 401(K) Plan reports 133 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Southwest Airlines Federal Credit Union 401(K) Plan?
Southwest Airlines Federal Credit Union 401(K) Plan reports $8,832,026 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