PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SOUTHWEST AIRLINES CO.
Sponsor portfolioTH

SOUTHWEST AIRLINES CO.

EIN 74-1563240-airlines/aviation-Latest filing 2024
Plans
4
Retirement
3
$28.66B assets
Welfare
1
$91.1M premiums
Participants
191,217
5221 N. O'CONNOR BLVD. SUITE 500 - DALLAS, TX 75235214-722-4251southwest.comLinkedIn10001+ employeesairlines/aviation
Plans on this EIN
4 filings
#004401k-$16.99B - 85,685 part#003401k-$11.62B - 13,086 part#007CashBalance-$40.8M - 11,336 part#501Mixed-$91.1M - 137,664 lives

Retirement portfolio analytics

3 plans aggregated / $28.66B assets / 110,107 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CO. RETIREMENT Savings (#004)59%
  • PILOTS RETIREMENT Savings (#003)41%
  • CASH BALANCE PLAN (#007)0%
Total $28.66BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • (Not disclosed)59%
  • CHARLES SCHWAB & CO., INC.41%
Total $28.66BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. RETIREMENT Savings (#004)85,685
  • PILOTS RETIREMENT Savings (#003)13,086
  • CASH BALANCE PLAN (#007)11,336
Total 110,107Click row to drill in

Benefits portfolio analytics

1 plan / $91.1M premiums / 137,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$50.1M
  • Other$50.1M
  • Health$14.8M
  • Vision$13.3M
  • Long-term disability$12.9M
  • Short-term disability$3.9M
  • +1 more
Total $91.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • COMBINED INSURANCE COMPANY OF AMERICA4%
  • +2 more
Total $91.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES46%
  • WILLIS TOWERS WATSON US LLC22%
  • PACIFIC RESOURCE BENEFIT ADVISORS11%
  • CUSTOM BENEFIT PROGRAMS INC10%
  • BSC AGENCY LLC9%
  • +1 more
Total $2.1M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN

401k

Assets$16.99B
Participants85,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN

401k

Assets$11.62B
Participants13,086
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

SOUTHWEST AIRLINES MARKET-BASED CASH BALANCE PLAN

CashBalance

Assets$40.8M
Participants11,336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST AIRLINES CO. WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$91.1M
Covered lives137,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN401k$16.99B85,6852024
003SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN401k$11.62B13,0862024
007SOUTHWEST AIRLINES MARKET-BASED CASH BALANCE PLANCashBalance$40.8M11,3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST AIRLINES CO. WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$91.1M137,6642024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica