Retirement plan
THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR OFFICERS OF AMERICAN AIRLINES, INC. AS AMENDED AND RESTATED
AMERICAN AIRLINES, INC.EIN 13-1502798Plan #021PY 2024
1 SKYVIEW DRIVE, MD 8A216 - FT. WORTH, TX 76155682-278-4801LinkedIn10001+ employeesairlines/aviation
Prospect flagsHigh feesWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
LAKRESA BROWN
Signed 07/07/2025
Summary metrics
Total assets (EOY)
$59K
+101.1% from 2016
Total participants
2
+13.0% from 2016
Average account balance
$29,348
+77.9% from 2016
Annual return
9.14%
-4.69 pp from 2016
Benchmarks
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort9,715 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $3,080
0
Employer contribution / active EE
$0
median $1,573
53
Participation rate
100.0%
median 84.6%
43
Avg account balance
$29,348
median $31,362
21
Admin fee / account holder
$3,309
median $492
24
Annual return
9.14%
median 12.26%
Overall peer rank
35of 100
35th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$59K
Average account balance
Total assets / participants with a balance (line 6g)
$29K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.14%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$3309
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Top hat statement on fileNQDC
Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes3C2K
Plan features
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
2 tripped
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$7K
$6617 / participant
- Other / not subdivided$7K100.0%
% of EOY assets
11.273%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -