PlanOptica
Retirement plan

RETIREMENT SAVINGS PLAN FOR PILOTS

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #023PY 2018
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4333 AMON CARTER BLVD., MAIL DROP 5113 - FORT WORTH, TX 76155817-967-1443LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
9 filings
#013Retirement-$10.71B assets#022Retirement-$7.09B assets#006Retirement-$3.58B assets#002Retirement-$2.62B assets#001Retirement-$2.13B assets#008Retirement-$2.08B assets#003Retirement-$6.8M assets#011Retirement-$3.6M assets#021Retirement-$345K assets
Prospect flagsRecently cancelled planWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(817) 967-1443
Plan administrator signer
NEISHA STRAMBLER-BUTLER
Signed 09/10/2019
Plan administrator entity
AMERICAN AIRLINES, INC. - RETIREMENT
EIN 131502798
4333 AMON CARTER BLVD., MAIL DROP 5144 · FORT WORTH, TX 76155
(800) 447-2000
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Summary metrics

Total assets (EOY)
$0
+3.3% from 2016
Total participants
0
+5.3% from 2016
Average account balance
$0
-1.9% from 2016
Annual return
2.04%
-7.29 pp from 2016

Benchmarks

See 6,534 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort6,534 peers
Snapshot2018
Participant deferral / active EE
$0
median $2,945
Employer contribution / active EE
$0
median $1,474
Participation rate
0.0%
median 88.9%
Avg account balance
$0
median $40,363
Admin fee / account holder
$0
median $416
Annual return
2.04%
median -6.33%
Overall peer rank
79th percentileavg across 6 metrics

Analytics

2015 - 2018
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$28K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
86
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
$7K
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$104
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+2.04%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

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.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2R2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$2.5M
  • Other / not subdivided$3M100.0%
% of EOY assets
-
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
-