PlanOptica
Retirement plan

POTOMAC AIR PENSION PLAN

AMERICAN AIRLINES, INC. - RETIREMENTEIN 13-1502798Plan #025PY 2016
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4333 AMON CARTER BLVD., MAIL DROP 5113 - FORT WORTH, TX 76155817-967-1443LinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
10 filings
#013Retirement-$9.05B assets#022Retirement-$5.48B assets#006Retirement-$3.53B assets#002Retirement-$2.68B assets#001Retirement-$2.02B assets#008Retirement-$2.01B assets#023Retirement-$701.1M assets#003Retirement-$7.9M assets#011Retirement-$2.3M assets#021Retirement-$1.8M assets
Prospect flagsLow assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(817) 967-1443
Plan administrator signer
PATRICK OKEEFFE
Signed 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$8K
-3.5% from 2016
Total participants
5
0.0% from 2016
Average account balance
$1,504
-3.5% from 2016
Annual return
3.58%
-5.41 pp from 2016

Benchmarks

See 6,057 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort6,057 peers
Snapshot2016
Participant deferral / active EE
$0
median $2,750
Employer contribution / active EE
$0
median $1,483
Participation rate
0.0%
median 88.2%
Avg account balance
$1,504
median $43,127
Admin fee / account holder
$28
median $414
Annual return
3.58%
median 6.22%
Overall peer rank
29th percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$2K
Not enough data
2 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
5
Not enough data
2 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
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
+3.30%
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
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.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H
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.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee 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.
  • 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.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
  • 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

1 tripped
  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II
Admin total
$140
  • Other / not subdivided$140100.0%
% of EOY assets
1.862%
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
-