Retirement plan

DELTA SAVINGS PLAN - PUERTO RICO

DELTA AIR LINES, INC.EIN 58-0218548Plan #030PY 2018
1030 DELTA BOULEVARD, DEPARTMENT 216 - ATLANTA, GA 30354404-715-2600deltaairlines.sharepoint.com/sites/deltanetLinkedIn51-200 employeeslogistics and supply chain
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
GREGORY TAHVONEN
Signed 07/19/2019
(404) 715-2600
Plan administrator entity
ADMINISTRATIVE COMMITTEE OF DELTA AIR LINES, INC.
EIN 581282408
1030 DELTA BOULEVARD,DEPT 216 · ATLANTA, GA 30354

Summary metrics

Total assets (EOY)
$4.5M
-19.8% from 2016
Total participants
92
+2.2% from 2016
Average account balance
$0
-100.0% from 2016
Annual return
-5.89%
-9.90 pp from 2016

Benchmarks

Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants25-99
Cohort3,617 peers
Snapshot2018
Participant deferral / active EE
$5,864
median $1,963
Employer contribution / active EE
$4,946
median $908
Participation rate
0.0%
median 62.1%
Avg account balance
$0
median $32,666
Admin fee / account holder
$0
median $1,423
Annual return
-5.89%
median -6.00%
Overall peer rank
74th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$8.10M
Average account balance
Total assets / participants with a balance (line 6g)
$53K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
153
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
99.3%
Contributions (total)
Employer and participant dollars contributed each year
$1.15M
Contributions per participant
Average employer and participant contribution per enrolled participant
$8K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.95%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$82
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
2 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 November 26, 2025 (most recent of 4 filings on file)

Plans declared (1)

  • Delta Air Lines, Inc. Nonqualified Deferred Compensation Plan for Pilots740 emp

Plan features & details

Pension benefit codes2E2F2G2J2K2T3C3F3H
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.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$1.4M
$16799 / participant
  • Other / not subdivided$1M100.0%
% of EOY assets
31.163%
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
-