Retirement plan
SOUTHWEST AIRLINES MARKET-BASED CASH BALANCE PLAN
SOUTHWEST AIRLINES CO.EIN 74-1563240Plan #007PY 2024
2702 LOVE FIELD DRIVE, HDQ-6TX - DALLAS, TX 75235214-792-4000southwest.comLinkedIn10001+ employeesairlines/aviation
Other plans on this EIN
3 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator entity
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN COMMITTEE
EIN 751544136
Summary metrics
Total assets (EOY)
$40.8M
No prior year
Total participants
11,336
No prior year
Average account balance
$0
No prior year
Annual return
0.00%
No prior year
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort185 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $11
24
Employer contribution / active EE
$3,600
median $6,224
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
0
Annual return
0.00%
median 6.42%
Overall peer rank
24of 100
24th percentileavg across 6 metrics
Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
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.
Enrolled actuary
1 attachment
SB
MICHAEL J. GRENIER
EMPOWER
Enrollment #2305523
280 TRUMBULL STREET
HARTFORD, CT 06103
(303) 737-6246
Signed 2025-08-25
Top hat statement on fileNQDC
Filed January 13, 2015 (most recent of 3 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
11500 Outlook Street
Overland Park State: KS Zip Code: 66211
Plans declared (1)
- Southwest Airlines Co. Deferred Compensation Plan for Senior Leadership and Non-Employee Members.. .7 emp
Plan features & details
Pension benefit codes1C3H
Plan features
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3HControlled group memberPlan 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.
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- CBIZ CPAS P.C.
- Auditor EIN
- 431947695
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified