Defined Benefit (Pension) · DOL Form 5500 · 2022

Southwest Airlines Federal Credit Union Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
89
Participants Small participant base
81st
Percentile by assets National rank
$298,278
Avg per participant High balance/head
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Official DOL plan name: Southwest Airlines Federal Credit Union Pension Plan · Sponsored by Southwest Airlines Federal Credit Union · Texas · Finance & Insurance

$27M in assets, 89 participants

Southwest Airlines Federal Credit Union's Southwest Airlines Federal Credit Union Pension Plan reported $27M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,466 in Finance & Insurance (9,261 peers)

Where Southwest Airlines Federal Credit Union Pension Plan sits by assets

Southwest Airlines Federal Credit Union Pension Plan sits in the top quartile of all filed plans by assets, $27M for 89 participants (~$298,278/participant), down 16.2% in 2022.

#6,466
in Finance & Insurance (9,261 peers)
-16.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Airlines Federal Credit Union Pension Plan's outsized position by total assets

Southwest Airlines Federal Credit Union Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,546,781 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southwest Airlines Federal Credit Union Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Airlines Federal Credit Union Pension Plan is a small filing (89 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751486899 · Southwest Airlines Federal Credit Union PY 2022 · Defined Benefit (Pension)

Southwest Airlines Federal Credit Union Pension Plan · $27M · 89 · 81st

  • ASSETS $27M
  • PCT 89
  • EIN 81st
  • RANK Defined Benefit (Pension)
  • PHOTO near Electralloy Salaried Employees Pension Plan
  • IND ind #6466

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Southwest Airlines Federal Credit Union Pension Plan in the asset neighbourhood

Rose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$27MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$27MElectralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$27MSimplot Pension Plan S$26MParr Instrument Company Retirement PlanParr Instrument Company Reti…$26M
End-of-year total assets ($M) among Southwest Airlines Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN751486899
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Airlines Federal Credit Union)

Sponsor-wide plan assets over time

All Southwest Airlines Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$44M 28.022902176232673% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.6M $44.3M ▲ +28.0%
Year Plans Participants Total Assets
2022 2 186 $35M
2023 2 190 $39M
2024 2 217 $44M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Airlines Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Airlines Federal Credit Union Pension Plan, Total assets ($B): 0.026546781 · Participants: 89Southwest Airlines Federal Credit Union Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Southwest Airlines Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southwest Airlines Federal Credit Union Pension Plan side-by-side with 3 peers →

Southwest Airlines Federal Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Electralloy Salaried Employees Pension Plan in PA ($27M); by covered participants it is The Scotts Company LLC Associates' Pension Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Airlines Federal Credit Union Pension Plan assets move in 2022? ▼
Southwest Airlines Federal Credit Union Pension Plan declined sharply - down 16.2% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Southwest Airlines Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Airlines Federal Credit Union's sponsor-wide assets grew 28.0%, from $35M to $44M.
Where does Southwest Airlines Federal Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Southwest Airlines Federal Credit Union Pension Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southwest Airlines Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electralloy Salaried Employees Pension Plan in PA ($27M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Airlines Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scotts Company LLC Associates' Pension Plan in OH (89 participants, $59M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751486899.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.