401(k) · DOL Form 5500 · 2023

Southwest Airlines Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
100
Participants Small participant base
56th
Percentile by assets National rank
$88,320
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Airlines Federal Credit Union 401(k) Plan · Sponsored by Southwest Airlines Federal Credit Union · Texas · Finance & Insurance

$9M in assets, 100 participants

Southwest Airlines Federal Credit Union's Southwest Airlines Federal Credit Union 401(k) Plan reported $9M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,616 in Finance & Insurance (8,869 peers)

Coverage in Texas

Southwest Airlines Federal Credit Union 401(k) Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#3,616
in Finance & Insurance (8,869 peers)
+9.6%
assets growth YoY

Southwest Airlines Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Southwest Airlines Federal Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,832,026 Top 44% higher than 56% of 127,068 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 2023

Southwest Airlines Federal Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Airlines Federal Credit Union 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Airlines Federal Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $773K in the plan year 2023 filing.
  • Southwest Airlines Federal Credit Union 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Southwest Airlines Federal Credit Union 401(k) Plan reported participants rose from 97 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751486899 · Southwest Airlines Federal Credit Union PY 2023 · 401(k)

Southwest Airlines Federal Credit Union 401(k) Plan · $9M · 100 · 56th

  • TYPE $9M
  • NET 100
  • BOOK 56th
  • VS-ST 401(k)
  • BOY near Intercon Construction 401(k) Plan
  • SCH ind #3616

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 401(k) Plan in the asset neighbourhood

Southwest Airlines Federal Credit Union 401(k) PlanSouthwest Airlines Federal C…$9MIntercon Construction 401(k) PlanIntercon Construction 401(k)…$9MReady-Mixed Concrete 401(k) PlanReady-Mixed Concrete 401(k) …$9MLamarque Motor Company 401(k) PlanLamarque Motor Company 401(k…$9MOpterra Solutions, Inc. 401(k)Opterra Solutions, Inc. 401(…$9M
End-of-year total assets ($M) among Southwest Airlines Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$773K
Employer EIN751486899
Plan Effective Date1998-01-01
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Airlines Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southwest Airlines Federal Credit Union 401(k) Plan, Total assets ($B): 0.008832026 · Participants: 100Southwest Airlines Federal Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Southwest Airlines Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southwest Airlines Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Southwest Airlines Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intercon Construction 401(k) Plan in WI ($9M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 401(k) Plan assets move in 2023? ▼
Southwest Airlines Federal Credit Union 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $8M to $9M. Reported net income was $773K.
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.
Which 401(k) plans are similar in size to Southwest Airlines Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercon Construction 401(k) Plan in WI ($9M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Airlines Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.