Defined Benefit (Pension) · DOL Form 5500 · 2023

Delta Air Lines, Inc. Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
13,044
Participants Very large workforce
91st
Percentile by assets National rank
$7,891
Avg per participant Low balance/head
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Official DOL plan name: Delta Air Lines, Inc. Market Based Cash Balance Plan · Sponsored by Delta Air Lines, Inc. · Georgia · Transportation & Warehousing

$103M in assets, 13,044 participants

Delta Air Lines, Inc.'s Delta Air Lines, Inc. Market Based Cash Balance Plan reported $103M in total assets and 13,044 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,007 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

Delta Air Lines, Inc. Market Based Cash Balance Plan covers 13,044 participants in Georgia, 12x the typical Georgia plan (state average ~1,096 per filing). Assets: $103M.

#3,007
in Transportation & Warehousing (3,362 peers)
$103M
reported net income
1.0×
vs typical plan assets (national mean)

Delta Air Lines, Inc. Market Based Cash Balance Plan's outsized position by total assets

Delta Air Lines, Inc. Market Based Cash Balance Plan vs every filed plan by assets

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

$102,928,385 Top 9% higher than 91% 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

Delta Air Lines, Inc. Market Based Cash Balance Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delta Air Lines, Inc. Market Based Cash Balance Plan is a mega filing (13,044 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 580218548 · Delta Air Lines, Inc. PY 2023 · Defined Benefit (Pension)

Delta Air Lines, Inc. Market Based Cash Balance Plan · $103M · 13,044 · 91st

  • EOY $103M
  • 5500 13,044
  • ASSETS 91st
  • PCT Defined Benefit (Pension)
  • EIN near Placid Refining Company Pension Plan
  • RANK ind #3007

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Delta Air Lines, Inc. Market Based Cash Balance Plan in the asset neighbourhood

Federation Employees' Retirement Income PlanFederation Employees' Retire…$103MUnited Refining Company Consolidated Pension PlanUnited Refining Company Cons…$103MPlacid Refining Company Pension PlanPlacid Refining Company Pens…$103MDelta Air Lines, Inc. Market Based Cash Balance PlanDelta Air Lines, Inc. Market…$103MZoological Society of San Diego Restated Pension Plan for Union EmployeesZoological Society of San Di…$103M
End-of-year total assets ($M) among Delta Air Lines, Inc. Market Based Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$103M
Net Income$103M
Employer EIN580218548
Plan Effective Date2023-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Air Lines, Inc.)

Sponsor-wide plan assets over time

All Delta Air Lines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51.4B 27.83790401128044% vs 2022
2024 filing year
$35B$40B$45B$50B$55B 202220232024 $40.2B $51.4B ▲ +27.8%
Year Plans Participants Total Assets
2022 11 112,289 $40.2B
2023 12 136,516 $46.0B
2024 12 145,368 $51.4B

Nearby Defined Benefit (Pension) Plans in Georgia

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

Delta Air Lines, Inc. Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 -505101520 Total assets ($B) Participants Delta Air Lines, Inc. Market Based Cash Balance Plan, Total assets ($B): 0.102928385 · Participants: 13044Delta Air Lines, Inc. Market Based Cash Balance PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Delta Air Lines, Inc. Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Delta Air Lines, Inc. Market Based Cash Balance Plan side-by-side with 3 peers →

Scale composition for Delta Air Lines, Inc. Market Based Cash Balance Plan

Delta Air Lines, Inc. Market Based Cash Balance Plan reports $103M in end-of-year assets across 13,044 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $7,891 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $103M.

This plan identity (EIN 580218548, plan #024) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $103M to $357M (+246.5%) while covered participants moved from 13,044 to 14,012 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2023 13,044 $103M This page
2024 · index core 14,012 $357M Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Delta Air Lines, Inc. Market Based Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Placid Refining Company Pension Plan in TX ($103M); by covered participants it is Operating Engineers Pension Trust in CA (13,014 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,044 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 have Delta Air Lines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Air Lines, Inc.'s sponsor-wide assets grew 27.8%, from $40.2B to $51.4B.
Where does Delta Air Lines, Inc. Market Based Cash Balance Plan rank by assets among Form 5500 filers? ▼
Delta Air Lines, Inc. Market Based Cash Balance Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Delta Air Lines, Inc. Market Based Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Placid Refining Company Pension Plan in TX ($103M, 197 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Delta Air Lines, Inc. Market Based Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Operating Engineers Pension Trust in CA (13,014 participants, $3.5B 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 580218548.

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.