Defined Benefit (Pension) · DOL Form 5500 · 2023
American Airlines, Inc. - Retirement Pension Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 5,096
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $560,633
- Avg per participant High balance/head
Official DOL plan name: The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers · Sponsored by American Airlines, Inc. - Retirement · Texas · Transportation & Warehousing
$2.9B in assets, 5,096 participants
American Airlines, Inc. - Retirement's The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers reported $2.9B in total assets and 5,096 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,332 in Transportation & Warehousing (3,362 peers)
Coverage in Texas
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers covers 5,096 participants in Texas, 7.4x the typical Texas plan (state average ~688 per filing). Assets: $2.9B.
- #3,332
- in Transportation & Warehousing (3,362 peers)
- +3.0%
- assets growth YoY
- 29×
- vs typical plan assets (national mean)
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers's outsized position by total assets
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,856,984,194 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers lands in the large band (5,096 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers reported net income rose from -$733M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers reported participants fell from 5,477 in the plan year 2022 filing to 5,096 in the plan year 2023 filing.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers end-of-year assets rose from $2.8B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
DOL schedule card
Filing strip 131502798 · American Airlines, Inc. - Retirement PY 2023 · Defined Benefit (Pension)
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers · $2.9B · 5,096 · 100th
- VS-ST $2.9B
- BOY 5,096
- SCH 100th
- EBSA Defined Benefit (Pension)
- PART near New York State Teamsters Conference Pension & Retirement Fund
- TYPE ind #3332
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 Texas →
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | $83M |
| Employer EIN | 131502798 |
| Plan Effective Date | 1941-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Airlines, Inc. - Retirement)
Sponsor-wide plan assets over time
All American Airlines, Inc. - Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $40.0B 18.300623540637105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 135,785 | $33.8B |
| 2023 | 8 | 137,632 | $37.5B |
| 2024 | 8 | 141,543 | $40.0B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Scale composition for The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers reports $2.9B in end-of-year assets across 5,096 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $560,633 per participant (4.1x the national average assets-per-participant) . Net income for plan year 2023 was $83M.
This plan identity (EIN 131502798, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $2.7B (-4.2%) while covered participants moved from 5,477 to 4,783 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,477 | $2.8B | Open filing |
| 2023 | 5,096 | $2.9B | This page |
| 2024 · index core | 4,783 | $2.7B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- American Airlines, Inc. 401(k) Plan (401(k), $16.2B, 93,397 participants)
- American Airlines, Inc. 401(k) Plan for Pilots (401(k), $11.7B, 15,991 participants)
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO (Defined Benefit (Pension), $4.3B, 13,402 participants)
- American Airlines, Inc. Pilot Retirement Benefit Program (Defined Benefit (Pension), $2.7B, 4,746 participants)
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is New York State Teamsters Conference Pension & Retirement Fund in NY ($2.8B); by covered participants it is Auto-Owners Insurance Company Retirement Income Plan in MI (5,094 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- New York State Teamsters Conference Pension & Retirement Fund (NY) $2.8B · 10,056
- Upmc Basic Retirement Plan (PA) $2.8B · 70,746
- Bjc Pension Plan (MO) $2.8B · 19,553
- Verizon Management Pension Plan (NJ) $2.9B · 12,474
Similar participant headcount
Nearest other-state filings by covered participants (5,096 participants); asset peers above are excluded.
- Auto-Owners Insurance Company Retirement Income Plan (MI) 5,094 · 2 off
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (OH) 5,086 · 10 off
- Constellation Retirement Program (PA) 5,080 · 16 off
- John Muir Health Retirement Plan (CA) 5,072 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.