Defined Benefit (Pension) · DOL Form 5500 · 2023
American Airlines, Inc. - Retirement Pension Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 13,943
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $307,197
- Avg per participant High balance/head
Official DOL plan name: The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO · Sponsored by American Airlines, Inc. - Retirement · Texas · Transportation & Warehousing
$4.3B in assets, 13,943 participants
American Airlines, Inc. - Retirement's The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO reported $4.3B in total assets and 13,943 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.
- #3,338 in Transportation & Warehousing (3,362 peers)
Coverage in Texas
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO covers 13,943 participants in Texas, 20x the typical Texas plan (state average ~688 per filing). Assets: $4.3B.
- #3,338
- in Transportation & Warehousing (3,362 peers)
- +4.8%
- assets growth YoY
- 43×
- vs typical plan assets (national mean)
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO's outsized position by total assets
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,283,241,407 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 Employees Represented by the Transport Workers Union of America, AFL-CIO'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. The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO is a mega filing (13,943 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO reported net income rose from -$978M in the plan year 2022 filing to $194M in the plan year 2023 filing.
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO end-of-year assets rose from $4.1B in the plan year 2022 filing to $4.3B in the plan year 2023 filing.
- The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO reported participants fell from 14,617 in the plan year 2022 filing to 13,943 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131502798 · American Airlines, Inc. - Retirement PY 2023 · Defined Benefit (Pension)
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO · $4.3B · 13,943 · 100th
- ASSETS $4.3B
- ASSETS 13,943
- ASSETS 100th
- ASSETS Defined Benefit (Pension)
- ASSETS near Pepsico, Inc. Employees Retirement Plan H
- ASSETS ind #3338
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 Employees Represented by the Transport Workers Union of America, AFL-CIO in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4.1B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $194M |
| Employer EIN | 131502798 |
| Plan Effective Date | 1969-01-01 |
| 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 Employees Represented by the Transport Workers Union of America, AFL-CIO
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO reports $4.3B in end-of-year assets across 13,943 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $307,197 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2023 was $194M.
This plan identity (EIN 131502798, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.1B to $4.3B (+4.1%) while covered participants moved from 14,617 to 13,402 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,617 | $4.1B | Open filing |
| 2023 | 13,943 | $4.3B | This page |
| 2024 · index core | 13,402 | $4.3B | 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 Employees Represented by the Transport Workers Union of America, AFL-CIO's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Pepsico, Inc. Employees Retirement Plan H in NY ($4.3B); by covered participants it is Dow Employees' Pension Plan in MI (14,051 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- Pepsico, Inc. Employees Retirement Plan H (NY) $4.3B · 73,934
- United States Steel Corporation Plan for Employee Pension Benefits (Revision of 2003) (PA) $4.3B · 3,317
- Lucent Technologies Inc. Pension Plan (NJ) $4.2B · N/A
- International Painters and Allied Trades Industry Pension Plan (MD) $4.2B · 44,973
Similar participant headcount
Nearest other-state filings by covered participants (13,943 participants); asset peers above are excluded.
- Dow Employees' Pension Plan (MI) 14,051 · 108 off
- Laborers District Council & Contractors Pension Fund of Ohio (OH) 14,152 · 209 off
- Northrop Grumman Pension Plan (VA) 13,674 · 269 off
- Fca US LLC UAW Pension Agreement (MI) 13,635 · 308 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.