Defined Benefit (Pension) · DOL Form 5500 · 2023
American Airlines, Inc. - Retirement Pension Plan
Data updated 2026-08-06
- $4.3B
- Total assets
- 13,943
- Participants
- 100th
- Percentile by assets
- $307,197
- Avg per participant
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.
- 100th percentile by assets (of 126,618 plans)
- #3,320 in Transportation & Warehousing (3,344 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 ~704 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2023 EOY)
- 13,943
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $307,197
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO reports 13,943 participants - 20x that state average ($4.3B EOY assets).
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)
| 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.
The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- 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 (0.037% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO's numbers.
- By total assets, The Retirement Benefit Plan of American Airlines, Inc. for Employees Represented by the Transport Workers Union of America, AFL-CIO ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- American Airlines, Inc. - Retirement's sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans