401(k) · DOL Form 5500 · 2024

Southwest Airlines Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
57th
Percentile by assets National rank
$97,629
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Airlines Federal Credit Union 401(k) Plan · Sponsored by Southwest Airlines Federal Credit Union · Texas · Finance & Insurance

$11M in assets, 110 participants

Southwest Airlines Federal Credit Union's Southwest Airlines Federal Credit Union 401(k) Plan reported $11M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,522 in Finance & Insurance (8,549 peers)

Coverage in Texas

Southwest Airlines Federal Credit Union 401(k) Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#3,522
in Finance & Insurance (8,549 peers)
+21.6%
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 2024 · DOL Form 5500

$10,739,176 Top 43% higher than 57% of 123,620 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 2024

Southwest Airlines Federal Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Airlines Federal Credit Union 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Airlines Federal Credit Union 401(k) Plan reported net income rose from $773K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southwest Airlines Federal Credit Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Southwest Airlines Federal Credit Union 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751486899 · Southwest Airlines Federal Credit Union PY 2024 · 401(k)

Southwest Airlines Federal Credit Union 401(k) Plan · $11M · 110 · 57th

  • BOOK $11M
  • VS-ST 110
  • BOY 57th
  • SCH 401(k)
  • EBSA near Nnit, Inc. 401(k) Plan
  • PART ind #3522

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…$11MNnit, Inc. 401(k) Plan$11MTerrascend USA, Inc. 401(k) Savings PlanTerrascend USA, Inc. 401(k) …$11MConnoisseur Media, LLC 401(k) PlanConnoisseur Media, LLC 401(k…$11MRbi Corporation Profit Sharing PlanRbi Corporation Profit Shari…$11M
End-of-year total assets ($M) among Southwest Airlines Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
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): 0.010739176 · Participants: 110Southwest Airlines Federal Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Nnit, Inc. 401(k) Plan in NJ ($11M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Southwest Airlines Federal Credit Union 401(k) Plan grew sharply - up 21.6% during 2024, from $9M to $11M. Reported net income was $2M.
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 Nnit, Inc. 401(k) Plan in NJ ($11M, 105 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 Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.