Defined Benefit (Pension) · DOL Form 5500 · 2024

Southwest Airlines Federal Credit Union Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
107
Participants Small participant base
79th
Percentile by assets National rank
$313,680
Avg per participant High balance/head
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Official DOL plan name: Southwest Airlines Federal Credit Union Pension Plan · Sponsored by Southwest Airlines Federal Credit Union · Texas · Finance & Insurance

$34M in assets, 107 participants

Southwest Airlines Federal Credit Union's Southwest Airlines Federal Credit Union Pension Plan reported $34M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,741 in Finance & Insurance (8,549 peers)

Coverage in Texas

Southwest Airlines Federal Credit Union Pension Plan covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#5,741
in Finance & Insurance (8,549 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southwest Airlines Federal Credit Union Pension Plan's outsized position by total assets

Southwest Airlines Federal Credit Union Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$33,563,719 Top 21% higher than 79% 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 Pension 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 Pension Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Airlines Federal Credit Union Pension Plan reported participants rose from 90 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Southwest Airlines Federal Credit Union Pension Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Southwest Airlines Federal Credit Union Pension Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751486899 · Southwest Airlines Federal Credit Union PY 2024 · Defined Benefit (Pension)

Southwest Airlines Federal Credit Union Pension Plan · $34M · 107 · 79th

  • ASSETS $34M
  • ASSETS 107
  • ASSETS 79th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near National Cement Company Salaried Employees Retirement Plan
  • ASSETS ind #5741

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 Pension Plan in the asset neighbourhood

Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan for Saint Pe…$34MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$34MNational Cement Company Salaried Employees Retirement PlanNational Cement Company Sala…$34MExel Global Logistics Retirement PlanExel Global Logistics Retire…$34MMakena Capital Management LLC Retirement PlanMakena Capital Management LL…$34M
End-of-year total assets ($M) among Southwest Airlines Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN751486899
Plan Effective Date2004-01-01
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 Defined Benefit (Pension) Plans in Texas

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

Southwest Airlines Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Southwest Airlines Federal Credit Union Pension Plan, Total assets ($B): 0.033563719 · Participants: 107Southwest Airlines Federal Credit Union Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Southwest Airlines Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Southwest Airlines Federal Credit Union Pension Plan side-by-side with 3 peers →

Southwest Airlines Federal Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is National Cement Company Salaried Employees Retirement Plan in CA ($34M); by covered participants it is Cement Masons Pension Fund of Local No. 165 in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Pension Plan assets move in 2024? ▼
Southwest Airlines Federal Credit Union Pension Plan grew at a solid clip - up 11.2% during 2024, from $30M to $34M. Reported net income was $3M.
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.
Where does Southwest Airlines Federal Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Southwest Airlines Federal Credit Union Pension Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Southwest Airlines Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Cement Company Salaried Employees Retirement Plan in CA ($34M, 67 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Airlines Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cement Masons Pension Fund of Local No. 165 in MI (107 participants, $47M 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.