Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Delta Air Lines, Inc. Market Based Cash Balance Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Delta Air Lines, Inc. · Georgia · Transportation & Warehousing

What the 2023 filing shows

Delta Air Lines, Inc. Market Based Cash Balance Plan holds $357M for 14,012 participants — about $25,455 per participant, up 246.5% over the 2024 plan year.

$357M
total plan assets (2024 EOY)
14,012
covered participants
$25,455
avg assets per participant
+246.5%
assets growth YoY
Total Assets (2023)
$357M
Participants
14,012
State
Industry
Transportation & Warehousing

What the Filing Says About Delta Air Lines, Inc. Market Based Cash Balance Plan

Delta Air Lines, Inc. Market Based Cash Balance Plan is a Defined Benefit (Pension) retirement plan sponsored by Delta Air Lines, Inc., headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $357M in total end-of-year assets and covers 14,012 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 580218548, and the plan has been effective since 2023-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $103M at the beginning of 2024 to $357M at year-end — a gain of 246.5%. Net assets (after liabilities) closed the year at $357M, with reported net income of $254M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$103M
Total Assets (End of Year)$357M
Net Assets (End of Year)$357M
Net Income$254M
Plan TypeDefined Benefit (Pension)
Employer EIN580218548
Plan Effective Date2023-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delta Air Lines, Inc.)

Year Plans Participants Total Assets
2022 11 112,289 $40.2B
2023 12 136,516 $46.0B
2024 9 136,853 $42.7B

Nearby Defined Benefit (Pension) Plans in Georgia

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

Frequently Asked Questions

How much money is in the Delta Air Lines, Inc. Market Based Cash Balance Plan?
As of the 2024 Form 5500 filing, Delta Air Lines, Inc. Market Based Cash Balance Plan holds $357M in total assets with 14,012 participants. It is sponsored by Delta Air Lines, Inc..
What type of plan is Delta Air Lines, Inc. Market Based Cash Balance Plan?
Delta Air Lines, Inc. Market Based Cash Balance Plan is a Defined Benefit (Pension) plan. It has been effective since 2023-10-01. The plan is filed with the U.S. Department of Labor under EIN 580218548.
Who sponsors the Delta Air Lines, Inc. Market Based Cash Balance Plan?
Delta Air Lines, Inc. Market Based Cash Balance Plan is sponsored by Delta Air Lines, Inc., located in Georgia. The sponsor's EIN is 580218548 and the plan operates in the Transportation & Warehousing industry.
How did Delta Air Lines, Inc. Market Based Cash Balance Plan perform in 2024?
Delta Air Lines, Inc. Market Based Cash Balance Plan grew by 246.5% during 2024, moving from $103M to $357M in total assets. Net income was $254M.
Where can I find official filings for Delta Air Lines, Inc. Market Based Cash Balance Plan?
Official Form 5500 filings for Delta Air Lines, Inc. Market Based Cash Balance Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580218548 or plan name at efast.dol.gov.
How does Delta Air Lines, Inc. Market Based Cash Balance Plan compare to other plans?
You can compare Delta Air Lines, Inc. Market Based Cash Balance Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 580218548.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.