Overview

Plan Rating

BrightScope Rating
93
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (13)
Average in Peer Group (67)
Highest in Peer Group (93)

Plan Description

Southwest Airlines Pilots Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 93, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Southwest Airlines Pilots Retirement Savings Plan currently has over 10,600 active participants and over $6.4B in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1450 Empire Central Drive
  • Location
    Dallas , TX
  • 75247
  • Industry
    Transportation and Warehousing
  • Administrator
    Michael Haynes
  • Net Plan Assets
    $6,440,000,000
  • Total Participants
    11,000
  • Avg Account Balance
    $610,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Federal Express 92.3
Alaska Airlines 91.6
CSX 80.9
Union Pacific 79.8
SkyWest 72.9
Union Pacific Railroad Company 61.2

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 37%
2%
Schwab Personal Choice Retirement Account 15%
N/A
Vanguard Institutional Index 12%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Total Investment Management Inc
Recordkeeper
Charles Schwab
Investment Adviser
Smith Anglin Financial LLC
Investment Adviser
Leading Edge Financial Plannin
Investment Adviser
Fisher Investments
Investment Adviser
Mountain Capital Investment Ad
Investment Adviser
Hamilton Capital LLC
Investment Adviser
Hamilton Capital
Investment Adviser
Prudent Man Investment Managem
Investment Adviser
CLS Investments
Investment Adviser
Absolute Capital Management, LLC
Investment Adviser
Efficient Wealth Management
Investment Adviser
Flexible Plan Investments, Ltd.
Investment Adviser
Regal Investment Advisors LLC
Investment Adviser
Toth Financial Advisory Corp
Investment Adviser
Phh Investments Ltd
Investment Adviser
Clear Sky Financial Lp
Investment Adviser
Act Wealth Management LLC
Investment Adviser
Financial Engines
Investment Adviser
Summit Global Investments LLC
Investment Adviser
Jv Bruni and Company
Investment Adviser
Empirical Financial Services L
Investment Adviser
Thomas McDonald Partners, LLC
Investment Adviser
KMS Financial Services, Inc.
Investment Adviser
Sensible Money LLC
Investment Adviser
Viridian Ria LLC
Investment Adviser
Cap Partners LLC
Investment Adviser
HighTower Advisors, LLC
Investment Adviser
Lighthouse Financial Advisors,
Investment Adviser
Buckingham Strategic Partners
Investment Adviser
Private Management Group Inc.
Investment Adviser
White Wing Wealth Management L
Investment Adviser
Carlton Hofferkamp and Jenks W
Investment Adviser
Access Wealth Management Inc
Investment Adviser
Econ Wealth Management LLC
Investment Adviser
Eubel Brady & Suttman Asset Ma
Investment Adviser
Morningstar Investment Services LLC
Investment Adviser
Woodley Farra Manion Portfolio Management
Investment Adviser
Matson Money, Inc
Investment Adviser
Mccartney Wealth Management Ll
Investment Adviser
Trustwell Financial Advisors L
Investment Adviser
Perigon Wealth Management LLC
Investment Adviser
Creative Planning, Inc.
Investment Adviser
Belpointe Asset Management LLC
Investment Adviser
Axxcess Wealth Management LLC
Investment Adviser
Castleview Partners LLC
Investment Adviser
Van Hulzen Asset Management
Investment Adviser
Pri Financial Advisors Inc
Investment Adviser
Capital Advisors, Inc.
Investment Adviser
Johnson Wealth Inc
Auditor
Whitley Penn Financial, LLP

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