Overview

Plan Rating

BrightScope Rating
92
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (16)
Average in Peer Group (66)
Highest in Peer Group (92)

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 92, 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 9,500 active participants and over $5.1B 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 12/31/2017
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
    $5,090,000,000
  • Total Participants
    9,600
  • Avg Account Balance
    $530,000

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
Alston & Bird, LLP 87.1
Stifel Financial 80.8
Citigroup 79.9
Aflac 74.9
Olney Bancshares of Texas 64.6
Harris Teeter Supermarkets 57.2
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 34%
3%
Schwab Personal Choice Retirement Account 14%
N/A
Vanguard Institutional Index 10%
4%
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 Planning
Investment Adviser
Hamilton Capital Management, Inc.
Investment Adviser
Fisher Investments
Investment Adviser
Mountain Capital Investment
Investment Adviser
CLS Investments
Investment Adviser
Whitley Penn Financial, LLP
Investment Adviser
Absolute Capital Management, LLC
Investment Adviser
Prudential
Investment Adviser
Efficient Wealth Management
Investment Adviser
Stellar Capital Management
Investment Adviser
Toth Financial Advisory Corp
Investment Adviser
Flexible Plan Investments, Ltd.
Investment Adviser
Independent Financial Partners
Investment Adviser
Savant Investment Group, LLC
Investment Adviser
Jv Bruni and Company
Investment Adviser
FDX Advisors, Inc.
Investment Adviser
Empirical Financial Services
Investment Adviser
Benefit Funding Services Group
Investment Adviser
Summit Global Investments LLC
Investment Adviser
Thomas McDonald Partners, LLC
Investment Adviser
Carlton Hofferkamp and Jenks
Investment Adviser
Frontier Investment Management Co.
Investment Adviser
Cap Partners LLC
Investment Adviser
Financial Security Advisory, Inc.
Investment Adviser
HighTower Advisors, LLC
Investment Adviser
Regal Investment Advisors
Investment Adviser
Appropriate Balance Finl Svcs
Investment Adviser
Reynolds Investment Management, Inc
Investment Adviser
Private Managment Group Inc
Investment Adviser
Abundance Technologies, Inc.
Investment Adviser
Phh Investments Ltd
Investment Adviser
Schlindwein Associates
Investment Adviser
Gylau Inc
Investment Adviser
Woodley Farra Manion Portfolio Management
Auditor
Whitley Penn Financial, LLP

Articles and Questions

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