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Form 5500 · Retirement plan · IRVING, TX

SOUTHWEST AIRLINES COMPANY

The filing calls this plan SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN.

SOUTHWEST AIRLINES COMPANY of IRVING, TX files a Form 5500 for its retirement plan. Schedule A discloses 7 annuity or guaranteed-interest contracts held by the plan, written by AMERICAN GENERAL LIFE INSURANCE COMPANY and 6 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
AMERICAN GENERAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1563240 · plan 003 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
12,645
Contracts on file
7
Contract value
$330,146,858
Plan year end
December

Plan brief

Schedule A lists 7 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN GENERAL LIFE INSURANCE COMPANY.

The contracts held $330,146,858 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN GENERAL LIFE INSURANCE COMPANYAnnuity / GIC1,747December$47,124,612$0
METROPOLITAN TOWER LIFE INSURANCE COMPANYAnnuity / GIC1,747December$47,209,679$0
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC1,747December$47,105,327$0
PACIFIC LIFE INSURANCE COMPANYAnnuity / GIC1,747December$47,219,065$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC1,747December$47,165,613$0
STATE STREET BANK AND TRUST COMPANYAnnuity / GIC1,747December$47,177,300$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC1,747December$47,145,262$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SOUTHWEST AIRLINES COMPANY
EIN 74-1563240
SMITH ANGLIN FINANCIAL LLC
Named on Schedule C · EIN 26-0778361
$1,993,618
paid directly by the plan
FISHER INVESTMENTS
Named on Schedule C · EIN 20-2480800
$716,470
paid directly by the plan
TOTAL INVESTMENT MANAGEMENT IN
Named on Schedule C · EIN 86-0912979
$521,575
paid directly by the plan
SCHWAB RETIREMENT PLAN SERVICES,INC
Recordkeeping and information management · EIN 34-1479833
$371,728
paid directly by the plan
MOUNTAIN CAPITAL INVESTMENT AD
Named on Schedule C · EIN 27-4826969
$301,994
paid directly by the plan
SYMPHONY RISK SOLUTIONS, LLC
Named on Schedule C · EIN 75-1430195
$258,306
paid directly by the plan
ACT WEALTH MANAGEMENT LLC
Named on Schedule C · EIN 27-4100156
$194,716
paid directly by the plan
CALLAN ASSOCIATES INC
Named on Schedule C · EIN 94-2192581
$19,000
paid directly by the plan
CREATIVE PLANNING LLC
Named on Schedule C · EIN 43-1270780
$95,532
paid directly by the plan
PRUDENT MAN INVESTMENT MANAGEM
Named on Schedule C · EIN 84-1100775
$93,933
paid directly by the plan
STONEBRIDGE CAPITAL ADVISORS L
Named on Schedule C · EIN 41-1860983
$93,214
paid directly by the plan
SYMPHONY FINANCIAL LTD. CO
Named on Schedule C · EIN 55-0808353
$80,713
paid directly by the plan
ALLWORTH FINANCIAL LP
Named on Schedule C · EIN 68-0372662
$62,003
paid directly by the plan
WHITE WING WEALTH MANAGEMENT L
Named on Schedule C · EIN 47-1432103
$47,752
paid directly by the plan
ARISTA WEALTH MANAGEMENT LLC
Named on Schedule C · EIN 20-5148461
$44,370
paid directly by the plan
BRINKER CAPITAL INVESTMENTS LL
Named on Schedule C · EIN 32-0070947
$42,761
paid directly by the plan
ABOUND WEALTH MANAGEMENT LLC
Named on Schedule C · EIN 81-4120898
$42,393
paid directly by the plan
BEACON POINTE ADVISORS LLC
Named on Schedule C · EIN 27-0636826
$41,754
paid directly by the plan
TWO WEST CAPITAL ADVISORS LLC
Named on Schedule C · EIN 27-3055170
$38,012
paid directly by the plan
TEXAS BANK AND TRUST COMPANY
Named on Schedule C · EIN 75-0962666
$36,294
paid directly by the plan
CAPITAL ADVISORS INC
Named on Schedule C · EIN 73-1044294
$35,474
paid directly by the plan
PROVIDENCE ASSET MGMT LLC
Named on Schedule C · EIN 26-3659085
$35,400
paid directly by the plan
HIGHTOWER ADVISORS LLC
Named on Schedule C · EIN 36-4500709
$35,133
paid directly by the plan
AVION WEALTH LLC
Named on Schedule C · EIN 20-8804041
$34,213
paid directly by the plan
FINANCIAL ENGINES ADVISORS LLC
Named on Schedule C · EIN 77-0473565
$33,720
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 71,133 employees, 5,569 recordable cases, 152,159 days away from work.

EmployeesThe company's own average for the year
71,133
Hours worked
87,227,395
Recordable cases
5,569
Days away from work
152,159
Establishments filed under this EIN
94

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$11,622,763,375
Paid out in benefits
$482,270,085
Participants at the start of the year
12,645
Participants with account balances
12,980

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 34-1479833
SCHWAB RETIREMENT PLAN SERVICES,INC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 13 Schedule A contractsRenews ~Jan 1Retirement Savings PlanRetirement plan · 1 Schedule A contractplan 007Retirement plan · 1 Schedule A contractplan 001Form 5500 filing · no insured Schedule A contractsplan 006Form 5500 filing · no insured Schedule A contracts

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