Employers › Jetblue Airways
Recordkeeping fees per participant · Jetblue Airways Retirement Plan · plan year 2024
$47.14
Higher than 79% of the 790 plans over $1B that report it.
= $1,266,295 / 26,861
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015150255NAL0002627475001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150255NAL0002627475001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$52.58
Higher than 62% of the 1,045 plans over $1B that report it.
= $1,412,440 / 26,861
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015150255NAL0002627475001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150255NAL0002627475001, received 2025-10-15
Administrative expenses per participant
$57.06
Higher than 38% of the 1,076 plans over $1B that report it.
= $1,532,794 / 26,861
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150255NAL0002627475001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150255NAL0002627475001, received 2025-10-15
Administrative expenses as a share of assets
0.028%
Higher than 28% of the 1,076 plans over $1B that report it.
= $1,532,794 / $5,447,050,378
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150255NAL0002627475001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015150255NAL0002627475001, received 2025-10-15
Employer contributions per participant
$8,988
Higher than 90% of the 1,135 plans over $1B that report it.
= $241,427,260 / 26,861
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150255NAL0002627475001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150255NAL0002627475001, received 2025-10-15
Employer share of total contributions
59.3%
Higher than 97% of the 1,135 plans over $1B that report it.
= $241,427,260 / $407,182,727
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150255NAL0002627475001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015150255NAL0002627475001, received 2025-10-15
Employer match
“We sponsor a retirement savings 401(k) defined contribution plan, covering our U.S. and Puerto Rico crewmembers, where we match 100% of our eligible crewmember's contributions up to 5% of their eligible wages.”
Form 10-K filed 2026-02-12, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Employer contributions vest after three years of service and are measured from a crewmember's hire date.”
Form 10-K filed 2026-02-12, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015150255NAL0002627475001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | JETBLUE AIRWAYS CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Plan name | JETBLUE AIRWAYS RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Sponsor EIN / plan number | 87-0617894 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Sponsor location | LONG ISLAND CITY, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Participants, beginning of year | 28,485 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Active participants | 23,089 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Participants, end of year | 27,448 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Participants with an account balance | 26,861 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total assets, beginning of year | $4,628,191,926 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total assets, end of year | $5,447,050,378 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Net assets, end of year | $5,447,050,378 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total income | $1,107,636,857 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Net income | $818,858,452 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Employer contributions | $241,427,260 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Participant contributions | $155,974,086 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $9,781,381 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total contributions | $407,182,727 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Benefit payments | $284,360,809 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $288,778,405 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Total administrative expenses | $1,532,794 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Recordkeeping fees | $1,266,295 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| IQPA audit fees | $138,345 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Investment advisory and management fees | $120,354 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Administrative expenses excluding investment management | $1,412,440 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Held in common/collective trusts | $3,719,817,436 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Held in mutual funds | $242,956,451 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015150255NAL0002627475001, received 2025-10-15 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015150255NAL0002627475001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015150255NAL0002627475001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE COrecordkeeper | NONE | 64 Recordkeeping fees; 50 Direct payment from the plan; 37 Participant loan processing; 15 Recordkeeping and information management | $1,266,296 | yes |
| MORGAN LEWIS & BOCKIUS LLP | NONE | 29 Legal | $138,345 | no |
| MERCER INVESTMENT CONSULTING INC | NONE | 29 Legal; 10 Accounting (including auditing) | $120,354 | no |
| SMITH ANGLIN FINANCIAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $87,602 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $82,002 | no |
| MORNINGSTAR INVESTMENT SERVICE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $69,275 | no |
| O'HAGAN GROUP INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $49,738 | no |
| SINGER WEALTH ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $44,277 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 26 Investment advisory (participants); 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 71 Securities brokerage commissions and fees | $43,694 | yes |
| WELLINGTON WEALTH STRATEGIES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $33,858 | no |
| CREATIVE PLANNING LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $29,896 | no |
| DAKOTA WEALTH LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $28,202 | no |
| SEASCAPE CAPITAL MANAGEMENT | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $27,232 | no |
| WOODLEY FARRA MANION PORTFOLIO | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $25,535 | no |
| MITCHELL ADVISORY INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $23,946 | no |
| PARSONS CAPITAL MGMT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $22,614 | no |
| MOUNTAIN CAPITAL INVESTMENT AD | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $20,175 | no |
| IHT WEALTH MANAGEMENT LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $18,475 | no |
| KRILOGY FINANCIAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $18,335 | no |
| HBW ADVISORY SERVICES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $17,114 | no |
| ALLGEN FINANCIAL ADVISORS INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $16,236 | no |
| TOTAL INVESTMENT MANAGEMENT IN | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,410 | no |
| SOLITUDE FINANCIAL SERVICES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,245 | no |
| PAULSON WEALTH MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $14,959 | no |
| CERITY PARTNERS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $14,158 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015150255NAL0002627475001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $4,628,191,926 | $5,447,050,378 | 17.7% |
| Participants with a balance | 28,392 | 26,861 | -5.4% |
| Administrative expenses | $1,479,175 | $1,532,794 | 3.6% |
| Recordkeeping fees per participant | $47.63 | $47.14 | -1.0% |
| Employer contributions | $246,512,129 | $241,427,260 | -2.1% |
Prior filing 20241015143030NAL0016629571001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: JETBLUE AIRWAYS CORPORATION; SEC registrant: JETBLUE AIRWAYS CORP (CIK 1158463, matched by EIN; display name from the Form 10-K cover).