Employers › American Airlines Group › plan 013
Recordkeeping fees per participant · American Airlines, Inc. 401(k) Plan · plan year 2024
$31.32
Higher than 44% of the 790 plans over $1B that report it.
= $3,428,540 / 109,470
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013090518NAL0001566176001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013090518NAL0001566176001, received 2025-10-13
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 2025-10-13.
Administrative expenses excluding investment management, per participant
$32.79
Higher than 31% of the 1,045 plans over $1B that report it.
= $3,589,572 / 109,470
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013090518NAL0001566176001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013090518NAL0001566176001, received 2025-10-13
Administrative expenses per participant
$83.23
Higher than 61% of the 1,076 plans over $1B that report it.
= $9,110,880 / 109,470
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013090518NAL0001566176001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013090518NAL0001566176001, received 2025-10-13
Administrative expenses as a share of assets
0.056%
Higher than 61% of the 1,076 plans over $1B that report it.
= $9,110,880 / $16,193,365,552
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013090518NAL0001566176001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013090518NAL0001566176001, received 2025-10-13
Employer contributions per participant
$3,840
Higher than 52% of the 1,135 plans over $1B that report it.
= $420,418,118 / 109,470
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013090518NAL0001566176001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013090518NAL0001566176001, received 2025-10-13
Employer share of total contributions
36.0%
Higher than 61% of the 1,135 plans over $1B that report it.
= $420,418,118 / $1,168,291,903
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013090518NAL0001566176001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013090518NAL0001566176001, received 2025-10-13
97.6% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $12,273,729 ($195.35 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013090518NAL0001566176001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMERICAN AIRLINES, INC. - RETIREMENT | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Plan name | AMERICAN AIRLINES, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Sponsor EIN / plan number | 13-1502798 / 013 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Sponsor location | FORT WORTH, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Participants, beginning of year | 114,844 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Active participants | 93,897 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Participants, end of year | 114,149 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Participants with an account balance | 109,470 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total assets, beginning of year | $14,680,189,879 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total assets, end of year | $16,193,365,552 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Net assets, end of year | $16,191,121,823 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total income | $3,044,999,921 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Net income | $1,509,813,203 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Employer contributions | $420,418,118 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Participant contributions | $718,570,857 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $29,302,928 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total contributions | $1,168,291,903 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Benefit payments | $1,523,322,624 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $1,535,186,718 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Total administrative expenses | $9,110,880 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Recordkeeping fees | $3,428,540 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Investment advisory and management fees | $5,521,308 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Administrative expenses excluding investment management | $3,589,572 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Held in master trusts | $15,798,259,693 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013090518NAL0001566176001, received 2025-10-13 |
| Independent auditor | CBIZ CPAS PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013090518NAL0001566176001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013090518NAL0001566176001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | 27 Investment advisory (plan) | $5,521,308 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $3,851,850 | 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 20251013090518NAL0001566176001, received 2025-10-13.
MASTER TRUST FOR DC PLANS OF AAG (EIN 475241301, PN 001): plan interest $15,798,259,693, 57.7% of the trust. The trust's own filing (20251013090403NAL0002149570001, received 2025-10-13) reports net assets $27,388,265,073, administrative expenses $21,278,049, recordkeeping fees $0, investment management fees $20,562,897 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 99 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $14,680,189,879 | $16,193,365,552 | 10.3% |
| Participants with a balance | 111,428 | 109,470 | -1.8% |
| Administrative expenses | $8,527,423 | $9,110,880 | 6.8% |
| Recordkeeping fees per participant | $30.78 | $31.32 | 1.8% |
| Employer contributions | $363,217,128 | $420,418,118 | 15.7% |
Prior filing 20241011133250NAL0021945505001, received 2024-10-11; the plan years are contiguous.