Southwest Airlines Co.'s EIN is 74-1563240.
Download the official 2024 Form 5500 (PDF) for Southwest Airlines Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Airlines Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TRUST | — | BOSTON, MA | INVESTMENT ADVISOR | $31K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| QDRO CONSULTANTS COMPANY | — | MEDINA, OH | CONSULTANT | $30K | — |
| NEPC LLC | 26-1429809 | — | INVESTMENT ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | $157.4M | $2.8B | 16.5% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | $9.3M | $2.2B | 13.1% | |
| Dodge and Cox Stock Fund 8,261,776 units | Mutual Funds | — | $8.3M | $2.1B | 12.5% | |
| MASTER TRUST AGREEMENT FOR QUALIFIE SOUTHWEST AIRLINES CO. · EIN 74-1563240 / PN 006 | Master Trust | — | — | $1.1B | 6.4% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | $8.6M | $961.9M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | $8.5M | $926.1M | 5.5% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | $7.4M | $841.4M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | $6.6M | $762.1M | 4.5% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | $6.0M | $694.0M | 4.1% | |
| Southwest Airlines Co. Common Stock | Common Stocks | — | $8.8M | $594.8M | 3.5% | |
| CAPITAL GROUP EUROPACIFIC GR TR US CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | $42.0M | $543.9M | 3.2% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | $4.3M | $501.3M | 3.0% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | $4.6M | $497.2M | 2.9% | |
| FIAM SMALL CAPITALIZATION CORE FIDELITY · EIN 20-4659714 / PN 029 | Common Collective Trust | — | $1.7M | $358.0M | 2.1% | |
| WTC CIF II CORE BOND PLUS SERIES 4 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 199 | Common Collective Trust | — | $37.0M | $330.5M | 1.9% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | $2.3M | $262.6M | 1.5% | |
| Self Directed Brokerage Window Self Directed Brokerage Window — | Self-Directed Brokerage | — | — | $257.9M | 1.5% | |
| VANGUARD TARGET RET INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6432239 / PN 001 | Common Collective Trust | — | $2.5M | $247.6M | 1.5% | |
| Notes Receivable from Notes Receivable from Participants with interest rates * Participants ranging from 3.25% to 9.50% — | Bonds / Notes | — | — | $197.6M | 1.2% | |
| VANGUARD INST EXTD MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $887K | $149.5M | 0.9% | |
| VANGUARD INST BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | $1.4M | $142.5M | 0.8% | |
| VANGUARD INT TOTAL INST STK MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-3075564 / PN 001 | Common Collective Trust | — | $1.0M | $129.6M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | $770K | $89.7M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | $646K | $89.4M | 0.5% | |
| Vanguard Short-term Inflation Protected Index Fund 2,550,744 units | Common Collective Trusts | — | $2.6M | $62.0M | 0.4% | |
| Morgan Stanley Institutional Liquidity Government Fund 12,358,197 units | Other securities | — | $12.4M | $12.4M | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
