Defined Benefit Plan Funded Status
Southwest Airlines Defined Benefit Plan Funded Status decreased by 25.4% to -$321.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 25.4%, from -$256.00M to -$321.00M. Over 5 years (FY 2020 to FY 2025), Defined Benefit Plan Funded Status shows an upward trend with a -5.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
A higher or positive status indicates a well-funded plan, whereas a negative status signals potential future cash outflows to cover deficits.
Detailed definition
The funded status is the difference between the fair value of pension plan assets and the projected benefit obligation....
Peer comparison
Aerospace and defense companies often manage large pension liabilities, and investors compare funded status to assess the risk of future cash calls.
defined_benefit_plan_funded_statusHistorical Data
| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | -$330.00M | -$241.00M | -$269.00M | -$256.00M | -$321.00M |
| QoQ Change | — | +27.0% | -11.6% | +4.8% | -25.4% |
| YoY Change | — | +27.0% | -11.6% | +4.8% | -25.4% |
Defined Benefit Plan Funded Status at Other Companies
Frequently Asked Questions
- What is Southwest Airlines's defined benefit plan funded status?
- Southwest Airlines (LUV) reported defined benefit plan funded status of -$321.00M in Q4 2025.
- How has Southwest Airlines's defined benefit plan funded status changed year-over-year?
- Southwest Airlines's defined benefit plan funded status decreased by 25.4% year-over-year, from -$256.00M to -$321.00M.
- What is the long-term trend for Southwest Airlines's defined benefit plan funded status?
- Over 5 years (2020 to 2025), Southwest Airlines's defined benefit plan funded status has grown at a -5.6% compound annual growth rate (CAGR), from -$428.00M to -$321.00M.
- What does defined benefit plan funded status mean?
- The difference between the money set aside for pensions and the amount the company owes to retirees.