Other

Defined Benefit Plan Amounts Recognized in Balance Sheet

Southwest Airlines Defined Benefit Plan Amounts Recognized in Balance Sheet decreased by 24.9% to -$321.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 24.9%, from -$257.00M to -$321.00M. Over 5 years (FY 2020 to FY 2025), Defined Benefit Plan Amounts Recognized in Balance Sheet shows an upward trend with a -5.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ4 2025Feb 5, 2026

How to read this metric

A positive net asset position is favorable, while a net liability indicates a potential future cash outflow requirement to fund the plan.

Detailed definition

This is the net funded status of defined benefit pension plans, representing the difference between the fair value of pl...

Peer comparison

Commonly reported by legacy carriers and large industrial firms with historical pension obligations.

Metric ID: defined_benefit_plan_balance_sheet_amount

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value-$330.00M-$241.00M-$269.00M-$257.00M-$321.00M
QoQ Change+27.0%-11.6%+4.5%-24.9%
YoY Change+27.0%-11.6%+4.5%-24.9%
Range-$330.00M-$241.00M
CAGR-2.7%
Avg YoY Growth-1.3%
Median YoY Growth-3.6%

Frequently Asked Questions

What is Southwest Airlines's defined benefit plan amounts recognized in balance sheet?
Southwest Airlines (LUV) reported defined benefit plan amounts recognized in balance sheet of -$321.00M in Q4 2025.
How has Southwest Airlines's defined benefit plan amounts recognized in balance sheet changed year-over-year?
Southwest Airlines's defined benefit plan amounts recognized in balance sheet decreased by 24.9% year-over-year, from -$257.00M to -$321.00M.
What is the long-term trend for Southwest Airlines's defined benefit plan amounts recognized in balance sheet?
Over 5 years (2020 to 2025), Southwest Airlines's defined benefit plan amounts recognized in balance sheet has grown at a -5.6% compound annual growth rate (CAGR), from -$428.00M to -$321.00M.
What does defined benefit plan amounts recognized in balance sheet mean?
The net value of a company's pension plan assets minus its retirement obligations.