My Plan Facts

Employers › Florida

Employer · plans filed under one EIN

Spirit Airlines, Inc.

Dania Beach, FL · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.48Bnet assets across plans
13,297participant records12,328 active
$122Memployer contributions, latest plan years$9,913 per active record
$780KSchedule C compensation to organisations$58.67 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Spirit Airlines, Inc.'s employer identification number (Dania Beach, Florida). Their latest filings total 13,297 participant records and $1.48B in net assets.

The largest is Spirit Airlines, Inc. Employee Retirement Savings Plan, a 401(k) plan with 9,771 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $122M and participant contributions $74.4M in the latest plan years; benefits paid were $65.9M. Schedule C compensation reported to service provider organisations totalled $780K.

Combined net assets moved from $72.3M in 2009 to $1.48B in 2024 (up 1943%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Spirit Airlines, Inc. Employee Retirement Savings Plan401(k) plan20249,771$296M$30,273$1,510$360K
Spirit Airlines, Inc. Pilots' Retirement Savings Plan401(k) plan20243,526$1.18B$335,099$33,892$420K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $72.3M2010: $92.7M2011: $98.6M2012: $127M2013: $168M2014: $196M2015: $218M2016: $267M2017: $356M2018: $395M2019: $567M2020: $742M2021: $953M2022: $874M2023: $1.19B2024: $1.48B$72.3M$1.48B20092012201620202024
Combined net assets
2009: 2,7552010: 2,6082011: 2,8872012: 3,3772013: 3,9482014: 4,3522015: 4,9632016: 5,8512017: 7,0442018: 8,0652019: 8,9142020: 9,5042021: 10,4272022: 12,6072023: 14,5212024: 13,2972,75514,52113,29720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024213,297$1.48B$122M$74.4M
2023214,521$1.19B$106M$67.6M
2022212,607$874M$84.7M$57.3M
2021210,427$953M$71.1M$50.7M
202029,504$742M$57.8M$44.0M
201928,914$567M$50.0M$40.9M
201828,065$395M$36.6M$34.9M
201727,044$356M$19.2M$26.4M
201625,851$267M$15.8M$22.8M
201524,963$218M$12.5M$17.9M
201424,352$196M$9.6M$14.1M
201323,948$168M$7.5M$11.9M
201223,377$127M$6.3M$9.8M
201122,887$98.6M$5.4M$8.4M
201022,608$92.7M$4.6M$7.4M
200922,755$72.3M$3.8M$6.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Schwab Retirement Plan Services,incRecordkeeping and information management; Investment advisory (participants)2$490,166
Allworth Financial LPInvestment advisory (participants)1$52,503
CBIZ CPAS P.C.Accounting (including auditing)2$46,200
Charles Schwab & Co., Inc.Securities brokerage2$32,679
Bonfire Financial LLCInvestment advisory (participants)1$26,458
Morningstar Investment ServiceInvestment advisory (participants)1$25,598
Creative Planning LLCInvestment advisory (participants)1$20,616
Symphony Financial Ltd. Co.Investment advisory (participants)1$17,216
RWQ Financial Management ServiInvestment advisory (participants)1$14,635
USI Advisors Inc.Investment management1$13,744
Mountain Capital Investment AdInvestment advisory (participants)1$7,966
Little House Capital LLCInvestment advisory (participants)1$7,738
ZWJ Investment Counsel Inc.Investment advisory (participants)1$6,442

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Schwab Retirement Plan Services,inc$490K
Allworth Financial LP$53K
CBIZ CPAS P.C.$46K
Charles Schwab & Co., Inc.$33K
Bonfire Financial LLC$26K
Morningstar Investment Service$26K
Creative Planning LLC$21K
Symphony Financial Ltd. Co.$17K

Questions and answers

How many retirement plans does Spirit Airlines, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Spirit Airlines, Inc. Employee Retirement Savings Plan and Spirit Airlines, Inc. Pilots' Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Spirit Airlines, Inc. contribute to its plans?

$122,201,988 in employer contributions across these plans in their latest plan years, about $9,913 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Schwab Retirement Plan Services,inc, Allworth Financial LP, CBIZ CPAS P.C. and Charles Schwab & Co., Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.