Defined Benefit (Pension) · DOL Form 5500 · 2022
Csx Transportation, Inc. Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 39
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: Merged Utu and Greenbrier Pension Plan · Sponsored by Csx Transportation, Inc. · Florida · Transportation & Warehousing
$89M in assets, 39 participants
Csx Transportation, Inc.'s Merged Utu and Greenbrier Pension Plan reported $89M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,520 in Transportation & Warehousing (3,876 peers)
Where Merged Utu and Greenbrier Pension Plan sits by assets
Merged Utu and Greenbrier Pension Plan sits in the top 10% of all filed plans by assets, $89M for 39 participants (~$2.3M/participant), down 24.7% in 2022.
- #3,520
- in Transportation & Warehousing (3,876 peers)
- -24.7%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Merged Utu and Greenbrier Pension Plan's outsized position by total assets
Merged Utu and Greenbrier Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$89,451,000 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Merged Utu and Greenbrier Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merged Utu and Greenbrier Pension Plan is a small filing (39 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 546000720 · Csx Transportation, Inc. PY 2022 · Defined Benefit (Pension)
Merged Utu and Greenbrier Pension Plan · $89M · 39 · 92nd
- IND $89M
- EOY 39
- 5500 92nd
- ASSETS Defined Benefit (Pension)
- PCT near Commerce Bancshares, Inc Restated Retirement Plan
- EIN ind #3520
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Florida →
Merged Utu and Greenbrier Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | -$29M |
| Employer EIN | 546000720 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Csx Transportation, Inc.)
Sponsor-wide plan assets over time
All Csx Transportation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 6.334028686096299% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $89M |
| 2023 | 1 | 33 | $97M |
| 2024 | 1 | 21 | $95M |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Merged Utu and Greenbrier Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Commerce Bancshares, Inc Restated Retirement Plan in MO ($89M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Commerce Bancshares, Inc Restated Retirement Plan (MO) $89M · 881
- Sheet Metal Workers Local No.20 Gary Area Pension (MI) $90M · 453
- Retirement Plan for National Office and Field Staff Employees of the March of Dimes Foundation (VA) $90M · 67
- The New York State Nurses Association Employees' Pension Plan (NY) $90M · 71
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Retirement Plan for Officers,Business Reps and Office Employees of Local 464a (NJ) 39 · 0 off
- Worcester Envelope Company Employees' Pension Plan (MA) 39 · 0 off
- Almatis, Inc. Retirement Plan for Collectively Bargained Employees (AR) 39 · 0 off
- Estate of William G. Helis Retirement Plan (LA) 39 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.