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
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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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

The New York State Nurses Association Employees' Pension PlanThe New York State Nurses As…$90MRetirement Plan for National Office and Field Staff Employees of the March of Dimes FoundationRetirement Plan for National…$90MSheet Metal Workers Local No.20 Gary Area PensionSheet Metal Workers Local No…$90MMerged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$89MCommerce Bancshares, Inc Restated Retirement PlanCommerce Bancshares, Inc Res…$89M
End-of-year total assets ($M) among Merged Utu and Greenbrier Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$89M
Net Income-$29M
Employer EIN546000720
Plan Effective Date1993-07-01
Filing StatusFILING 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
$85M$90M$95M$100M 202220232024 $89.5M $95.1M ▲ +6.3%
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.

Merged Utu and Greenbrier Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Merged Utu and Greenbrier Pension Plan, Total assets ($B): 0.089451 · Participants: 39Merged Utu and Greenbrier Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Merged Utu and Greenbrier Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

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.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merged Utu and Greenbrier Pension Plan assets move in 2022?
Merged Utu and Greenbrier Pension Plan declined sharply - down 24.7% during 2022, from $119M to $89M. Reported net income was -$29M.
How have Csx Transportation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Csx Transportation, Inc.'s sponsor-wide assets grew 6.3%, from $89M to $95M.
Where does Merged Utu and Greenbrier Pension Plan rank by assets among Form 5500 filers?
Merged Utu and Greenbrier Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Merged Utu and Greenbrier Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Commerce Bancshares, Inc Restated Retirement Plan in MO ($89M, 881 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merged Utu and Greenbrier Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (39 participants, $12M in assets).