Defined Benefit (Pension) · DOL Form 5500 · 2022

Exel Global Logistics, Inc. Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
129
Participants Small participant base
84th
Percentile by assets National rank
$252,912
Avg per participant Above avg balance/head
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Official DOL plan name: Exel Global Logistics Retirement Plan · Sponsored by Exel Global Logistics, Inc. · Florida · Transportation & Warehousing

$33M in assets, 129 participants

Exel Global Logistics, Inc.'s Exel Global Logistics Retirement Plan reported $33M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #3,231 in Transportation & Warehousing (3,876 peers)

Coverage in Florida

Exel Global Logistics Retirement Plan covers 129 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $33M.

#3,231
in Transportation & Warehousing (3,876 peers)
-26.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exel Global Logistics Retirement Plan's outsized position by total assets

Exel Global Logistics Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,625,705 Top 16% higher than 84% 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

Exel Global Logistics Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exel Global Logistics Retirement Plan sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 132622043 · Exel Global Logistics, Inc. PY 2022 · Defined Benefit (Pension)

Exel Global Logistics Retirement Plan · $33M · 129 · 84th

  • 5500 $33M
  • ASSETS 129
  • PCT 84th
  • EIN Defined Benefit (Pension)
  • RANK near Recycling and General Industrial Union Local 108 Pension Fund
  • PHOTO ind #3231

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 →

Exel Global Logistics Retirement Plan in the asset neighbourhood

Retirement Plan a for Employees of United Sugars CorporationRetirement Plan a for Employ…$33MExel Global Logistics Retirement PlanExel Global Logistics Retire…$33MRecycling and General Industrial Union Local 108 Pension FundRecycling and General Indust…$33MGlasgow, Inc. Pension Plan$33MEskaton Retirement Plan$33M
End-of-year total assets ($M) among Exel Global Logistics Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$33M
Net Income-$12M
Employer EIN132622043
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exel Global Logistics, Inc.)

Sponsor-wide plan assets over time

All Exel Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 2.8056282615195594% vs 2022
2024 filing year
$32M$33M$34M$35M 202220232024 $32.6M $33.5M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 129 $33M
2023 1 120 $34M
2024 1 101 $34M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Exel Global Logistics Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Exel Global Logistics Retirement Plan, Total assets ($B): 0.032625705 · Participants: 129Exel Global Logistics Retirement 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
Exel Global Logistics Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Exel Global Logistics Retirement Plan side-by-side with 3 peers →

Exel Global Logistics Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Recycling and General Industrial Union Local 108 Pension Fund in NJ ($33M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

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 Exel Global Logistics Retirement Plan assets move in 2022? ▼
Exel Global Logistics Retirement Plan declined sharply - down 26.4% during 2022, from $44M to $33M. Reported net income was -$12M.
How have Exel Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exel Global Logistics, Inc.'s sponsor-wide assets grew 2.8%, from $33M to $34M.
Where does Exel Global Logistics Retirement Plan rank by assets among Form 5500 filers? ▼
Exel Global Logistics Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Exel Global Logistics Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Recycling and General Industrial Union Local 108 Pension Fund in NJ ($33M, 296 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exel Global Logistics Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (129 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132622043.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.