Defined Benefit (Pension) · DOL Form 5500 · 2022

Mid-South Transportation Management, Inc. Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
202
Participants Below avg headcount
93rd
Percentile by assets National rank
$517,289
Avg per participant High balance/head
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Official DOL plan name: Mtm/Mata Employee Benefits Plan · Sponsored by Mid-South Transportation Management, Inc. · Tennessee · Transportation & Warehousing

$104M in assets, 202 participants

Mid-South Transportation Management, Inc.'s Mtm/Mata Employee Benefits Plan reported $104M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,557 in Transportation & Warehousing (3,876 peers)

Coverage in Tennessee

Mtm/Mata Employee Benefits Plan covers 202 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $104M.

#3,557
in Transportation & Warehousing (3,876 peers)
-17.3%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mtm/Mata Employee Benefits Plan's outsized position by total assets

Mtm/Mata Employee Benefits Plan vs every filed plan by assets

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

$104,492,435 Top 7% higher than 93% 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

Mtm/Mata Employee Benefits 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. Mtm/Mata Employee Benefits Plan sits mid-pack in the medium band (202 participants).

Plan-year Form 5500 strip

Filing strip 621164500 · Mid-South Transportation Management, Inc. PY 2022 · Defined Benefit (Pension)

Mtm/Mata Employee Benefits Plan · $104M · 202 · 93rd

  • 5500 $104M
  • ASSETS 202
  • PCT 93rd
  • EIN Defined Benefit (Pension)
  • RANK near Wausau Paper Corp. Retirement Plan
  • PHOTO ind #3557

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 Tennessee →

Mtm/Mata Employee Benefits Plan in the asset neighbourhood

Group Pension Plan for the Employees of Zippo Manufacturing CompanyGroup Pension Plan for the E…$105MWausau Paper Corp. Retirement PlanWausau Paper Corp. Retiremen…$105MMtm/Mata Employee Benefits PlanMtm/Mata Employee Benefits P…$104MNg Master Inactive Qualified PlanNg Master Inactive Qualified…$104MUnited Nations Federal Credit Union Cash Balance Retirement Pension PlanUnited Nations Federal Credi…$104M
End-of-year total assets ($M) among Mtm/Mata Employee Benefits Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$104M
Net Income-$21M
Employer EIN621164500
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-South Transportation Management, Inc.)

Sponsor-wide plan assets over time

All Mid-South Transportation Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 84.93875429583171% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $117M $17.7M ▼ -84.9%
Year Plans Participants Total Assets
2022 2 605 $117M
2023 2 589 $130M
2024 1 441 $18M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Mtm/Mata Employee Benefits Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Mtm/Mata Employee Benefits Plan, Total assets ($B): 0.104492435 · Participants: 202Mtm/Mata Employee Benefits PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Mtm/Mata Employee Benefits Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Mtm/Mata Employee Benefits Plan side-by-side with 3 peers →

Mtm/Mata Employee Benefits Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Wausau Paper Corp. Retirement Plan in PA ($105M); by covered participants it is King Abdullah University of Science & Technology Retirement Plan in (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Mtm/Mata Employee Benefits Plan assets move in 2022? ▼
Mtm/Mata Employee Benefits Plan declined sharply - down 17.3% during 2022, from $126M to $104M. Reported net income was -$21M.
How have Mid-South Transportation Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-South Transportation Management, Inc.'s sponsor-wide assets declined 84.9%, from $117M to $18M.
Where does Mtm/Mata Employee Benefits Plan rank by assets among Form 5500 filers? ▼
Mtm/Mata Employee Benefits Plan ranks in the 93rd 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 Mtm/Mata Employee Benefits Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wausau Paper Corp. Retirement Plan in PA ($105M, 266 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mtm/Mata Employee Benefits Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King Abdullah University of Science & Technology Retirement Plan in (202 participants, $32M 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 621164500.

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.