Defined Benefit (Pension) · DOL Form 5500 · 2023

Csx Transportation, Inc. Pension Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
33
Participants Small participant base
91st
Percentile by assets National rank
$2.9M
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

$97M in assets, 33 participants

Csx Transportation, Inc.'s Merged Utu and Greenbrier Pension Plan reported $97M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,995 in Transportation & Warehousing (3,362 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, $97M for 33 participants (~$2.9M/participant), up 8.3% in 2023.

#2,995
in Transportation & Warehousing (3,362 peers)
+8.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$96,869,932 Top 9% higher than 91% of 127,068 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 2023

Merged Utu and Greenbrier Pension Plan among smaller filed plans by headcount

Plan-year 2023 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 (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merged Utu and Greenbrier Pension Plan reported net income rose from -$29M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Merged Utu and Greenbrier Pension Plan reported participants fell from 39 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Merged Utu and Greenbrier Pension Plan end-of-year assets rose from $89M in the plan year 2022 filing to $97M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 546000720 · Csx Transportation, Inc. PY 2023 · Defined Benefit (Pension)

Merged Utu and Greenbrier Pension Plan · $97M · 33 · 91st

  • BOOK $97M
  • BOOK 33
  • BOOK 91st
  • BOOK Defined Benefit (Pension)
  • BOOK near Calportland Company Defined Benefit Pension Plan
  • BOOK ind #2995

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

Detroit Free Press, Inc. Newspaper Guild of Detroit Pension PlanDetroit Free Press, Inc. New…$97MCalportland Company Defined Benefit Pension PlanCalportland Company Defined …$97MMerged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$97MRetirement Plan for Employees of Redington Fairview General HospitalRetirement Plan for Employee…$97MLaborers Local 235 Pension FundLaborers Local 235 Pension F…$97M
End-of-year total assets ($M) among Merged Utu and Greenbrier Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$97M
Net Income$7M
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 -20246810 Total assets ($B) Participants Merged Utu and Greenbrier Pension Plan, Total assets ($B): 0.096869932 · Participants: 33Merged Utu and Greenbrier Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Merged Utu and Greenbrier Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Merged Utu and Greenbrier Pension Plan side-by-side with 3 peers →

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 Calportland Company Defined Benefit Pension Plan in NV ($97M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Merged Utu and Greenbrier Pension Plan grew at a solid clip - up 8.3% during 2023, from $89M to $97M. Reported net income was $7M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Calportland Company Defined Benefit Pension Plan in NV ($97M, 52 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 Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 546000720.

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.