Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNION PACIFIC CORPORATION

This Defined Benefit (Pension) plan holds $4.4B in total assets and serves 3,724 participants as of 2023. It is sponsored by UNION PACIFIC CORPORATION in Nebraska. The plan reported positive net income of $54M for the year.

Total Assets (2023)
$4.4B
Participants
3,724
State
Industry
Transportation & Warehousing

What the Filing Says About PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES

PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES is a Defined Benefit (Pension) retirement plan sponsored by UNION PACIFIC CORPORATION, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $4.4B in total end-of-year assets and covers 3,724 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 132626465, and the plan has been effective since 1937-05-05. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4.3B at the beginning of 2023 to $4.4B at year-end — a gain of 1.3%. Net assets (after liabilities) closed the year at $4.4B, with reported net income of $54M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4.3B
Total Assets (End of Year)$4.4B
Net Assets (End of Year)$4.4B
Net Income$54M
Plan TypeDefined Benefit (Pension)
Employer EIN132626465
Plan Effective Date1937-05-05
Filing StatusFILING RECEIVED

Sponsor Plan History (UNION PACIFIC CORPORATION)

Year Plans Participants Total Assets
2022 2 9,284 $6.3B
2023 2 9,194 $6.6B
2024 2 8,732 $6.4B

Nearby Defined Benefit (Pension) Plans in Nebraska

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Frequently Asked Questions

How much money is in the PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES?
As of the 2023 Form 5500 filing, PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES holds $4.4B in total assets with 3,724 participants. It is sponsored by UNION PACIFIC CORPORATION.
What type of plan is PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES?
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES is a Defined Benefit (Pension) plan. It has been effective since 1937-05-05. The plan is filed with the U.S. Department of Labor under EIN 132626465.
Who sponsors the PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES?
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES is sponsored by UNION PACIFIC CORPORATION, located in Nebraska. The sponsor's EIN is 132626465 and the plan operates in the Transportation & Warehousing industry.
How did PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES perform in 2023?
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES grew by 1.3% during 2023, moving from $4.3B to $4.4B in total assets. Net income was $54M.
Where can I find official filings for PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES?
Official Form 5500 filings for PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132626465 or plan name at efast.dol.gov.
How does PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES compare to other plans?
You can compare PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 132626465.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.