Defined Benefit (Pension) · DOL Form 5500 · 2023

Exel Global Logistics, Inc. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
120
Participants Small participant base
81st
Percentile by assets National rank
$285,826
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exel Global Logistics Retirement Plan · Sponsored by Exel Global Logistics, Inc. · Florida · Transportation & Warehousing

$34M in assets, 120 participants

Exel Global Logistics, Inc.'s Exel Global Logistics Retirement Plan reported $34M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,677 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Exel Global Logistics Retirement Plan covers 120 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $34M.

#2,677
in Transportation & Warehousing (3,362 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$34,299,169 Top 19% higher than 81% 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

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

Plan-year 2023 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 (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exel Global Logistics Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Exel Global Logistics Retirement Plan reported participants fell from 129 in the plan year 2022 filing to 120 in the plan year 2023 filing.
  • Exel Global Logistics Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132622043 · Exel Global Logistics, Inc. PY 2023 · Defined Benefit (Pension)

Exel Global Logistics Retirement Plan · $34M · 120 · 81st

  • EIN $34M
  • EIN 120
  • EIN 81st
  • EIN Defined Benefit (Pension)
  • EIN near Retirement Income Plan for Employees of Interface Performance Materials, Inc.
  • EIN ind #2677

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

Exel Global Logistics Retirement PlanExel Global Logistics Retire…$34MRetirement Income Plan for Employees of Interface Performance Materials, Inc.Retirement Income Plan for E…$34MDykema Gossett PLLC Cash Balance PlanDykema Gossett PLLC Cash Bal…$34MZimmer Surgical, Inc. Union Employees' Pension PlanZimmer Surgical, Inc. Union …$34MStoel Rives LLP Cash Balance PlanStoel Rives LLP Cash Balance…$34M
End-of-year total assets ($M) among Exel Global Logistics Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$2M
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 -20246810 Total assets ($B) Participants Exel Global Logistics Retirement Plan, Total assets ($B): 0.034299169 · Participants: 120Exel Global Logistics Retirement 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
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 Retirement Income Plan for Employees of Interface Performance Materials, Inc. in CT ($34M); by covered participants it is Kbf Cpas LLP Cash Balance Plan in OR (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Exel Global Logistics Retirement Plan assets move in 2023? ▼
Exel Global Logistics Retirement Plan grew at a solid clip - up 5.1% during 2023, from $33M to $34M. Reported net income was $2M.
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 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Retirement Income Plan for Employees of Interface Performance Materials, Inc. in CT ($34M, 64 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 Kbf Cpas LLP Cash Balance Plan in OR (120 participants, $9M 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 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.