Defined Benefit (Pension) · DOL Form 5500 · 2023

Mid-South Transportation Management, Inc. Pension Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
176
Participants Small participant base
92nd
Percentile by assets National rank
$646,024
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

$114M in assets, 176 participants

Mid-South Transportation Management, Inc.'s Mtm/Mata Employee Benefits Plan reported $114M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,030 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

Mtm/Mata Employee Benefits Plan covers 176 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $114M.

#3,030
in Transportation & Warehousing (3,362 peers)
+8.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$113,700,299 Top 8% higher than 92% 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

Mtm/Mata Employee Benefits 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. Mtm/Mata Employee Benefits Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mtm/Mata Employee Benefits Plan reported net income rose from -$21M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mtm/Mata Employee Benefits Plan reported participants fell from 202 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Mtm/Mata Employee Benefits Plan end-of-year assets rose from $104M in the plan year 2022 filing to $114M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621164500 · Mid-South Transportation Management, Inc. PY 2023 · Defined Benefit (Pension)

Mtm/Mata Employee Benefits Plan · $114M · 176 · 92nd

  • PCT $114M
  • EIN 176
  • RANK 92nd
  • PHOTO Defined Benefit (Pension)
  • IND near Retirement Plan for Employees of La Capitol Federal Credit Union
  • EOY ind #3030

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

Building Material Drivers Local 436 Pension FundBuilding Material Drivers Lo…$114MRetirement Plan for Employees of Teradyne, Inc.Retirement Plan for Employee…$114MMtm/Mata Employee Benefits PlanMtm/Mata Employee Benefits P…$114MRetirement Plan for Employees of La Capitol Federal Credit UnionRetirement Plan for Employee…$114MBuilding Trades Pension Plan of Western PennsylvaniaBuilding Trades Pension Plan…$114M
End-of-year total assets ($M) among Mtm/Mata Employee Benefits Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$112M
Net Income$8M
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): 0.113700299 · Participants: 176Mtm/Mata Employee Benefits PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension 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): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
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 Retirement Plan for Employees of La Capitol Federal Credit Union in LA ($114M); by covered participants it is Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Mtm/Mata Employee Benefits Plan assets move in 2023? ▼
Mtm/Mata Employee Benefits Plan grew at a solid clip - up 8.8% during 2023, from $104M to $114M. Reported net income was $8M.
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 92nd 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 Mtm/Mata Employee Benefits Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of La Capitol Federal Credit Union in LA ($114M, 132 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 Pension Fund of Stage Employees Local 4 Iatse in NJ (176 participants, N/A 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 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.