Defined Benefit (Pension) · DOL Form 5500 · 2023

Mid-South Transportation Management, Inc. Pension Plan

Data updated 2026-08-11

$114M
Total assets: 176
Participants: 92nd
Percentile by assets: $646,024
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$114M
total plan assets (2023 EOY): 176
covered participants: 92nd
percentile by assets (of 127,072 plans): $646,024
avg assets per participant

Where Mtm/Mata Employee Benefits Plan sits 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

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 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 →

State

Tennessee

Industry

Transportation & Warehousing

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Mtm/Mata Employee Benefits Plan reports 176 participants - about 16% of that state average ($114M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$104M
Net Assets (End of Year)	$112M
Net Income	$8M
Employer EIN	621164500
Plan Effective Date	1948-07-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Mid-South Transportation Management, Inc. plans on file

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

Fedex Corporation Employees' Pension Plan $26.6B · 139,031
Retirement Plan of International Paper Company $8.8B · 20,164
Pace Industry Union-Management Pension Fund $2.7B · 3,192
Pension Plan for Employees at Ornl $2.5B · 5,801
Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710

Compare Mtm/Mata Employee Benefits Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Mtm/Mata Employee Benefits Plan by total assets, not by location.

Retirement Plan for Employees of La Capitol Federal Credit Union (LA) $114M · 132
Retirement Plan for Employees of Teradyne, Inc. (MA) $114M · 402
Building Material Drivers Local 436 Pension Fund (OH) $114M · 82
Building Trades Pension Plan of Western Pennsylvania (OH) $114M · 1,379

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).

Next read for Mtm/Mata Employee Benefits Plan

Filing takeaways

Ways to act on Mtm/Mata Employee Benefits Plan's numbers.

By total assets, Mtm/Mata Employee Benefits Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
Mid-South Transportation Management, Inc.'s sponsor-wide assets have declined 84.9% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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.