401(k) · DOL Form 5500 · 2023
Federal Express Corporation 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 567
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $90,563
- Avg per participant Below avg balance/head
Official DOL plan name: Fedex Corporation Retirement Savings Plan for Puerto Rico · Sponsored by Federal Express Corporation · Tennessee · Transportation & Warehousing
$51M in assets, 567 participants
Federal Express Corporation's Fedex Corporation Retirement Savings Plan for Puerto Rico reported $51M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,818 in Transportation & Warehousing (3,362 peers)
Where Fedex Corporation Retirement Savings Plan for Puerto Rico sits by assets
Fedex Corporation Retirement Savings Plan for Puerto Rico sits in the top quartile of all filed plans by assets, $51M for 567 participants (~$90,563/participant), up 12.4% in 2023.
- #2,818
- in Transportation & Warehousing (3,362 peers)
- +12.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Fedex Corporation Retirement Savings Plan for Puerto Rico's outsized position by total assets
Fedex Corporation Retirement Savings Plan for Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,349,254 Top 14% higher than 86% 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
Fedex Corporation Retirement Savings Plan for Puerto Rico 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. Fedex Corporation Retirement Savings Plan for Puerto Rico sits mid-pack in the medium band (567 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fedex Corporation Retirement Savings Plan for Puerto Rico reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Fedex Corporation Retirement Savings Plan for Puerto Rico end-of-year assets rose from $46M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Fedex Corporation Retirement Savings Plan for Puerto Rico reported participants rose from 560 in the plan year 2022 filing to 567 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 710427007 · Federal Express Corporation PY 2023 · 401(k)
Fedex Corporation Retirement Savings Plan for Puerto Rico · $51M · 567 · 86th
- EBSA $51M
- EBSA 567
- EBSA 86th
- EBSA 401(k)
- EBSA near Maui Medical Group, Inc. 401(k) Retirement Savings Plan
- EBSA ind #2818
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 →
Fedex Corporation Retirement Savings Plan for Puerto Rico in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $6M |
| Employer EIN | 710427007 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Federal Express Corporation)
Sponsor-wide plan assets over time
All Federal Express Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.4B 30.999868015982596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 5,868 | $4.1B |
| 2023 | 3 | 6,297 | $4.8B |
| 2024 | 3 | 6,360 | $5.4B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Fedex Corporation Retirement Savings Plan for Puerto Rico's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Maui Medical Group, Inc. 401(k) Retirement Savings Plan in HI ($51M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (567 participants); asset peers above are excluded.
- Van Eerden Savings and Retirement Plan (MI) 567 · 0 off
- Fortec Medical, Inc. 401(k) Profit Sharing (OH) 567 · 0 off
- Lane & Associates, Inc. 401(k) Plan (NC) 567 · 0 off
- Jas. D. Easton 401(k) / Profit Sharing Plan (UT) 567 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.