Defined Benefit (Pension) · DOL Form 5500 · 2023

Jax Transit Management Corp. Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
335
Participants Below avg headcount
88th
Percentile by assets National rank
$188,667
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amalgamated Pension-Disability Plan · Sponsored by Jax Transit Management Corp. · Florida · Transportation & Warehousing

$63M in assets, 335 participants

Jax Transit Management Corp.'s Amalgamated Pension-Disability Plan reported $63M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,873 in Transportation & Warehousing (3,362 peers)

Where Amalgamated Pension-Disability Plan sits by assets

Amalgamated Pension-Disability Plan sits in the top quartile of all filed plans by assets, $63M for 335 participants (~$188,667/participant), up 12.9% in 2023.

#2,873
in Transportation & Warehousing (3,362 peers)
+12.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Amalgamated Pension-Disability Plan's outsized position by total assets

Amalgamated Pension-Disability Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$63,203,349 Top 12% higher than 88% 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

Amalgamated Pension-Disability 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. Amalgamated Pension-Disability Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Pension-Disability Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Amalgamated Pension-Disability Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Amalgamated Pension-Disability Plan reported participants rose from 311 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593041602 · Jax Transit Management Corp. PY 2023 · Defined Benefit (Pension)

Amalgamated Pension-Disability Plan · $63M · 335 · 88th

  • 5500 $63M
  • ASSETS 335
  • PCT 88th
  • EIN Defined Benefit (Pension)
  • RANK near Elementis Global Career Reward Plan
  • PHOTO ind #2873

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 →

Amalgamated Pension-Disability Plan in the asset neighbourhood

Century Aluminum Sebree Hourly Pension PlanCentury Aluminum Sebree Hour…$63MWolf & Company, P.C. Defined Benefit Pension PlanWolf & Company, P.C. Defined…$63MPhiladelphia Corporation for Aging Pension PlanPhiladelphia Corporation for…$63MElementis Global Career Reward PlanElementis Global Career Rewa…$63MAmalgamated Pension-Disability PlanAmalgamated Pension-Disabili…$63M
End-of-year total assets ($M) among Amalgamated Pension-Disability Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$7M
Employer EIN593041602
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jax Transit Management Corp.)

Sponsor-wide plan assets over time

All Jax Transit Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 15.965384047276853% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.9M $77.6M ▲ +16.0%
Year Plans Participants Total Assets
2022 7 2,666 $67M
2023 2 653 $66M
2024 2 350 $78M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amalgamated Pension-Disability Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Amalgamated Pension-Disability Plan, Total assets ($B): 0.063203349 · Participants: 335Amalgamated Pension-Disability 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
Amalgamated Pension-Disability Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Amalgamated Pension-Disability Plan side-by-side with 3 peers →

Amalgamated Pension-Disability Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Elementis Global Career Reward Plan in NJ ($63M); by covered participants it is A&b Enhanced Partner Cash Balance Pension Plan in GA (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Amalgamated Pension-Disability Plan assets move in 2023? ▼
Amalgamated Pension-Disability Plan grew at a solid clip - up 12.9% during 2023, from $56M to $63M. Reported net income was $7M.
How have Jax Transit Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax Transit Management Corp.'s sponsor-wide assets grew 16.0%, from $67M to $78M.
Where does Amalgamated Pension-Disability Plan rank by assets among Form 5500 filers? ▼
Amalgamated Pension-Disability Plan ranks in the 88th 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 Amalgamated Pension-Disability Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Elementis Global Career Reward Plan in NJ ($63M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Pension-Disability Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is A&b Enhanced Partner Cash Balance Pension Plan in GA (335 participants, $126M 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 593041602.

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.