Defined Benefit (Pension) · DOL Form 5500 · 2024

Csx Transportation, Inc. Pension Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
21
Participants Small participant base
90th
Percentile by assets National rank
$4.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Merged Utu and Greenbrier Pension Plan · Sponsored by Csx Transportation, Inc. · Florida · Transportation & Warehousing

$95M in assets, 21 participants

Csx Transportation, Inc.'s Merged Utu and Greenbrier Pension Plan reported $95M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,898 in Transportation & Warehousing (3,299 peers)

Where Merged Utu and Greenbrier Pension Plan sits by assets

Merged Utu and Greenbrier Pension Plan sits in the top 10% of all filed plans by assets, $95M for 21 participants (~$4.5M/participant), down 1.8% in 2024.

#2,898
in Transportation & Warehousing (3,299 peers)
-1.8%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Merged Utu and Greenbrier Pension Plan's outsized position by total assets

Merged Utu and Greenbrier Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$95,116,852 Top 10% higher than 90% of 123,620 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 2024

Merged Utu and Greenbrier Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merged Utu and Greenbrier Pension Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merged Utu and Greenbrier Pension Plan reported net income fell from $7M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Merged Utu and Greenbrier Pension Plan reported participants fell from 33 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Merged Utu and Greenbrier Pension Plan end-of-year assets fell from $97M in the plan year 2023 filing to $95M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 546000720 · Csx Transportation, Inc. PY 2024 · Defined Benefit (Pension)

Merged Utu and Greenbrier Pension Plan · $95M · 21 · 90th

  • NET $95M
  • NET 21
  • NET 90th
  • NET Defined Benefit (Pension)
  • NET near Mountaineer Gas Company Employees' Defined Benefit Pension Plan
  • NET ind #2898

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 →

Merged Utu and Greenbrier Pension Plan in the asset neighbourhood

Roseburg Forest Products Co Retirement PlanRoseburg Forest Products Co …$95MMerged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$95MMountaineer Gas Company Employees' Defined Benefit Pension PlanMountaineer Gas Company Empl…$95MPlumbers & Steamfitters Local 166 AFL-CIO Pension PlanPlumbers & Steamfitters Loca…$95MHouston Hospitals, Inc. Retirement PlanHouston Hospitals, Inc. Reti…$95M
End-of-year total assets ($M) among Merged Utu and Greenbrier Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$95M
Net Income-$2M
Employer EIN546000720
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csx Transportation, Inc.)

Sponsor-wide plan assets over time

All Csx Transportation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 6.334028686096299% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $89.5M $95.1M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 39 $89M
2023 1 33 $97M
2024 1 21 $95M

Nearby Defined Benefit (Pension) Plans in Florida

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

Merged Utu and Greenbrier Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Merged Utu and Greenbrier Pension Plan, Total assets ($B): 0.095116852 · Participants: 21Merged Utu and Greenbrier Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Merged Utu and Greenbrier Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Merged Utu and Greenbrier Pension Plan side-by-side with 3 peers →

Merged Utu and Greenbrier Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mountaineer Gas Company Employees' Defined Benefit Pension Plan in WV ($95M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Merged Utu and Greenbrier Pension Plan assets move in 2024? ▼
Merged Utu and Greenbrier Pension Plan edged down modestly - down 1.8% during 2024, from $97M to $95M. Reported net income was -$2M.
How have Csx Transportation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csx Transportation, Inc.'s sponsor-wide assets grew 6.3%, from $89M to $95M.
Where does Merged Utu and Greenbrier Pension Plan rank by assets among Form 5500 filers? ▼
Merged Utu and Greenbrier Pension Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Merged Utu and Greenbrier Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mountaineer Gas Company Employees' Defined Benefit Pension Plan in WV ($95M, 444 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Merged Utu and Greenbrier Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 546000720.

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.