Defined Benefit (Pension) · DOL Form 5500 · 2024

Jax Transit Management Corp. Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
345
Participants Below avg headcount
88th
Percentile by assets National rank
$219,127
Avg per participant Above avg balance/head
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Official DOL plan name: Amalgamated Pension-Disability Plan · Sponsored by Jax Transit Management Corp. · Florida · Transportation & Warehousing

$76M in assets, 345 participants

Jax Transit Management Corp.'s Amalgamated Pension-Disability Plan reported $76M in total assets and 345 participants in its 2024 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.

  • #2,843 in Transportation & Warehousing (3,299 peers)

Where Amalgamated Pension-Disability Plan sits by assets

Amalgamated Pension-Disability Plan sits in the top quartile of all filed plans by assets, $76M for 345 participants (~$219,127/participant), up 19.6% in 2024.

#2,843
in Transportation & Warehousing (3,299 peers)
+19.6%
assets growth YoY
0.8×
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 2024 · DOL Form 5500

$75,598,818 Top 12% higher than 88% 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

Amalgamated Pension-Disability Plan among mid-size filed plans by headcount

Plan-year 2024 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 (345 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Pension-Disability Plan end-of-year assets rose from $63M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Amalgamated Pension-Disability Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Amalgamated Pension-Disability Plan reported participants rose from 335 in the plan year 2023 filing to 345 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593041602 · Jax Transit Management Corp. PY 2024 · Defined Benefit (Pension)

Amalgamated Pension-Disability Plan · $76M · 345 · 88th

  • TYPE $76M
  • TYPE 345
  • TYPE 88th
  • TYPE Defined Benefit (Pension)
  • TYPE near Sheet Metal Workers Local No. 177 Pension Fund
  • TYPE ind #2843

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

Retirement Programs of Nl Industries, Inc.Retirement Programs of Nl In…$76MSheet Metal Workers Local No. 177 Pension FundSheet Metal Workers Local No…$76MAmalgamated Pension-Disability PlanAmalgamated Pension-Disabili…$76MLakeview Memorial Hospital Association, Inc. Employees' Pension PlanLakeview Memorial Hospital A…$76MNuclear Fuel Services, Inc. Retirement Plan for Salaried EmployeesNuclear Fuel Services, Inc. …$75M
End-of-year total assets ($M) among Amalgamated Pension-Disability 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)$63M
Net Assets (End of Year)$72M
Net Income$9M
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. -500005000100001500020000 -202468 Total assets ($B) Participants Amalgamated Pension-Disability Plan, Total assets ($B): 0.075598818 · Participants: 345Amalgamated Pension-Disability 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
Amalgamated Pension-Disability Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

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 Sheet Metal Workers Local No. 177 Pension Fund in TN ($76M); by covered participants it is American College of Surgeons Staff Members' Retirement Plan in IL (345 participants). Same-state nearby plans are listed separately above.

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 Amalgamated Pension-Disability Plan assets move in 2024?
Amalgamated Pension-Disability Plan grew sharply - up 19.6% during 2024, from $63M to $76M. Reported net income was $9M.
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 123,622 plans that reported assets for plan year 2024 (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 Sheet Metal Workers Local No. 177 Pension Fund in TN ($76M, 646 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 American College of Surgeons Staff Members' Retirement Plan in IL (345 participants, $86M in assets).