Defined Benefit (Pension) · DOL Form 5500 · 2024

Exel Global Logistics, Inc. Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
101
Participants Small participant base
79th
Percentile by assets National rank
$332,090
Avg per participant High balance/head
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Official DOL plan name: Exel Global Logistics Retirement Plan · Sponsored by Exel Global Logistics, Inc. · Florida · Transportation & Warehousing

$34M in assets, 101 participants

Exel Global Logistics, Inc.'s Exel Global Logistics Retirement Plan reported $34M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,574 in Transportation & Warehousing (3,299 peers)

Coverage in Florida

Exel Global Logistics Retirement Plan covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $34M.

#2,574
in Transportation & Warehousing (3,299 peers)
-2.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $758K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exel Global Logistics Retirement Plan's outsized position by total assets

Exel Global Logistics Retirement Plan vs every filed plan by assets

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

$33,541,061 Top 21% higher than 79% 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

Exel Global Logistics Retirement 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. Exel Global Logistics Retirement Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exel Global Logistics Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$758K in the plan year 2024 filing.
  • Exel Global Logistics Retirement Plan reported participants fell from 120 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Exel Global Logistics Retirement Plan end-of-year assets fell from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132622043 · Exel Global Logistics, Inc. PY 2024 · Defined Benefit (Pension)

Exel Global Logistics Retirement Plan · $34M · 101 · 79th

  • RANK $34M
  • PHOTO 101
  • IND 79th
  • EOY Defined Benefit (Pension)
  • 5500 near Makena Capital Management LLC Retirement Plan
  • ASSETS ind #2574

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 →

Exel Global Logistics Retirement Plan in the asset neighbourhood

Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan for Saint Pe…$34MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$34MNational Cement Company Salaried Employees Retirement PlanNational Cement Company Sala…$34MExel Global Logistics Retirement PlanExel Global Logistics Retire…$34MMakena Capital Management LLC Retirement PlanMakena Capital Management LL…$34M
End-of-year total assets ($M) among Exel Global Logistics Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$34M
Net Income-$758K
Employer EIN132622043
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exel Global Logistics, Inc.)

Sponsor-wide plan assets over time

All Exel Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 2.8056282615195594% vs 2022
2024 filing year
$32M$33M$34M$35M 202220232024 $32.6M $33.5M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 129 $33M
2023 1 120 $34M
2024 1 101 $34M

Nearby Defined Benefit (Pension) Plans in Florida

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

Exel Global Logistics Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Exel Global Logistics Retirement Plan, Total assets ($B): 0.033541061 · Participants: 101Exel Global Logistics Retirement 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
Exel Global Logistics Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Exel Global Logistics Retirement Plan side-by-side with 3 peers →

Exel Global Logistics Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Makena Capital Management LLC Retirement Plan in CA ($34M); by covered participants it is Office & Professional Employees Iu Pension Plan in NY (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Exel Global Logistics Retirement Plan assets move in 2024? ▼
Exel Global Logistics Retirement Plan edged down modestly - down 2.2% during 2024, from $34M to $34M. Reported net income was -$758K.
How have Exel Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exel Global Logistics, Inc.'s sponsor-wide assets grew 2.8%, from $33M to $34M.
Where does Exel Global Logistics Retirement Plan rank by assets among Form 5500 filers? ▼
Exel Global Logistics Retirement Plan ranks in the 79th 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 Exel Global Logistics Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Makena Capital Management LLC Retirement Plan in CA ($34M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exel Global Logistics Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Office & Professional Employees Iu Pension Plan in NY (101 participants, $77M 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 132622043.

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.