Thoroughbred Retirement Investment Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies — Form 5500 plan (Norfolk Southern Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thoroughbred Retirement Investment Plan Of Norfolk Southern Corporation And Participating Subsidiary Companies is a benefit plan reported by Norfolk Southern Corporation under EIN 52-1188014 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,491 participants and $960,427,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norfolk Southern Corporation
EIN
52-1188014
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
14,491
End-of-year plan assets
$960,427,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,491H, C20240628114008NAL0000360659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$960,427,792
Total liabilities (EOY)
$0
Net assets (EOY)
$960,427,792
Net assets (BOY)
$877,030,837

Income & contributions

Employer contributions
$3,255,363
Participant contributions
$47,725,649
Total contributions
$51,672,770
Total income / additions
$154,025,560

Expenses & distributions

Benefits paid
$68,053,005
Administrative expenses
$1,041,137
Total expenses
$69,395,024
Net increase / (decrease)
$84,630,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$664,267not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$333,968not reported in the loaded dataset2023
Qdro ConsultantsNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages