Csx Corporation 401(K) Plan — Form 5500 plan (Csx 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, Csx Corporation 401(K) Plan is a benefit plan reported by Csx Corporation under EIN 62-1051971 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,759 participants and $1,474,571,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csx Corporation
- EIN
- 62-1051971
- Plan number
- 003
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 5,759
- End-of-year plan assets
- $1,474,571,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,759 | H, C | 20241003100844NAL0010379409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,474,571,194
- Total liabilities (EOY)
- $220,265
- Net assets (EOY)
- $1,474,350,929
- Net assets (BOY)
- $1,333,827,120
Income & contributions
- Employer contributions
- $14,898,810
- Participant contributions
- $31,329,521
- Total contributions
- $48,498,016
- Total income / additions
- $251,517,995
Expenses & distributions
- Benefits paid
- $108,917,059
- Administrative expenses
- $602,033
- Total expenses
- $109,699,535
- Net increase / (decrease)
- $141,818,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $529,743 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $0 | $281,817 | 2023 |
| Empower Annuity Insurance Company O | NONE | $253,621 | $0 | 2023 |
| Northern Trust Company | NONE | $245,120 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $0 | $229,210 | 2023 |
| Wellington Management Co. Llp | NONE | $0 | $179,231 | 2023 |
| Morgan Stanley Investment Managemen | NONE | $0 | $153,082 | 2023 |
| Holland & Knight | NONE | $0 | $87,880 | 2023 |
| Ernst & Young Us Llp | NONE | $58,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csx Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Advisory Group, LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Wellington Management Co. Llp — Schedule C compensation
- Morgan Stanley Investment Managemen — Schedule C compensation
- Holland & Knight — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation