Back to filter
Original filing (PDF)20250930103036NAL0016357763001
CSX CORPORATION
Form 5500
FILING_RECEIVED
CSX PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
2,214
Accounts w/ balance
—
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSX CORPORATION.
Plan sponsor
Name
CSX CORPORATION
EIN
62-1051971
Address
500 WATER STREET, J400 · JACKSONVILLE, FL · 32202
Phone
(800) 633-4045
Industry
Transportation & Warehousingsee all
Plan administrator
Name
CSX BENEFITS DEPARTMENT
EIN
62-1051971
City
JACKSONVILLE, FL
Phone
(800) 633-4045
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $2.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CSX CORPORATION MASTER TRUST CSX CORPORATION · EIN 36-6859460 / PN 001 | Master Trust | $2.3B | 100.0% |
Related plans
Similar-size Transportation & Warehousing plans
BOARD OF TRUSTEES SEAFARERS PENSION PLAN
SEAFARERS PENSION PLAN
$2.1B · 7,295 participants
MANAGEMENT-ILA MANAGED HEALTH
MILA NATIONAL HEALTH PLAN
$1.7B · 23,890 participants
PACIFIC MARITIME ASSOCIATION
ILWU-PMA SAVINGS (401(K)) PLAN
$3.1B · 17,127 participants
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLAN
NYSA-ILA PENSION TRUST FUND & PLAN
$1.4B · 4,332 participants
MAERSK AGENCY USA, INC.
MAERSK SAVINGS PLAN
$1.0B · 10,682 participants
THE CHEMOURS COMPANY
CHEMOURS COMPANY RETIREMENT SAVINGS PLAN
$964.8M · 4,026 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants