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Original filing (PDF)20251013140817NAL0000691075002
KIRBY CORPORATION
Form 5500
FILING_RECEIVED
KIRBY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
981
Accounts w/ balance
—
Plan assets (EOY)
$372.7M
Net assets (EOY)
$372.7M
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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 108% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRBY CORPORATION.
Plan sponsor
Name
KIRBY CORPORATION
EIN
74-1884980
Address
55 WAUGH DRIVE, SUITE 1000 · HOUSTON, TX · 770079020
Phone
(713) 435-1000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
76-0123298
City
HOUSTON, TX
Phone
(713) 435-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC ADVISORS, N.A. | 22-1146430 | — | NONE | $324K | — |
| WILLIS TOWERS WATSON | 53-0181291 | HOUSTON, TX | NONE | $304K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $109K | — |
| WEAVER & TIDWELL, LLP | 75-0786316 | — | NONE | $22K | — |
| FULBRIGHT AND JAWORSKI | 74-1201087 | — | NONE | $11K | — |
| ABSOLUTE COLOR MAILPLEX | 83-3045108 | — | NONE | $5K | — |
Investments
1 pooled fund· $372.7M(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 |
|---|---|---|---|
| KIRBY CORPORATION MASTER TRUST KIRBY CORPORATION · EIN 74-1884980 / PN 006 | Master Trust | $372.7M | 100.0% |
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