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Original filing (PDF)20251013140313NAL0000689059003
KIRBY CORPORATION
Form 5500
FILING_RECEIVED
KIRBY 401K PLAN
401(k) retirement plan
Active participants
5,146
Accounts w/ balance
6,402
Plan assets (EOY)
$850.1M
Net assets (EOY)
$850.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
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
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2J · 401(k) feature
2S · Automatic enrollment
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)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | NEW YORK, NY | RECORDKEEPER | $449K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMG OPS- FEE GROUP | 22-1146430 | CLEVELAND, OH | CONSULTANT | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | 75-0786316 | FORTH WORTH, TX | ACCOUNTANT | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTON ROSE FULBRIGHT US LLP | 74-1201087 | DALLAS, TX | OTHER | $6K | — |
Investments
11 direct securities · 18 pooled funds· $1.0B(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.
Common Collective Trust
$518.6M
18 holdings
Uncategorized
$488.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Northern Trust Northern Trust S&P 500 Tier 3 | — | — | — | $157.3M | 18.5% | |
| NT COLLECTIVE S&P 500 INDEX FUND T3 NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $157.3M | 18.5% | |
| INVESCO STABLE VALUE RETIREMENT FD INVESCO NATIONAL TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $96.8M | 11.4% | |
| Prudential Jennison Prudential Jennison Large Cap Growth Fund | — | — | — | $93.2M | 11.0% | |
| Harbor International Fund | — | — | — | $58.5M | 6.9% | |
| NT COLLECTIVE AGGR BOND INDEX FD-NL NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $56.6M | 6.7% | |
| Kirby Corporation Common stock | — | — | — | $53.0M | 6.2% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $51.8M | 6.1% | |
| BLACKROCK RUSSELL 2000 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-4352674 / PN 001 | Common Collective Trust | — | — | $42.4M | 5.0% | |
| NT COLLECTIVE ACWI EX US FUND TR 3 NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 117 | Common Collective Trust | — | — | $35.2M | 4.1% | |
| dates from January 3, 2025 to March 15, 2039 | — | — | — | $27.5M | 3.2% | |
| American Beacon American Beacon Small Cap R6 | — | — | — | $27.5M | 3.2% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $21.1M | 2.5% | |
| American Funds American Bond Fund of America Class R-6 | — | — | — | $19.4M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2030A TRST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.9M | 2.1% | |
| Northern Trust Active Multi-Manager Emerging Markets Equity Fund | — | — | — | $15.7M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020A TRST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.8% | |
| T. ROWE PRICE RETIREMENT 2040A TRST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.8M | 1.7% | |
| Principal Investors Principal Investors Global Real Estate Securities Fund (Class I Shares) | — | — | — | $10.9M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2035A TRST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2025A TRST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.8M | 0.9% | |
| BlackRock Global Allocation Fund | — | — | — | $4.6M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2045A TRST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2050A TRST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2055A TRST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015A TRST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010A TRST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060A TRST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $313K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065A TRST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $241K | <0.1% |