Retirement 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, Retirement 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 001. The latest loaded filing year is 2023. The filing reports 14,228 participants and $2,494,789,933 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
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 14,228
- End-of-year plan assets
- $2,494,789,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,228 | H, C | 20240923163644NAL0020900704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,494,789,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,494,789,933
- Net assets (BOY)
- $2,243,846,234
Income & contributions
- Total contributions
- $0
- Total income / additions
- $395,213,379
Expenses & distributions
- Benefits paid
- $132,586,424
- Administrative expenses
- $11,683,256
- Total expenses
- $144,269,680
- Net increase / (decrease)
- $250,943,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silchester International Investor | NONE | $1,400,309 | $0 | 2023 |
| Primecap Management Company | NONE | $1,380,951 | $0 | 2023 |
| Conestoga Capital Advisors | NONE | $1,080,490 | $0 | 2023 |
| Cooke & Bieler Inc. | NONE | $950,594 | $0 | 2023 |
| Invesco Capital Management | NONE | $880,736 | $0 | 2023 |
| Aon Consulting | NONE | $805,369 | not reported in the loaded dataset | 2023 |
| Diamond Hill Capital Management Inc | NONE | $771,921 | $0 | 2023 |
| John W. Bristol & Co., Inc. | NONE | $716,198 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $584,196 | not reported in the loaded dataset | 2023 |
| Capital Guardian Trust Company | NONE | $432,179 | $0 | 2023 |
| Northern Trust Company | NONE | $429,290 | $0 | 2023 |
| Lcg Associates, Inc. | NONE | $250,000 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $133,516 | not reported in the loaded dataset | 2023 |
| Towers Watson Pennsylvania, Inc., | NONE | $89,605 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $15,727 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norfolk Southern Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Silchester International Investor — Schedule C compensation
- Primecap Management Company — Schedule C compensation
- Conestoga Capital Advisors — Schedule C compensation
- Cooke & Bieler Inc. — Schedule C compensation
- Invesco Capital Management — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Diamond Hill Capital Management Inc — Schedule C compensation
- John W. Bristol & Co., Inc. — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Capital Guardian Trust Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Lcg Associates, Inc. — Schedule C compensation
- Blackrock — Schedule C compensation
- Towers Watson Pennsylvania, Inc., — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation