My Plan Facts

Employers › Texas

Employer · plans filed under one EIN

Kirby Corporation

Houston, TX · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.22Bnet assets across plans
8,957participant records6,127 active
$31.5Memployer contributions, latest plan years$5,140 per active record
$1.3MSchedule C compensation to organisations$146.31 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Kirby Corporation's employer identification number (Houston, Texas). Their latest filings total 8,957 participant records and $1.22B in net assets.

The largest is Kirby 401(k) Plan, a 401(k) plan with 6,601 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $31.5M and participant contributions $30.1M in the latest plan years; benefits paid were $111M. Schedule C compensation reported to service provider organisations totalled $1.3M.

Combined net assets moved from $255M in 2009 to $1.22B in 2024 (up 380%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kirby 401(k) Plan401(k) plan20246,601$850M$128,787$6,120$540K
Kirby Pension Plandefined benefit pension plan20242,356$373M$158,192—$770K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $255M2010: $301M2011: $423M2012: $497M2013: $644M2014: $632M2015: $613M2016: $653M2017: $846M2018: $506M2019: $929M2020: $1.01B2021: $1.10B2022: $1.00B2023: $1.12B2024: $1.22B$255M$1.22B20092012201620202024
Combined net assets
2009: 6,4832010: 6,1902011: 7,5542012: 8,1522013: 8,5402014: 8,1202015: 7,9962016: 7,8362017: 9,7092018: 6,6302019: 9,6682020: 9,5692021: 9,3152022: 9,3282023: 8,9562024: 8,9576,4839,7098,95720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202428,957$1.22B$31.5M$30.1M
202328,956$1.12B$27.6M$28.1M
202229,328$1.00B$20.7M$27.0M
202129,315$1.10B$22.0M$27.3M
202029,569$1.01B$21.5M$28.3M
201929,668$929M$20.9M$27.8M
201816,630$506M$18.0M$25.8M
201729,709$846M$12.7M$21.5M
201627,836$653M$13.6M$21.8M
201527,996$613M$23.3M$22.7M
201428,120$632M$12.7M$21.5M
201328,540$644M$12.5M$19.6M
201228,152$497M$37.1M$17.6M
201127,554$423M$32.2M$10.3M
201026,190$301M$16.6M$9.8M
200926,483$255M$5.0M$10.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Merrill LynchRecordkeeping and information management; Securities brokerage1$448,799
Amg Ops- Fee GroupConsulting (general); Investment management2$376,623
Willis Towers WatsonActuarial1$304,444
Northern Trust CompanyTrustee (bank, trust company, or similar financial institution)1$109,167
Weaver and Tidwell, LLPAccounting (including auditing)2$54,450
Norton Rose Fulbright US LLPLegal2$16,981

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Merrill Lynch$449K
Amg Ops- Fee Group$377K
Willis Towers Watson$304K
Northern Trust Company$109K
Weaver and Tidwell, LLP$54K
Norton Rose Fulbright US LLP$17K

Questions and answers

How many retirement plans does Kirby Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kirby 401(k) Plan and Kirby Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kirby Corporation contribute to its plans?

$31,491,168 in employer contributions across these plans in their latest plan years, about $5,140 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Merrill Lynch, Amg Ops- Fee Group, Willis Towers Watson and Northern Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.