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Employer · plans filed under one EIN

Magellan Transport Logistics, Inc.

Jacksonville, FL · 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.

$17.2Mnet assets across plans
356participant records296 active
$2.2Memployer contributions, latest plan years$7,307 per active record
$111KSchedule C compensation to organisations$311.42 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Magellan Transport Logistics, Inc.'s employer identification number (Jacksonville, Florida). Their latest filings total 356 participant records and $17.2M in net assets.

The largest is Magellan Transport Logistics 401(k) Plan, a 401(k) plan with 201 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 $2.2M and participant contributions $652K in the latest plan years; benefits paid were $366K. Schedule C compensation reported to service provider organisations totalled $111K.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Magellan Transport Logistics 401(k) Plan401(k) plan2024201$12.5M$62,324$7,655$91K
Magellan Transport Logistics Cash Balance Pension Plancash balance pension plan2024155$4.7M$30,298$6,870$20K
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

2022: $6.9M2024: $17.2M$6.9M$17.2M20222024
Combined net assets
2022: 1602024: 35616035620222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242356$17.2M$2.2M$652K
20221160$6.9M$1.2M$530K

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 Lynch Pierce Fenner & SmithConsulting (pension); Investment advisory (plan)2$52,919
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$50,292
Retirement Solutions Specialists LLContract Administrator; Other services1$7,655

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

Merrill Lynch Pierce Fenner & Smith$53K
Principal Life Insurance Company$50K
Retirement Solutions Specialists LL$7,655

Questions and answers

How many retirement plans does Magellan Transport Logistics, Inc. have?

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

How much does Magellan Transport Logistics, Inc. contribute to its plans?

$2,162,994 in employer contributions across these plans in their latest plan years, about $7,307 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 Pierce Fenner & Smith, Principal Life Insurance Company and Retirement Solutions Specialists LL. 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.