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Employer · plans filed under one EIN

Stolt-Nielsen USA Inc.

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.

$261Mnet assets across plans
1,447participant records647 active
$7.2Memployer contributions, latest plan years$11,107 per active record
$568KSchedule C compensation to organisations$392.78 per participant record

Stolt-Nielsen USA Inc., based in Houston, Texas, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,447 participant records and $261M in net assets.

The largest is Stolt-Nielsen US Pension Plan, a defined benefit pension plan with 779 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 $7.2M and participant contributions $4.2M in the latest plan years; benefits paid were $19.6M. Schedule C compensation reported to service provider organisations totalled $568K.

Combined net assets moved from $131M in 2009 to $261M in 2024 (up 99%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Stolt-Nielsen US Pension Plandefined benefit pension plan2024779$117M$150,772—$408K
Stolt-Nielsen US 401(k) Savings Plan401(k) plan2024668$143M$214,201$15,161$161K
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: $131M2010: $156M2011: $174M2012: $187M2013: $215M2014: $216M2015: $217M2016: $209M2017: $228M2018: $231M2019: $252M2020: $275M2021: $258M2022: $226M2023: $240M2024: $261M$131M$275M$261M20092012201620202024
Combined net assets
2009: 1,7392010: 1,7502011: 1,8222012: 1,8292013: 1,8892014: 1,9412015: 1,9502016: 1,5842017: 1,5792018: 1,6282019: 1,5342020: 1,5162021: 1,5062022: 1,4762023: 1,4512024: 1,4471,7391,9501,44720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,447$261M$7.2M$4.2M
202321,451$240M$6.6M$3.8M
202221,476$226M$6.3M$3.5M
202121,506$258M$5.8M$3.4M
202021,516$275M$5.7M$3.1M
201921,534$252M$6.0M$3.1M
201821,628$231M$6.1M$3.0M
201721,579$228M$6.3M$2.9M
201621,584$209M$6.0M$2.7M
201521,950$217M$6.6M$3.1M
201421,941$216M$1.3M$2.7M
201321,889$215M$1.6M$2.5M
201221,829$187M$2.3M$2.5M
201121,822$174M$14.7M$2.4M
201021,750$156M$4.9M$2.2M
200921,739$131M$10.3M$2.2M

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
Mercer Investment ConsultingInvestment management1$243,949
Mercer US LLCActuarial1$122,925
Strategic Advisors, Inc.Investment advisory (plan)1$89,536
U.S. Bank National AssociationTrustee (bank, trust company, or similar financial institution)1$40,808
Creative Planning, LLCInvestment advisory (plan)1$29,400
McConnell & Jones LLPAccounting (including auditing)1$25,490
Mercer Investments LLCConsulting (general)1$16,250
Fidelity Investments InstitutionalParticipant loan processing1$0

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

Mercer Investment Consulting$244K
Mercer US LLC$123K
Strategic Advisors, Inc.$90K
U.S. Bank National Association$41K
Creative Planning, LLC$29K
McConnell & Jones LLP$25K
Mercer Investments LLC$16K
Fidelity Investments Institutional$0

Questions and answers

How many retirement plans does Stolt-Nielsen USA Inc. have?

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

How much does Stolt-Nielsen USA Inc. contribute to its plans?

$7,186,527 in employer contributions across these plans in their latest plan years, about $11,107 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 Mercer Investment Consulting, Mercer US LLC, Strategic Advisors, Inc. and U.S. Bank National Association 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.