Georgia › Transportation and warehousing › 500 to 999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Americold National Service Related Pension Plan
Sponsored by Americold Logistics, LLC, Atlanta, GA
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Americold National Service Related Pension Plan covered 685 participants and held $24.4M in net assets. The plan is a defined benefit pension plan sponsored by Americold Logistics, LLC of Atlanta, Georgia.
Net assets came to $35,620 per participant, well below the $86,583 median for defined benefit plans with 500 to 999 participants and well below the $94,853 median for defined benefit plans in transportation and warehousing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $188K: $274 per participant, well below the same-size median of $377. Administrative expenses charged to the plan were −$93K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $12.7M in 2009 to $24.4M in 2024 (up 92%), and participants from 939 to 685 (down 27%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $35,620 | $86,583 | $94,853 | $86,221 |
| Employer contributions per active participant | — | $10,758 | $12,821 | $10,244 |
| Schedule C compensation per participant | $274 | $377 | $425 | $344 |
| Schedule C compensation, share of net assets | 0.77% | 0.48% | 0.43% | 0.42% |
| Administrative expenses per participant | — | $591 | $650 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 500 to 999 participants (873 plans), transportation and warehousing (227) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 685 | $24.4M | $35,620 | — | — | $188K |
| 2023 | 823 | $27.4M | $33,252 | — | — | $81K |
| 2022 | 831 | $27.0M | $32,491 | — | — | $40K |
| 2021 | 842 | $34.6M | $41,096 | — | — | $26K |
| 2020 | 860 | $32.6M | $37,867 | $758K | $0 | $33K |
| 2019 | 887 | $28.8M | $32,522 | $1.4M | $0 | $26K |
| 2018 | 894 | $23.9M | $26,695 | $1.0M | $0 | $26K |
| 2017 | 903 | $25.2M | $27,934 | $1.4M | $0 | $31K |
| 2016 | 905 | $21.4M | $23,666 | $1.0M | $0 | $28K |
| 2015 | 939 | $20.3M | $21,567 | $962K | $0 | $27K |
| 2014 | 982 | $20.6M | $21,007 | $1.1M | $0 | $27K |
| 2013 | 976 | $19.7M | $20,210 | $1.0M | $0 | $0 |
| 2012 | 987 | $17.1M | $17,303 | $855K | $0 | $35K |
| 2011 | 948 | $14.9M | $15,757 | $1.3M | $0 | $0 |
| 2010 | 932 | $14.5M | $15,560 | $990K | $0 | $67K |
| 2009 | 939 | $12.7M | $13,561 | $704K | $0 | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$27,365,978
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$380,763
- Benefits paid$3,440,241
- Administrative expenses−$93,398
- Total expenses$3,346,843
- Net income−$2,966,080
- Net transfers$0
- Net assets, end of year$24,399,898
Participants
- Active participants39
- Retired or separated, receiving benefits350
- Retired or separated, entitled to future benefits248
- Participants with account balances0
- Total participants, end of year685
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Principal Life Insurance Company | Contract Administrator | $174,829 | $0 |
| NFP Retirement | Investment management | $0 | $12,750 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Contract administrator fees$174,829
- Total administrative expenses−$93,398
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$22.1M · 90.4%
- Pooled separate accounts$2.3M · 9.6%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmFrazier & Deeter, LLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1BBenefits are primarily flat dollar (includes dollars per year of service)3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 493100: Warehousing & Storage (except lessors of miniwarehouses & self-storage units).
Other plans of Americold Logistics, LLC
| Plan | Participants | Net assets |
|---|---|---|
| Americold Logistics Employee Savings and Investment Plan | 10,502 | $320M |
Similar plans in Georgia
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Georgia Stevedore Association International Longshoremen's Association Pension Plan | Georgia Stevedore Assoc. Int'l Longshoremen's Assoc. | 4,116 | $831M | $201,910 |
| Colonial Pipeline Company Retirement Plan | Colonial Pipeline Company | 443 | $78.8M | $177,836 |
| Northwest Airlines Pension Plan for Salaried Employees | Delta Air Lines, Inc. | 4,175 | $219M | $52,542 |
| Northwest Airlines Pension Plan for Pilot Employees | Delta Air Lines, Inc. | 7,452 | $4.51B | $604,572 |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | 9,288 | $2.00B | $215,116 |
| Local 804 I.B.T. and Local 447 I.A.M. - UPS Multi-Employer Retirement Plan | BD of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan | 12,427 | $2.34B | $188,179 |
Defined benefit plans in transportation and warehousing closest in size.
Questions and answers
How big is Americold National Service Related Pension Plan?
685 participants at the end of the plan year ending 31 Dec 2024, of whom 39 were active employees, with net assets of $24,399,898. Among defined benefit plans that places it in the 500 to 999 participants band, which held 873 plans in plan year 2024.
What does Americold Logistics, LLC contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $187,579 in compensation to service provider organisations, $274 per participant or 0.77% of net assets. The same-size median among plans reporting any Schedule C compensation was $377 per participant. Administrative expenses on Schedule H were −$93,398. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Americold Logistics, LLC. Recordkeeping or administration: Principal Life Insurance Company. Investment advisory or management: NFP Retirement. The financial statements were audited by Frazier & Deeter, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 11 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 22-3631006, plan 006, received 11 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.