CSX Corporation 401(k) Plan

• Opportunity

  Low returns

  Annual investment return is in the bottom quintile of the peer cohort.

  Schedule H, line 2
• Informational

  High assets / participant

  Assets per participant exceed $250,000 - top-decile high-value plan.

  Schedule H, line 1l and line 6g

Industry

48 - Transportation and Warehousing

Plan type

Defined contribution

Participants

1,000-4,999

Cohort

253 peers

Snapshot

2025

• 2E
  Profit-sharing

  Profit-sharing plan.
• 2F
  ERISA section 404(c) plan

  This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
• 2G
  Total participant-directed account plan

  Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
• 2J
  Code section 401(k) feature

  Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
• 2K
  Code section 401(m) arrangement

  Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
• 2O
  ESOP other than a leveraged ESOP

  Employee stock ownership plan that is not leveraged.
• 2S
  Automatic enrollment

  Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
• 2T
  Default investment account

  Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
• 3H
  Controlled group member

  Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
• 3I
  Employer securities investment required

  Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.
• 3J
  U.S.-based Puerto Rico dual-qualified plan

  U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.