Soo Line Railroad 401(k) and pension plans

Soo Line Railroad Company, Minneapolis, MN. EIN 41-6009079. Annual reports 2009–2025. Also filed as Soo Line.

Soo Line Railroad Company has 2 active retirement plans on file. The largest is the CPKC 401(k) Savings Plan, with 5,584 participants and $537 million in assets in 2025. Principal has been its recordkeeper since 2020.

Active plans: 2
Participants: 6,958
Plan assets: $658 million
401(k) recordkeeper: Principal
Plans on file: 6
Industry: Transportation and warehousing

All 6 plans

Active plans first

CPKC 401(k) Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 41-6009079
Participants (2025): 5,584
Net assets (2025): $537 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: Soo Line Railroad Company
120 South 6TH Street, Suite 800
Minneapolis, MN 55402
(888) 511-7557As filed for 2025
In effect since: January 1, 1979

Plans merged into this one: Soo Line 401(k) Plan for Union Employees (2014); Soo Savings Plan for Tcu Employees (2014); Canadian Pacific U.S. Salaried Retirement Income Plan (2024); Kansas City Southern 401(k) and Profit Sharing Plan (2025); D M & E Employee Savings Plan (2013).

Earlier plan names: Canadian Pacific Railway Savings Plan for U.S. MGMT. Employees; Canadian Pacific Railway Savings Plan for U.S. MGMT Employees; CP 401(k) Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,584	$537 million	Principal
2024	3,784	$299 million	Principal
2023	3,789	$240 million	Principal
2022	3,816	$203 million	Principal
2021	3,577	$244 million	Principal
2020	3,672	$217 million	Principal
2019	3,847	$187 million	Wells Fargo
2018	3,937	$153 million	Wells Fargo
2017	3,744	$162 million	Wells Fargo
2016	3,841	$140 million	Wells Fargo
2015	4,358	$135 million	Wells Fargo
2014	4,392	$147 million	Wells Fargo
2013	911	$77.1 million	Wells Fargo
2012	827	$60.5 million	Wells Fargo
2011	824	$58.2 million	Wells Fargo
2010	746	$63.3 million	Wells Fargo
2009	718	$59.0 million	Wells Fargo

Canadian Pacific Pension Plan for U.S. Management Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 41-6009079
Participants (2024): 1,374
Net assets (2024): $121 million
Plan administrator: Soo Line Railroad Company
120 S 6TH ST Ste 800
Minneapolis, MN 55402
(888) 511-7557As filed for 2024
In effect since: January 1, 1956

Earlier plan names: Canadian Pacific Railway Pension Plan for U.S. MGMT. Employees; Canadian Pacific Railway Pension Plan for U.S. MGMT Employees; Canadian Pacific Pension Plan for U.S. MGMT Employees; Canadian Pacific Pension Plan for U.S. Management Enployees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,374	$121 million	not listed
2023	1,422	$127 million	not listed
2022	1,463	$124 million	not listed
2021	1,519	$143 million	not listed
2020	1,565	$132 million	not listed
2019	1,621	$136 million	not listed
2018	1,665	$120 million	not listed
2017	1,717	$138 million	not listed
2016	1,758	$134 million	not listed
2015	1,799	$132 million	not listed
2014	1,860	$146 million	not listed
2013	1,911	$147 million	not listed
2012	1,954	$126 million	not listed
2011	2,005	$107 million	not listed
2010	2,012	$109 million	not listed
2009	2,056	$98.9 million	not listed

Canadian Pacific U.S. Salaried Retirement Income Plan

Profit-sharing planMerged

Merged. In 2024 its assets moved to the CP 401(k) Savings Plan, sponsored by Soo Line Railroad Company (EIN 41-6009079, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 007Employer EIN 41-6009079
Participants (2023): 1,004
Net assets (2023): $18.8 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2013–2019)
Plan administrator: Soo Line Railroad Company
120 South 6TH Street, Suite 800
Minneapolis, MN 55402
(888) 511-7557As filed for 2024
In effect since: July 1, 2010

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Principal
2023	1,004	$18.8 million	Principal
2022	644	$15.4 million	Principal
2021	603	$17.5 million	Principal
2020	619	$15.0 million	not listed
2019	576	$11.7 million	Wells Fargo
2018	533	$8.6 million	Wells Fargo
2017	484	$7.9 million	Wells Fargo
2016	464	$6.2 million	Wells Fargo
2015	482	$4.8 million	Wells Fargo
2014	451	$3.7 million	Wells Fargo
2013	491	$2.6 million	Wells Fargo
2012	334	$1.7 million	not listed
2011	346	$914,292	not listed
2010	193	$219,815	not listed

Soo Line Pension Plan for Train Service Employees

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 41-6009079
Participants (2016): 1
Net assets (2016): $24,404
Plan administrator: Soo Line Railroad Company
120 S 6TH ST Ste 800
Minneapolis, MN 55402
(612) 851-5766As filed for 2017
In effect since: January 16, 1995

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	1	$24,404	not listed
2015	2	$145,426	not listed
2014	5	$565,415	not listed
2013	15	$1.2 million	not listed
2012	23	$1.5 million	not listed
2011	30	$1.6 million	not listed
2010	32	$1.4 million	not listed
2009	35	$1.4 million	not listed

Soo Line 401(k) Plan for Union Employees

401(k)Merged

Merged. In 2014 its assets moved to the Canadian Pacific Railway Savings Plan for US MGMT Employees, sponsored by Soo Line Railroad Company (EIN 41-6009079, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 41-6009079
Participants (2013): 3,101
Net assets (2013): $73.7 million
Recordkeeper: Wells Fargo2009–2014
Plan administrator: Soo Line Railroad Company
120 South 6TH Street, Suite 800
Minneapolis, MN 55402
(612) 904-6154As filed for 2014
In effect since: January 1, 1992

Plans merged into this one: D M & E (T&e) Employees Savings Plan (2013).

Year by year, 2009 to 2014

Plan year	Participants	Net assets	Recordkeeper
2014	0	$0	Wells Fargo
2013	3,101	$73.7 million	Wells Fargo
2012	3,051	$45.6 million	Wells Fargo
2011	2,956	$43.8 million	Wells Fargo
2010	2,429	$48.2 million	Wells Fargo
2009	2,480	$44.4 million	Wells Fargo

Soo Savings Plan for Tcu Employees

401(k)Merged

Merged. In 2014 its assets moved to the Canadian Pacific Railway Savings Plan for U.s.mgmt Employees, sponsored by Soo Line Railroad Company (EIN 41-6009079, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 41-6009079
Participants (2013): 194
Net assets (2013): $7.0 million
Recordkeeper: Wells Fargo2009–2014
Plan administrator: Soo Line
120 South 6TH Street Suite 800
Minneapolis, MN 55402
(612) 904-6154As filed for 2014
In effect since: October 1, 1985

Earlier sponsor: Soo Line Railroad Company (2009).