401(k) Monitor

Canadian Pacific Kansas City Limited 401(k) match: vests immediately

CPKC 401(k) Savings Plan (formerly CP 401(k) Savings Plan) · CP · CIK 16875

The 401(k) employer match

Set by collective bargaining

Canadian Pacific Kansas City Limited's 401(k) match terms are set by collective-bargaining agreements, so the filing states no single company-wide formula.

From the Form 11-K filed June 18, 2026, covering the plan year ended December 31, 2025. Page data last updated July 28, 2026, when the Form 5500 bulk data was last refreshed. Why filings lag

On this page: what the employer actually paid in · the formula, word for word · when the money becomes yours · who can join · what the plan reports to the DOL · how it compares · what to do next

What CPKC puts in, and what the plan costs

What CPKC put into the plan, per active participant

$939

Canadian Pacific Kansas City Limited put $939 into this plan for each of its 3,053 active participants in plan year 2024. This is the whole employer side of the plan: matching money, profit sharing, non-elective and safe-harbor contributions, and reallocated forfeitures. The Form 5500 does not separate them, so this is what the employer put in and not the match.

0 · least per person100 · most per person

CPKC put in less per active participant than 64% of plans with 1,000–4,999 participants in transportation and logistics. The middle plan in that group of 274 reported $1,370. Transportation and logistics comes from business code 482110, which CPKC entered on its own Form 5500. Sponsors pick that code themselves, so a code that does not describe what the employer does ranks the plan against the wrong companies.

What this figure cannot separate: how much CPKC pays, and how much it puts in

This is dollars, not a rate. A Form 5500 carries no payroll, so the figure reflects both how much the employer puts in and how much the employer pays: two plans running the same formula report different amounts when one pays better. Crossing the peer group with industry holds most of that difference still, and none of it disappears.

This is one plan year, not an average. A true-up, a plan merger or a one-off contribution moves a single year on its own.

Source: DOL Form 5500 for the plan year ended December 31, 2024, EIN 416009079, plan 002 · DOL EFAST2

What CPKC puts in

Not stated in the filing

Match terms are set by collective-bargaining agreements, so the filing states no single rate for all employees.

The Form 5500 for this plan reports what CPKC actually paid in: the figure and its peer comparison are above. It is the whole employer side of the plan on one line, so it answers what went in rather than what the formula promises.

Two places state the terms in full: your plan’s Summary Plan Description, which your employer must provide on request, and your recordkeeper’s site, which for this plan is Principal.

What you contribute to collect all of it

Not stated in the filing

The filing does not state the contribution rate that collects the full employer contribution.

Vesting score

100 out of 100

How fast the employer’s money becomes yours. Higher than 48% of the 253 schedules we have scored.

It measures vesting speed and nothing else. It says nothing about the size of the match, what the plan charges, or the funds inside it.

Vesting scheduleImmediate

Share of the employer's money that is the worker's at hire and at each of the first 6 anniversaries: 100%, 100%, 100%, 100%, 100%, 100%, 100%. The score is the average of those 7 readings.

Vesting, word for word
Participants in the Plan are immediately vested in the value of their voluntary contributions, and rollover contributions, if any. Non-union employees (except CMQ U.S.) are immediately vested in their employer matching contributions, plus earnings and losses thereon.

The wait before the match starts and the year-end true-up appear above when the filing states them. Neither is part of the score, and a filing that is silent on one of them is not a plan without it.

The formula, the six-year window and a worked example

What the plan costs, against plans of its size

62nd percentile

$104.30 per participant in plan-paid administrative cost, more expensive than 62% of plans with 1,000–4,999 participants.

What is CPKC's 401(k) match formula?

CPKC's 401(k) match terms are set by collective-bargaining agreements, so the filing states no single company-wide formula. A bargained plan can run several formulas at once, one per agreement, and each states the same parts: a rate, a band of pay and a ceiling.

Match formula50% of the first 6% of pay
Maximum employer match3% of compensation
ConditionsParticipating union employees are eligible to receive matching contributions only if their collective bargaining agreement so provides. For CMQ U.S. non-union and union employees, the Plan provides an employer matching contribution of 2% of eligible compensation instead of the standard formula. Employees of Kansas City Southern Railway Company, formerly part of Midsouth Corporation and SouthRail Corporation, receive an employer match of 100% on the first $500 of contributions. No employee is eligible for an employer matching contribution on their catch-up contributions.
Other employer contributionEmployees eligible to receive an employer nonelective contribution receive an annual nonelective contribution equal to 3.5% of eligible compensation for the Plan year
What the filing says, word for word
The Plan provides for an employer matching contribution of 50% of the first 6% of eligible compensation that a non-union participant contributes. Participating union employees are eligible to receive matching contributions only if their collective bargaining agreement so provides. Employees eligible to receive an employer nonelective contributions receive annual nonelective contribution equal to 3.5% of eligible compensation for the Plan year. For CMQ U.S. Non-union and Union employees, the Plan provides for an employer matching contribution of 2% of eligible compensation. The employees of Kansas City Southern Railway Company, formerly part of Midsouth Corporation and SouthRail Corporation receive an employer match of 100% on first $500 of contributions. No employee is eligible for an employer matching contribution on their catch-up contributions.

Source: Form 11-K filed June 18, 2026, SEC EDGAR, corroborated by the filing's inline-XBRL facts · SEC

What is CPKC's 401(k) vesting schedule?

CPKC vests the employer match immediately: 100% is yours as soon as it is paid in. Nothing is forfeited when you leave, which is not true of the two schedules that vest over time.

Employer match vestingImmediate: employer match is 100% vested when contributed
Your own contributionsImmediate: always 100% yours
Other employer contributionsNon-union employees (except CMQ U.S.) are immediately vested in employer matching contributions. Certain unionized employees follow separate graded vesting schedules: DM&E union and all CMQ U.S. participants vest at 0% (less than one year), 33% (one to two years), 66% (two to three years), 100% (three or more years); Kansas City Southern Railway Company unionized "MidSouth Participants" vest at 0% (less than one year), 20% (one to two years), 40% (two to three years), 60% (three to four years), 80% (four to five years), 100% (five or more years).
Vesting, word for word
Participants in the Plan are immediately vested in the value of their voluntary contributions, and rollover contributions, if any. Non-union employees (except CMQ U.S.) are immediately vested in their employer matching contributions, plus earnings and losses thereon.

Source: Form 11-K filed June 18, 2026, SEC EDGAR · SEC

Who can join CPKC's 401(k), and is enrollment automatic?

CPKC enrolls new hires automatically at 3% of pay.

Plan entryQualified employees may participate in the Plan if they have reached the age of 18 and have completed 30 days of service with the Companies.
Automatic enrollmentYes: default deferral 3% of pay
Eligibility, word for word
Qualified employees may participate in the Plan if they have reached the age of 18 and have completed 30 days of service with the Companies.
Automatic enrollment, word for word
Eligible Plan participants are automatically enrolled at 3% of Plan eligible compensation per pay period.

Source: Form 11-K filed June 18, 2026, SEC EDGAR · SEC

What does the CPKC plan report on Form 5500?

The CPKC plan reported $298.7M in assets and 3,887 participants for plan year 2024.

DOL Form 5500 filing for plan year 2024, EIN 416009079, plan 002.
Total plan assets$298,695,445
Participants3,887
RecordkeeperPrincipal
Plan-paid admin cost per participant$104.30

How that cost compares

This plan pays $104.30 per participant. The median across plans in transportation and logistics is $95.71, from the 1,843 of 1,926 whose Form 5500 yields a per-participant cost.

The plan reports Principal as its recordkeeper, one of 5,239 plans it runs in the data we publish. Of those, the 5,230 with a computable fee have a median plan-paid cost of $170.05 per participant.

Cp 401(k) Savings Plan on its Form 5500 filing: fees, providers and financials

How does CPKC's 401(k) match compare?

Canadian Pacific Kansas City Limited's filing does not state a maximum 401(k) match as a share of pay. Across the 181 companies in our data that do, the median is 4.5% of pay.

Employers worth reading next

Of the six employers below, three file in transportation and logistics, two report the same recordkeeper and one vests on the same schedule.

Southwest Airlines

Maximum match 9.3% of pay. Also in transportation and logistics.

CSX

Employer match vests immediately. Also in transportation and logistics.

UPS

Maximum match 3% of pay. Also in transportation and logistics.

American Express

Maximum match 6% of pay. Same recordkeeper, Principal.

Darden Restaurants

Match vests in steps, 100% after 6 years. Same recordkeeper, Principal.

Costco Wholesale

Employer match vests immediately. Vests immediately too, like CPKC.

Compare Canadian Pacific Kansas City Limited with any company, side by side

What can you do next?

Check your own balance and contribution rate at Principal, the recordkeeper this plan reports.

Questions this filing answers

What is Canadian Pacific Kansas City Limited's 401(k) match?

Canadian Pacific Kansas City Limited's match terms are set by collective bargaining agreements; the 11-K for the plan year ended December 31, 2025 does not state a single formula. Canadian Pacific Kansas City Limited's Form 5500 for plan year 2024 reports $939 of employer money per active participant. This is the whole employer side of the plan: matching money, profit sharing, non-elective and safe-harbor contributions, and reallocated forfeitures. The Form 5500 does not separate them, so this is what the employer put in and not the match.

When does the Canadian Pacific Kansas City Limited 401(k) match vest?

Immediate: employer match is 100% vested when contributed.

Does Canadian Pacific Kansas City Limited's 401(k) plan have automatic enrollment?

Yes: default deferral 3% of pay.

Cite: 401(k) Monitor, “Canadian Pacific Kansas City Limited 401(k) plan facts”, from SEC Form 11-K accession 0000016875-26-000019, plan year ended 2025-12-31.