401(k) · DOL Form 5500 · 2022
Burlington Northern Santa Fe, LLC 401(k) Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 6,423
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $307,963
- Avg per participant High balance/head
Official DOL plan name: Burlington Northern Santa Fe Investment and Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Management of Enterprises
$2.0B in assets, 6,423 participants
Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Investment and Retirement Plan reported $2.0B in total assets and 6,423 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,166 in Management of Enterprises (1,193 peers)
Coverage in Texas
Burlington Northern Santa Fe Investment and Retirement Plan covers 6,423 participants in Texas, 9.3x the typical Texas plan (state average ~688 per filing). Assets: $2.0B.
- #1,166
- in Management of Enterprises (1,193 peers)
- -16.4%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
The plan reported a net loss of $387M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burlington Northern Santa Fe Investment and Retirement Plan's outsized position by total assets
Burlington Northern Santa Fe Investment and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,978,046,931 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Burlington Northern Santa Fe Investment and Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlington Northern Santa Fe Investment and Retirement Plan lands in the large band (6,423 participants).
Plan-year Form 5500 strip
Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2022 · 401(k)
Burlington Northern Santa Fe Investment and Retirement Plan · $2.0B · 6,423 · 99th
- BOOK $2.0B
- BOOK 6,423
- BOOK 99th
- BOOK 401(k)
- BOOK near Avangrid Union 401(k) Plan
- BOOK ind #1166
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Texas →
Burlington Northern Santa Fe Investment and Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | -$387M |
| Employer EIN | 271754839 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burlington Northern Santa Fe, LLC)
Sponsor-wide plan assets over time
All Burlington Northern Santa Fe, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.6B 29.627915672602477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,980 | $4.3B |
| 2023 | 2 | 11,673 | $4.9B |
| 2024 | 2 | 11,183 | $5.6B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Burlington Northern Santa Fe Investment and Retirement Plan
Burlington Northern Santa Fe Investment and Retirement Plan reports $2.0B in end-of-year assets across 6,423 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $307,963 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$387M.
This plan identity (EIN 271754839, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.5B (+28.6%) while covered participants moved from 6,423 to 6,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,423 | $2.0B | This page |
| 2023 | 6,551 | $2.3B | Open filing |
| 2024 · index core | 6,424 | $2.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Burlington Northern Santa Fe Retirement Plan (Defined Benefit (Pension), $3.1B, 4,759 participants)
- Burlington Northern Santa Fe Investment and Retirement Plan (401(k), $2.5B, 6,424 participants)
Burlington Northern Santa Fe Investment and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Avangrid Union 401(k) Plan in CT ($2.0B); by covered participants it is Adient US LLC Savings and Investment (401(k)) Plan in MI (6,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Avangrid Union 401(k) Plan (CT) $2.0B · 3,640
- Western Digital Corporation 401(k) Plan (CA) $2.0B · 7,874
- Turner Retirement Investment Plan (NY) $2.0B · 6,656
- Quad/Graphics Diversified Plan (WI) $2.0B · 12,210
Similar participant headcount
Nearest other-state filings by covered participants (6,423 participants); asset peers above are excluded.
- Adient US LLC Savings and Investment (401(k)) Plan (MI) 6,421 · 2 off
- Apria Healthcare Group Inc. 401(k) Savings Plan (CA) 6,419 · 4 off
- American Axle & Manufacturing, Inc. Personal Savings Plan for Hourly-Rate Associates (MI) 6,431 · 8 off
- BUILDWISE (NJ) 6,435 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.