Defined Benefit (Pension) · DOL Form 5500 · 2022
Burlington Northern Santa Fe, LLC Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 5,557
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $422,167
- Avg per participant High balance/head
Official DOL plan name: Burlington Northern Santa Fe Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Management of Enterprises
$2.3B in assets, 5,557 participants
Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Retirement Plan reported $2.3B in total assets and 5,557 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #1,170 in Management of Enterprises (1,193 peers)
Coverage in Texas
Burlington Northern Santa Fe Retirement Plan covers 5,557 participants in Texas, 8.1x the typical Texas plan (state average ~688 per filing). Assets: $2.3B.
- #1,170
- in Management of Enterprises (1,193 peers)
- -25.7%
- assets change YoY
- 24×
- vs typical plan assets (national mean)
The plan reported a net loss of $811M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Burlington Northern Santa Fe Retirement Plan's outsized position by total assets
Burlington Northern Santa Fe Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,345,984,294 Highest reported value at or above every one 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 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 Retirement Plan lands in the large band (5,557 participants).
Form 5500 schedule snapshot
Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2022 · Defined Benefit (Pension)
Burlington Northern Santa Fe Retirement Plan · $2.3B · 5,557 · 100th
- VS-ST $2.3B
- VS-ST 5,557
- VS-ST 100th
- VS-ST Defined Benefit (Pension)
- VS-ST near Lockheed Martin Aerospace Hourly Pension Plan
- VS-ST ind #1170
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 Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$811M |
| Employer EIN | 271754839 |
| Plan Effective Date | 1996-10-01 |
| 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 Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Scale composition for Burlington Northern Santa Fe Retirement Plan
Burlington Northern Santa Fe Retirement Plan reports $2.3B in end-of-year assets across 5,557 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $422,167 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2022 was -$811M.
This plan identity (EIN 271754839, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.1B (+30.5%) while covered participants moved from 5,557 to 4,759 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,557 | $2.3B | This page |
| 2023 | 5,122 | $2.6B | Open filing |
| 2024 · index core | 4,759 | $3.1B | 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 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Lockheed Martin Aerospace Hourly Pension Plan in MD ($2.3B); by covered participants it is General Dynamics Retirement Plan (Electric Boat) in VA (5,557 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Lockheed Martin Aerospace Hourly Pension Plan (MD) $2.3B · 4,519
- Sentara Pension Plan (VA) $2.3B · 20,272
- The Goodyear Tire & Rubber Company 1950 Pension Plan (OH) $2.3B · 2,842
- Bayer Corporation Pension Plan (MO) $2.3B · 1,611
Similar participant headcount
Nearest other-state filings by covered participants (5,557 participants); asset peers above are excluded.
- General Dynamics Retirement Plan (Electric Boat) (VA) 5,557 · 0 off
- Ufcw- Giant Excess Supplemental Benefit Fund (MD) 5,546 · 11 off
- North Central States Regional Council of Carpenters Pension Fund (WI) 5,543 · 14 off
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) 5,533 · 24 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.