Defined Benefit (Pension) · DOL Form 5500 · 2022
Burlington Northern Santa Fe, LLC Pension Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 5,557
- Participants
- 100th
- Percentile by assets
- $422,167
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $2.3B
- total plan assets (2022 EOY)
- 5,557
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $422,167
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Burlington Northern Santa Fe Retirement Plan reports 5,557 participants - 8.1x that state average ($2.3B EOY assets).
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)
| 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.
Burlington Northern Santa Fe Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Burlington Northern Santa Fe Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Where does Burlington Northern Santa Fe Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Burlington Northern Santa Fe Retirement …
Filing takeaways
Ways to act on Burlington Northern Santa Fe Retirement Plan's numbers.
- By total assets, Burlington Northern Santa Fe Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Burlington Northern Santa Fe, LLC's sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Management of Enterprises plans