Defined Benefit (Pension) · DOL Form 5500 · 2023

San Jose Cattle Company Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
43rd
Percentile by assets National rank
$289,481
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of San Jose Cattle Company · Sponsored by San Jose Cattle Company · Texas · Agriculture, Forestry & Fishing

$5M in assets, 16 participants

San Jose Cattle Company's Retirement Plan for Employees of San Jose Cattle Company reported $5M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #565 in Agriculture, Forestry & Fishing (1,288 peers)

What the 2023 filing shows

Retirement Plan for Employees of San Jose Cattle Company holds $5M for 16 participants - about $289,481 per participant, in the lower half of filed plans by assets.

#565
in Agriculture, Forestry & Fishing (1,288 peers)
+5.9%
assets growth YoY

Retirement Plan for Employees of San Jose Cattle Company's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Retirement Plan for Employees of San Jose Cattle Company vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,631,695 43rd percentile higher than 43% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan for Employees of San Jose Cattle Company among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of San Jose Cattle Company is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of San Jose Cattle Company reported net income rose from -$1M in the plan year 2022 filing to $257K in the plan year 2023 filing.
  • Retirement Plan for Employees of San Jose Cattle Company reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Retirement Plan for Employees of San Jose Cattle Company end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751018369 · San Jose Cattle Company PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of San Jose Cattle Company · $5M · 16 · 43rd

  • EIN $5M
  • RANK 16
  • PHOTO 43rd
  • IND Defined Benefit (Pension)
  • EOY near Pension Agreement Between Akro-Mils and Uswa Local 1761-02
  • 5500 ind #565

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Retirement Plan for Employees of San Jose Cattle Company in the asset neighbourhood

Retirement Plan for Employees of San Jose Cattle CompanyRetirement Plan for Employee…$5MPension Agreement Between Akro-Mils and Uswa Local 1761-02Pension Agreement Between Ak…$5MThe Willard Inter-Continental Hotel Retirement PlanThe Willard Inter-Continenta…$5MTeddy Tat-Tak Liu, M.D., P.C. Defined Benefit Pension Plan and TrustTeddy Tat-Tak Liu, M.D., P.C…$5MThe Mckeogh Company Employees Pension PlanThe Mckeogh Company Employee…$5M
End-of-year total assets ($M) among Retirement Plan for Employees of San Jose Cattle Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$257K
Employer EIN751018369
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Cattle Company)

Sponsor-wide plan assets over time

All San Jose Cattle Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.2593848721586527% vs 2022
2024 filing year
$4.3M$4.4M$4.5M$4.6M$4.7M 202220232024 $4.37M $4.43M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 16 $5M
2024 1 17 $4M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of San Jose Cattle Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of San Jose Cattle Company, Total assets ($B): 0.004631695 · Participants: 16Retirement Plan for Employees of San Jose Cattle CompanyAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Retirement Plan for Employees of San Jose Cattle Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of San Jose Cattle Company side-by-side with 3 peers →

Retirement Plan for Employees of San Jose Cattle Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Agreement Between Akro-Mils and Uswa Local 1761-02 in OH ($5M); by covered participants it is Middleburgh Telephone Company Pension Plan in NY (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of San Jose Cattle Company assets move in 2023? ▼
Retirement Plan for Employees of San Jose Cattle Company grew at a solid clip - up 5.9% during 2023, from $4M to $5M. Reported net income was $257K.
How have San Jose Cattle Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Cattle Company's sponsor-wide assets grew 1.3%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of San Jose Cattle Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Agreement Between Akro-Mils and Uswa Local 1761-02 in OH ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of San Jose Cattle Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middleburgh Telephone Company Pension Plan in NY (16 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751018369.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.