Defined Benefit (Pension) · DOL Form 5500 · 2023
Bepco, L.P. Pension Plan
Data updated 2026-08-11
- $331M
- Total assets
- 327
- Participants
- 96th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Bass Retirement Plan · Sponsored by Bepco, L.P. · Texas · Finance & Insurance
$331M in assets, 327 participants
Bepco, L.P.'s Bass Retirement Plan reported $331M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,343 in Finance & Insurance (8,869 peers)
Coverage in Texas
Bass Retirement Plan covers 327 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $331M.
- $331M
- total plan assets (2023 EOY)
- 327
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bass Retirement Plan reported net income rose from -$145M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bass Retirement Plan end-of-year assets rose from $323M in the plan year 2022 filing to $331M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Bass Retirement Plan reports 327 participants - about 48% of that state average ($331M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $323M |
|---|---|
| Net Assets (End of Year) | $331M |
| Net Income | $8M |
| Employer EIN | 751076930 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bepco, L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 806 | $408M |
| 2023 | 2 | 807 | $428M |
| 2024 | 2 | 818 | $410M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Bass Retirement Plan by total assets, not by location.
- Iuoe Local 30 Pension Fund (NY) $331M · 2,205
- Sheet Metal Workers Local Union No. 28 Pension Fund (NY) $330M · 2,252
- Nordson Corporation Salaried Employees Pension Plan (OH) $332M · 1,974
- Otter Tail Corporation Pension Plan (MN) $332M · 343
Frequently Asked Questions
How did Bass Retirement Plan assets move in 2023? ▼
How have Bepco, L.P. plan assets changed over time? ▼
Where does Bass Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Bass Retirement Plan? ▼
Next read for Bass Retirement Plan
Filing takeaways
Ways to act on Bass Retirement Plan's numbers.
- By total assets, Bass Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Bepco, L.P.'s sponsor-wide assets have grown 0.6% since 2022 across 3 plan years on file. More Finance & Insurance plans