Defined Benefit (Pension) · DOL Form 5500 · 2023

Bepco, L.P. Pension Plan

Data updated 2026-08-25

$331M
Total assets Above avg plan size
327
Participants Below avg headcount
96th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#8,343
in Finance & Insurance (8,869 peers)
+2.5%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Bass Retirement Plan's outsized position by total assets

Bass Retirement Plan vs every filed plan by assets

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

$330,976,884 Top 4% higher than 96% 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

Bass Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bass Retirement Plan sits mid-pack in the medium band (327 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751076930 · Bepco, L.P. PY 2023 · Defined Benefit (Pension)

Bass Retirement Plan · $331M · 327 · 96th

  • 5500 $331M
  • 5500 327
  • 5500 96th
  • 5500 Defined Benefit (Pension)
  • 5500 near Iuoe Local 30 Pension Fund
  • 5500 ind #8343

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 Finance & Insurance retirement plans → · Plans in Texas →

Bass Retirement Plan in the asset neighbourhood

Otter Tail Corporation Pension PlanOtter Tail Corporation Pensi…$332MNordson Corporation Salaried Employees Pension PlanNordson Corporation Salaried…$332MIuoe Local 30 Pension Fund$331MBass Retirement Plan$331MSheet Metal Workers Local Union No. 28 Pension FundSheet Metal Workers Local Un…$330M
End-of-year total assets ($M) among Bass Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$323M
Net Assets (End of Year)$331M
Net Income$8M
Employer EIN751076930
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bepco, L.P.)

Sponsor-wide plan assets over time

All Bepco, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$410M 0.5790718729518624% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $408M $410M ▲ +0.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bass Retirement Plan, Total assets ($B): 0.330976884 · Participants: 327Bass Retirement PlanAT&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
Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Bass Retirement Plan side-by-side with 3 peers →

Bass Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Iuoe Local 30 Pension Fund in NY ($331M); by covered participants it is Hodgson Russ Retirement Plan in NY (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($331M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Bass Retirement Plan assets move in 2023? ▼
Bass Retirement Plan edged up modestly - up 2.5% during 2023, from $323M to $331M. Reported net income was $8M.
How have Bepco, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bepco, L.P.'s sponsor-wide assets grew 0.6%, from $408M to $410M.
Where does Bass Retirement Plan rank by assets among Form 5500 filers? ▼
Bass Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bass Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iuoe Local 30 Pension Fund in NY ($331M, 2,205 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bass Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hodgson Russ Retirement Plan in NY (327 participants, $145M 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 751076930.

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.