Profit Sharing · DOL Form 5500 · 2023

Texas Farm Bureau Profit Sharing Plan

Data updated 2026-08-11

$85M
Total assets: 932
Participants: 90th
Percentile by assets: $91,399
Avg per participant

Official DOL plan name: Texas Farm Bureau & Adopting Companies Defined Contribution Plan · Sponsored by Texas Farm Bureau · Texas · Finance & Insurance

$85M in assets, 932 participants

Texas Farm Bureau's Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported $85M in total assets and 932 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 127,072 plans)
#7,531 in Finance & Insurance (8,869 peers)

Where Texas Farm Bureau & Adopting Companies Defined Contribution Plan sits by assets

Texas Farm Bureau & Adopting Companies Defined Contribution Plan sits in the top 10% of all filed plans by assets, $85M for 932 participants (~$91,399/participant), up 23.8% in 2023.

$85M
total plan assets (2023 EOY): 932
covered participants: 90th
percentile by assets (of 127,072 plans): $91,399
avg assets per participant

Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Texas Farm Bureau & Adopting Companies Defined Contribution Plan end-of-year assets rose from $69M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported participants rose from 850 in the plan year 2022 filing to 932 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Finance & Insurance

Texas Farm Bureau & Adopting Companies Defined Contribution Plan vs the 2023 asset distribution

By assets, Texas Farm Bureau & Adopting Companies Defined Contribution Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$69M
Net Assets (End of Year)	$85M
Net Income	$16M
Employer EIN	741145986
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Texas Farm Bureau)

Total plan assets by year, all Texas Farm Bureau plans on file

Year	Plans	Participants	Total Assets
2022	3	1,795	$214M
2023	3	1,959	$252M
2024	3	2,141	$282M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Texas Farm Bureau & Adopting Companies Defined Contribution Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Texas Farm Bureau & Adopting Companies D… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Texas Farm Bureau & Adopting Companies Defined Contribution Plan by total assets, not by location.

Yeshiva University After-Tax Annuity Plan (NY) $85M · 77
Pipe Trades Pension of Montana (WA) $85M · 1,088
Impellam NA 401(k) Plan (GA) $85M · 14,798
Cognia ERISA 403(b) Plan (GA) $85M · 505

Frequently Asked Questions

How did Texas Farm Bureau & Adopting Companies Defined Contribution Plan assets move in 2023? ▼

Texas Farm Bureau & Adopting Companies Defined Contribution Plan grew sharply - up 23.8% during 2023, from $69M to $85M. Reported net income was $16M.

How have Texas Farm Bureau plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Texas Farm Bureau's sponsor-wide assets grew 31.9%, from $214M to $282M.

Where does Texas Farm Bureau & Adopting Companies Defined Contribution Plan rank by assets among Form 5500 filers? ▼

Texas Farm Bureau & Adopting Companies Defined Contribution Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Texas Farm Bureau & Adopting Companies Defined Contribution Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Yeshiva University After-Tax Annuity Plan in NY ($85M, 77 participants).

Next read for Texas Farm Bureau & Adopting Companies D…

Scale reading

Ways to act on Texas Farm Bureau & Adopting Companies Defined Contribution Plan's numbers.

By total assets, Texas Farm Bureau & Adopting Companies Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
Texas Farm Bureau's sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 741145986.