Profit Sharing · DOL Form 5500 · 2023
Texas Farm Bureau Profit Sharing Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 932
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $91,399
- Avg per participant Below avg balance/head
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.
- #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.
- #7,531
- in Finance & Insurance (8,869 peers)
- +23.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Texas Farm Bureau & Adopting Companies Defined Contribution Plan's outsized position by total assets
Texas Farm Bureau & Adopting Companies Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$85,183,869 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Texas Farm Bureau & Adopting Companies Defined Contribution 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. Texas Farm Bureau & Adopting Companies Defined Contribution Plan sits mid-pack in the medium band (932 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 741145986 · Texas Farm Bureau PY 2023 · Profit Sharing
Texas Farm Bureau & Adopting Companies Defined Contribution Plan · $85M · 932 · 90th
- RANK $85M
- PHOTO 932
- IND 90th
- EOY Profit Sharing
- 5500 near Yeshiva University After-Tax Annuity Plan
- ASSETS ind #7531
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 →
Texas Farm Bureau & Adopting Companies Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Texas Farm Bureau plans reported in each filing year
- Latest sponsor-wide plan assets
- $282M 31.880190524584727% vs 2022
- 2024 filing year
| 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.
- 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
Texas Farm Bureau & Adopting Companies Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Yeshiva University After-Tax Annuity Plan in NY ($85M); by covered participants it is Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan in IN (928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (932 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.