401(k) · DOL Form 5500 · 2023

Texas Farm Bureau 401(k) Plan

Data updated 2026-08-11

$164M
Total assets
933
Participants
94th
Percentile by assets
$176,012
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Texas Farm Bureau Companies 401(k) Plan · Sponsored by Texas Farm Bureau · Texas · Finance & Insurance

$164M in assets, 933 participants

Texas Farm Bureau's Texas Farm Bureau Companies 401(k) Plan reported $164M in total assets and 933 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,023 in Finance & Insurance (8,869 peers)

Where Texas Farm Bureau Companies 401(k) Plan sits by assets

Texas Farm Bureau Companies 401(k) Plan sits in the top 10% of all filed plans by assets, $164M for 933 participants (~$176,012/participant), up 15.2% in 2023.

$164M
total plan assets (2023 EOY)
933
covered participants
94th
percentile by assets (of 127,072 plans)
$176,012
avg assets per participant

Where Texas Farm Bureau Companies 401(k) Plan sits by total assets

Texas Farm Bureau Companies 401(k) Plan vs every filed plan by assets

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

$164,218,941 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Farm Bureau Companies 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Texas Farm Bureau Companies 401(k) Plan end-of-year assets rose from $143M in the plan year 2022 filing to $164M in the plan year 2023 filing.
  • Texas Farm Bureau Companies 401(k) Plan reported participants rose from 844 in the plan year 2022 filing to 933 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Finance & Insurance

Texas Farm Bureau Companies 401(k) Plan vs the 2023 asset distribution

By assets, Texas Farm Bureau Companies 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$164M
Net Income$22M
Employer EIN741145986
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Farm Bureau)

$200M$250M$300M 202220232024 $214M $282M ▲ +31.9%
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Texas Farm Bureau Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Farm Bureau Co…, Total assets ($B): 0.164218941 · Participants: 933Texas Farm Bureau Co…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Texas Farm Bureau Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Farm Bureau Companies 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Texas Farm Bureau Companies 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Texas Farm Bureau Companies 401(k) Plan assets move in 2023? ▼
Texas Farm Bureau Companies 401(k) Plan grew sharply - up 15.2% during 2023, from $143M to $164M. Reported net income was $22M.
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 Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Texas Farm Bureau Companies 401(k) Plan ranks in the 94th 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 401(k) plans are similar in size to Texas Farm Bureau Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provident Bank 401(k) Plan in NJ ($164M, 1,150 participants).

Next read for Texas Farm Bureau Companies 401(k) Plan

Scale reading

Ways to act on Texas Farm Bureau Companies 401(k) Plan's numbers.

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.

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.