401(k) · DOL Form 5500 · 2023
Buc-Ee's, Ltd. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 3,615
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $12,790
- Avg per participant Low balance/head
Official DOL plan name: Company Savings Plan · Sponsored by Buc-Ee's, Ltd. · Texas · Retail Trade
$46M in assets, 3,615 participants
Buc-Ee's, Ltd.'s Company Savings Plan reported $46M in total assets and 3,615 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,687 in Retail Trade (8,414 peers)
Coverage in Texas
Company Savings Plan covers 3,615 participants in Texas, 5.3x the typical Texas plan (state average ~688 per filing). Assets: $46M.
- #7,687
- in Retail Trade (8,414 peers)
- +88.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Company Savings Plan's outsized position by total assets
Company Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,237,112 Top 15% higher than 85% 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
Company Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Company Savings Plan lands in the large band (3,615 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Company Savings Plan reported net income rose from $6M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Company Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Company Savings Plan reported participants rose from 2,546 in the plan year 2022 filing to 3,615 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 760140292 · Buc-Ee's, Ltd. PY 2023 · 401(k)
Company Savings Plan · $46M · 3,615 · 85th
- EOY $46M
- EOY 3,615
- EOY 85th
- EOY 401(k)
- EOY near Choice Financial Group 401(k) Plan
- EOY ind #7687
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 Retail Trade retirement plans → · Plans in Texas →
Company Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $22M |
| Employer EIN | 760140292 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Buc-Ee's, Ltd.)
Sponsor-wide plan assets over time
All Buc-Ee's, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 188.00347912209511% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,546 | $25M |
| 2023 | 1 | 3,615 | $46M |
| 2024 | 1 | 5,308 | $71M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Company Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Choice Financial Group 401(k) Plan in ND ($46M); by covered participants it is Pechanga Development Corporation 401(k) Plan in CA (3,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Choice Financial Group 401(k) Plan (ND) $46M · 474
- Great Wolf Resorts 401(k) Plan (IL) $46M · 4,300
- Pepsi Northwest Beverages 401(k) Plan (WA) $46M · 375
- Thermal Tech Engineering, Inc. Profit Sharing / Savings Retirement Plan (OH) $46M · 166
Similar participant headcount
Nearest other-state filings by covered participants (3,615 participants); asset peers above are excluded.
- Pechanga Development Corporation 401(k) Plan (CA) 3,616 · 1 off
- The Standard 401(k) Plan (OR) 3,614 · 1 off
- The Alden Network 401(k) Plan (IL) 3,617 · 2 off
- Teladoc Health 401(k) Plan (NY) 3,617 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.