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
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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

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

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.

See the national 2022→2023 release diff →

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

Great Wolf Resorts 401(k) PlanGreat Wolf Resorts 401(k) Pl…$46MPepsi Northwest Beverages 401(k) PlanPepsi Northwest Beverages 40…$46MThermal Tech Engineering, Inc. Profit Sharing / Savings Retirement PlanThermal Tech Engineering, In…$46MCompany Savings Plan$46MChoice Financial Group 401(k) PlanChoice Financial Group 401(k…$46M
End-of-year total assets ($M) among Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$46M
Net Income$22M
Employer EIN760140292
Plan Effective Date2018-07-01
Filing StatusFILING 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
$0M$20M$40M$60M$80M 202220232024 $24.6M $70.8M ▲ +188.0%
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.

Company Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Company Savings Plan, Total assets ($B): 0.046237112 · Participants: 3615Company Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Company Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (3,615 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 Company Savings Plan assets move in 2023?
Company Savings Plan surged - up 88.0% during 2023, from $25M to $46M. Reported net income was $22M.
How have Buc-Ee's, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Buc-Ee's, Ltd.'s sponsor-wide assets grew 188.0%, from $25M to $71M.
Where does Company Savings Plan rank by assets among Form 5500 filers?
Company Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Company Savings Plan?
Among 401(k) plans in other states, the closest by assets is Choice Financial Group 401(k) Plan in ND ($46M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Company Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Pechanga Development Corporation 401(k) Plan in CA (3,616 participants, $190M in assets).