Defined Benefit (Pension) · DOL Form 5500 · 2023

Bowie-Cass Electric Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
63
Participants Small participant base
80th
Percentile by assets National rank
$497,407
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bowie-Cass Electric Cooperative, Inc. Retirement Plan · Sponsored by Bowie-Cass Electric Cooperative, Inc. · Texas · Utilities

$31M in assets, 63 participants

Bowie-Cass Electric Cooperative, Inc.'s Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported $31M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #316 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks #316 of 721 2023 filers by assets (1713% of the sector average)-$31M for 63 participants.

#316
in Utilities (721 peers)
+17.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bowie-Cass Electric Cooperative, Inc. Retirement Plan's outsized position by total assets

Bowie-Cass Electric Cooperative, Inc. Retirement Plan vs every filed plan by assets

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

$31,336,661 Top 20% higher than 80% 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

Bowie-Cass Electric Cooperative, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bowie-Cass Electric Cooperative, Inc. Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bowie-Cass Electric Cooperative, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported participants fell from 69 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750150318 · Bowie-Cass Electric Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Bowie-Cass Electric Cooperative, Inc. Retirement Plan · $31M · 63 · 80th

  • TYPE $31M
  • NET 63
  • BOOK 80th
  • VS-ST Defined Benefit (Pension)
  • BOY near Beacon Credit Union Cash Balance Defined Benefit Plan and Trust
  • SCH ind #316

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 Utilities retirement plans → · Plans in Texas →

Bowie-Cass Electric Cooperative, Inc. Retirement Plan in the asset neighbourhood

Beacon Credit Union Cash Balance Defined Benefit Plan and TrustBeacon Credit Union Cash Bal…$31MBowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$31MTitan Bryan Pension Plan$31MPension Plan for Ots, Inc.$31MToledo Painters and Allied Trades Pension PlanToledo Painters and Allied T…$31M
End-of-year total assets ($M) among Bowie-Cass Electric Cooperative, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN750150318
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowie-Cass Electric Cooperative, Inc.)

Sponsor-wide plan assets over time

All Bowie-Cass Electric Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.64676702400278% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.6M $33.4M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 69 $27M
2023 1 63 $31M
2024 1 60 $33M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bowie-Cass Electric Cooperative, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bowie-Cass Electric Cooperative, Inc. Retirement Plan, Total assets ($B): 0.031336661 · Participants: 63Bowie-Cass Electric Cooperative, Inc. Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Bowie-Cass Electric Cooperative, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Bowie-Cass Electric Cooperative, Inc. Retirement Plan side-by-side with 3 peers →

Bowie-Cass Electric Cooperative, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Beacon Credit Union Cash Balance Defined Benefit Plan and Trust in IN ($31M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Bowie-Cass Electric Cooperative, Inc. Retirement Plan assets move in 2023? ▼
Bowie-Cass Electric Cooperative, Inc. Retirement Plan grew sharply - up 17.9% during 2023, from $27M to $31M. Reported net income was $5M.
How have Bowie-Cass Electric Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bowie-Cass Electric Cooperative, Inc.'s sponsor-wide assets grew 25.6%, from $27M to $33M.
Where does Bowie-Cass Electric Cooperative, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Bowie-Cass Electric Cooperative, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Beacon Credit Union Cash Balance Defined Benefit Plan and Trust in IN ($31M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bowie-Cass Electric Cooperative, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M in assets).

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 750150318.

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.