401(k) · DOL Form 5500 · 2023
Texas Farm Bureau 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $29,642
- Avg per participant Low balance/head
Official DOL plan name: Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust · Sponsored by Texas Farm Bureau · Texas · Finance & Insurance
$3M in assets, 94 participants
Texas Farm Bureau's Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust reported $3M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #2,132 in Finance & Insurance (8,869 peers)
Texas Farm Bureau multi-year trail
Texas Farm Bureau's plans moved +31.9% in assets from 2022 to 2024; this filing shows Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust at $3M / 94 participants.
- #2,132
- in Finance & Insurance (8,869 peers)
- +15.9%
- assets growth YoY
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,786,367 35th percentile higher than 35% 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 401(k) Plan & Trust among smaller 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 401(k) Plan & Trust is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust reported net income rose from -$410K in the plan year 2022 filing to $382K in the plan year 2023 filing.
- Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust reported participants fell from 101 in the plan year 2022 filing to 94 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 741145986 · Texas Farm Bureau PY 2023 · 401(k)
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust · $3M · 94 · 35th
- VS-ST $3M
- BOY 94
- SCH 35th
- EBSA 401(k)
- PART near Hop and Wine Beverages, LLC 401(k) Plan
- TYPE ind #2132
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 401(k) Plan & Trust in the asset neighbourhood
Texas Farm Bureau multi-year asset trail
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 |
Texas Farm Bureau filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $382K |
| Employer EIN | 741145986 |
| Plan Effective Date | 2010-08-09 |
| Filing Status | FILING RECEIVED |
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
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hop and Wine Beverages, LLC 401(k) Plan in VA ($3M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 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.