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
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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

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

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.

See the national 2022→2023 release diff →

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 & Adopting Companies 401(k) Plan & TrustTexas Farm Bureau & Adopting…$3MHop and Wine Beverages, LLC 401(k) PlanHop and Wine Beverages, LLC …$3MV.T. Construction, Inc. Retirement Savings PlanV.T. Construction, Inc. Reti…$3MPolytype America 401(k) Profit Sharing PlanPolytype America 401(k) Prof…$3MBusken Bakery Employees 401(k) Profit Sharing PlanBusken Bakery Employees 401(…$3M
End-of-year total assets ($M) among Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$200M$250M$300M 202220232024 $214M $282M ▲ +31.9%
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 EIN741145986
Plan Effective Date2010-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust, Total assets ($B): 0.002786367 · Participants: 94Texas Farm Bureau & Adopting Companies 401(k) Plan & TrustAT&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
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

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.

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.

Frequently Asked Questions

How did Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust assets move in 2023?
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust grew sharply - up 15.9% during 2023, from $2M to $3M. Reported net income was $382K.
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.
Which 401(k) plans are similar in size to Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Hop and Wine Beverages, LLC 401(k) Plan in VA ($3M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M in assets).