Defined Benefit (Pension) · DOL Form 5500 · 2023

The Fordyce Company Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
6
Participants Small participant base
74th
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Employees of Fordyce Company · Sponsored by The Fordyce Company · Texas · Mining & Oil Extraction

$21M in assets, 6 participants

The Fordyce Company's Retirement Plan for Employees of Fordyce Company reported $21M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #452 in Mining & Oil Extraction (811 peers)

The Fordyce Company multi-year trail

The Fordyce Company's plans moved -17.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Fordyce Company at $21M / 6 participants.

#452
in Mining & Oil Extraction (811 peers)
+1.2%
assets growth YoY

Retirement Plan for Employees of Fordyce Company's outsized position by total assets

Retirement Plan for Employees of Fordyce Company vs every filed plan by assets

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

$21,120,132 Top 26% higher than 74% 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

Retirement Plan for Employees of Fordyce Company among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Fordyce Company is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Fordyce Company reported net income rose from -$210K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Retirement Plan for Employees of Fordyce Company reported participants fell from 63 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Retirement Plan for Employees of Fordyce Company end-of-year assets rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 740629110 · The Fordyce Company PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Fordyce Company · $21M · 6 · 74th

  • PART $21M
  • PART 6
  • PART 74th
  • PART Defined Benefit (Pension)
  • PART near Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust
  • PART ind #452

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Retirement Plan for Employees of Fordyce Company in the asset neighbourhood

Henry Modell & Co. , Inc. Employees' Retirement PlanHenry Modell & Co. , Inc. Em…$21MKeesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustKeesler Federal Credit Union…$21MChs/Community Health Systems, Inc.Retirement Income PlanChs/Community Health Systems…$21MRetirement Plan for Employees of Fordyce CompanyRetirement Plan for Employee…$21MCulver Educational Foundation Retirement PlanCulver Educational Foundatio…$21M
End-of-year total assets ($M) among Retirement Plan for Employees of Fordyce Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Fordyce Company multi-year asset trail

Sponsor-wide plan assets over time

All The Fordyce Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.533579522097025% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $22.6M $18.6M ▼ -17.5%
Year Plans Participants Total Assets
2022 2 183 $23M
2023 2 11 $23M
2024 2 11 $19M

The Fordyce Company filing trail (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$253K
Employer EIN740629110
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of Fordyce Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Plan for Employees of Fordyce Company, Total assets ($B): 0.021120132 · Participants: 6Retirement Plan for Employees of Fordyce CompanyAT&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
Retirement Plan for Employees of Fordyce Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Fordyce Company side-by-side with 3 peers →

Retirement Plan for Employees of Fordyce Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust in MS ($21M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Retirement Plan for Employees of Fordyce Company assets move in 2023? ▼
Retirement Plan for Employees of Fordyce Company edged up modestly - up 1.2% during 2023, from $21M to $21M. Reported net income was $253K.
How have The Fordyce Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fordyce Company's sponsor-wide assets declined 17.5%, from $23M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Fordyce Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust in MS ($21M, 191 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Fordyce Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants, N/A 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 740629110.

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.