Defined Benefit (Pension) · DOL Form 5500 · 2023
Burlington Northern Santa Fe, LLC Pension Plan
Data updated 2026-08-11
- $2.6B
- Total assets
- 5,122
- Participants
- 99th
- Percentile by assets
- $508,177
- Avg per participant
Official DOL plan name: Burlington Northern Santa Fe Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Management of Enterprises
$2.6B in assets, 5,122 participants
Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Retirement Plan reported $2.6B in total assets and 5,122 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #1,116 in Management of Enterprises (1,137 peers)
Coverage in Texas
Burlington Northern Santa Fe Retirement Plan covers 5,122 participants in Texas, 7.4x the typical Texas plan (state average ~688 per filing). Assets: $2.6B.
- $2.6B
- total plan assets (2023 EOY)
- 5,122
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $508,177
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burlington Northern Santa Fe Retirement Plan reported net income rose from -$811M in the plan year 2022 filing to $257M in the plan year 2023 filing.
- Burlington Northern Santa Fe Retirement Plan end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
- Burlington Northern Santa Fe Retirement Plan reported participants fell from 5,557 in the plan year 2022 filing to 5,122 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Burlington Northern Santa Fe Retirement Plan reports 5,122 participants - 7.4x that state average ($2.6B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $257M |
| Employer EIN | 271754839 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burlington Northern Santa Fe, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,980 | $4.3B |
| 2023 | 2 | 11,673 | $4.9B |
| 2024 | 2 | 11,183 | $5.6B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Burlington Northern Santa Fe Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Scale composition for Burlington Northern Santa Fe Retirement Plan
Burlington Northern Santa Fe Retirement Plan reports $2.6B in end-of-year assets across 5,122 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $508,177 per participant (3.7x the national average assets-per-participant) . Net income for plan year 2023 was $257M.
This plan identity (EIN 271754839, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.1B (+30.5%) while covered participants moved from 5,557 to 4,759 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,557 | $2.3B | Open filing |
| 2023 | 5,122 | $2.6B | This page |
| 2024 · index core | 4,759 | $3.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Burlington Northern Santa Fe Retirement Plan (Defined Benefit (Pension), $3.1B, 4,759 participants)
- Burlington Northern Santa Fe Investment and Retirement Plan (401(k), $2.5B, 6,424 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Burlington Northern Santa Fe Retirement Plan by total assets, not by location.
- Pension Plan for Eaton Corporation Employees (OH) $2.6B · 8,916
- Sound Retirement Trust (WA) $2.6B · 93,701
- Massmutual Pension Plan (MA) $2.6B · 14,462
- Employees' Retirement Plan of Duke University (NC) $2.6B · 21,020
Frequently Asked Questions
How did Burlington Northern Santa Fe Retirement Plan assets move in 2023? ▼
How have Burlington Northern Santa Fe, LLC plan assets changed over time? ▼
Where does Burlington Northern Santa Fe Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Burlington Northern Santa Fe Retirement …
Filing takeaways
Ways to act on Burlington Northern Santa Fe Retirement Plan's numbers.
- By total assets, Burlington Northern Santa Fe Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Burlington Northern Santa Fe, LLC's sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Management of Enterprises plans