Defined Benefit (Pension) · DOL Form 5500 · 2023

Burlington Northern Santa Fe, LLC Pension Plan

Data updated 2026-08-25

$2.6B
Total assets Very large vs avg
5,122
Participants Above avg headcount
99th
Percentile by assets National rank
$508,177
Avg per participant High balance/head
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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.

  • #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.

#1,116
in Management of Enterprises (1,137 peers)
+11.0%
assets growth YoY
26×
vs typical plan assets (national mean)

Burlington Northern Santa Fe Retirement Plan's outsized position by total assets

Burlington Northern Santa Fe Retirement Plan vs every filed plan by assets

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

$2,602,884,921 Top 1% higher than 99% 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

Burlington Northern Santa Fe Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Burlington Northern Santa Fe Retirement Plan lands in the large band (5,122 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2023 · Defined Benefit (Pension)

Burlington Northern Santa Fe Retirement Plan · $2.6B · 5,122 · 99th

  • EIN $2.6B
  • EIN 5,122
  • EIN 99th
  • EIN Defined Benefit (Pension)
  • EIN near Pension Plan for Eaton Corporation Employees
  • EIN ind #1116

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 Management of Enterprises retirement plans → · Plans in Texas →

Burlington Northern Santa Fe Retirement Plan in the asset neighbourhood

Employees' Retirement Plan of Duke UniversityEmployees' Retirement Plan o…$2.6BBurlington Northern Santa Fe Retirement PlanBurlington Northern Santa Fe…$2.6BPension Plan for Eaton Corporation EmployeesPension Plan for Eaton Corpo…$2.6BSound Retirement Trust$2.6BMassmutual Pension Plan$2.6B
End-of-year total assets ($B) among Burlington Northern Santa Fe Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.6B
Net Income$257M
Employer EIN271754839
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Burlington Northern Santa Fe, LLC)

Sponsor-wide plan assets over time

All Burlington Northern Santa Fe, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5.6B 29.627915672602477% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B 202220232024 $4.32B $5.61B ▲ +29.9%
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 Scatter plot of 6 data points. -50000050000100000150000 010203040 Total assets ($B) Participants Burlington Northern Santa Fe Retirement Plan, Total assets ($B): 2.602884921 · Participants: 5122Burlington Northern Santa Fe 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
Burlington Northern Santa Fe Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Burlington Northern Santa Fe Retirement Plan side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Eaton Corporation Employees in OH ($2.6B); by covered participants it is Novo Nordisk Inc. Money Purchase Plan in NJ (5,135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,122 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 Burlington Northern Santa Fe Retirement Plan assets move in 2023? ▼
Burlington Northern Santa Fe Retirement Plan grew at a solid clip - up 11.0% during 2023, from $2.3B to $2.6B. Reported net income was $257M.
How have Burlington Northern Santa Fe, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burlington Northern Santa Fe, LLC's sponsor-wide assets grew 29.6%, from $4.3B to $5.6B.
Where does Burlington Northern Santa Fe Retirement Plan rank by assets among Form 5500 filers? ▼
Burlington Northern Santa Fe Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Burlington Northern Santa Fe Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Eaton Corporation Employees in OH ($2.6B, 8,916 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Burlington Northern Santa Fe Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Novo Nordisk Inc. Money Purchase Plan in NJ (5,135 participants, $1.0B 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 271754839.

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.