401(k) · DOL Form 5500 · 2023
Burlington Northern Santa Fe, LLC 401(k) Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 6,551
- Participants
- 99th
- Percentile by assets
- $348,460
- Avg per participant
Official DOL plan name: Burlington Northern Santa Fe Investment and Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Management of Enterprises
$2.3B in assets, 6,551 participants
Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Investment and Retirement Plan reported $2.3B in total assets and 6,551 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)
- #1,112 in Management of Enterprises (1,137 peers)
Coverage in Texas
Burlington Northern Santa Fe Investment and Retirement Plan covers 6,551 participants in Texas, 9.5x the typical Texas plan (state average ~688 per filing). Assets: $2.3B.
- $2.3B
- total plan assets (2023 EOY)
- 6,551
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $348,460
- avg assets per participant
Where Burlington Northern Santa Fe Investment and Retirement Plan sits by total assets
Burlington Northern Santa Fe Investment and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,282,763,757 Top 1% higher than 99% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Burlington Northern Santa Fe Investment and Retirement Plan reported net income rose from -$387M in the plan year 2022 filing to $303M in the plan year 2023 filing.
- Burlington Northern Santa Fe Investment and Retirement Plan end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Burlington Northern Santa Fe Investment and Retirement Plan reported participants rose from 6,423 in the plan year 2022 filing to 6,551 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 Investment and Retirement Plan reports 6,551 participants - 9.5x that state average ($2.3B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $303M |
| Employer EIN | 271754839 |
| Plan Effective Date | 1997-01-01 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Burlington Northern Santa Fe Investment and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Scale composition for Burlington Northern Santa Fe Investment and Retirement Plan
Burlington Northern Santa Fe Investment and Retirement Plan reports $2.3B in end-of-year assets across 6,551 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $348,460 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $303M.
This plan identity (EIN 271754839, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.5B (+28.6%) while covered participants moved from 6,423 to 6,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,423 | $2.0B | Open filing |
| 2023 | 6,551 | $2.3B | This page |
| 2024 · index core | 6,424 | $2.5B | 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 401(k) Plans Nationally
401(k) plans in other states closest to Burlington Northern Santa Fe Investment and Retirement Plan by total assets, not by location.
- Weyerhaeuser 401(k) Plan (WA) $2.3B · 7,743
- Epic Systems Corporation 401(k) Plan (WI) $2.3B · 12,331
- Avangrid 401(k) Plan (CT) $2.3B · 7,497
- The Pearson Retirement Plan 401(k) (NJ) $2.3B · 11,655
Frequently Asked Questions
How did Burlington Northern Santa Fe Investment and Retirement Plan assets move in 2023? ▼
How have Burlington Northern Santa Fe, LLC plan assets changed over time? ▼
Where does Burlington Northern Santa Fe Investment and Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Burlington Northern Santa Fe Investment and Retirement Plan? ▼
Next read for Burlington Northern Santa Fe Investment …
Filing takeaways
Ways to act on Burlington Northern Santa Fe Investment and Retirement Plan's numbers.
- By total assets, Burlington Northern Santa Fe Investment and Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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