401(k) · DOL Form 5500 · 2023
Burlington Northern Santa Fe, LLC 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 6,551
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $348,460
- Avg per participant High balance/head
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.
- #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.
- #1,112
- in Management of Enterprises (1,137 peers)
- +15.4%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Burlington Northern Santa Fe Investment and Retirement Plan's outsized position 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
Burlington Northern Santa Fe Investment and 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 Investment and Retirement Plan lands in the large band (6,551 participants).
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.
Published 5500 schedule card
Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2023 · 401(k)
Burlington Northern Santa Fe Investment and Retirement Plan · $2.3B · 6,551 · 99th
- EIN $2.3B
- EIN 6,551
- EIN 99th
- EIN 401(k)
- EIN near Weyerhaeuser 401(k) Plan
- EIN ind #1112
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 Investment and Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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)
Burlington Northern Santa Fe Investment and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Weyerhaeuser 401(k) Plan in WA ($2.3B); by covered participants it is System One Holdings, LLC 401(k) Savings Plan in PA (6,552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,551 participants); asset peers above are excluded.
- System One Holdings, LLC 401(k) Savings Plan (PA) 6,552 · 1 off
- Akima, LLC 401(k) Plan (VA) 6,550 · 1 off
- Aultman 401(k) Plan (OH) 6,558 · 7 off
- Phoenix Children's Hospital Section 401(k) Investment Plan (AZ) 6,560 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.