Defined Benefit (Pension) · DOL Form 5500 · 2024

San Jose Cattle Company Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
40th
Percentile by assets National rank
$260,594
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Employees of San Jose Cattle Company · Sponsored by San Jose Cattle Company · Texas · Agriculture, Forestry & Fishing

$4M in assets, 17 participants

San Jose Cattle Company's Retirement Plan for Employees of San Jose Cattle Company reported $4M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #499 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Retirement Plan for Employees of San Jose Cattle Company holds $4M for 17 participants - about $260,594 per participant, in the lower half of filed plans by assets.

#499
in Agriculture, Forestry & Fishing (1,217 peers)
-4.4%
assets change YoY

The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of San Jose Cattle Company's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Retirement Plan for Employees of San Jose Cattle Company vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,430,091 40th percentile higher than 40% of 123,620 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 2024

Retirement Plan for Employees of San Jose Cattle Company among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of San Jose Cattle Company is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of San Jose Cattle Company reported net income fell from $257K in the plan year 2023 filing to -$202K in the plan year 2024 filing.
  • Retirement Plan for Employees of San Jose Cattle Company reported participants rose from 16 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Retirement Plan for Employees of San Jose Cattle Company end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751018369 · San Jose Cattle Company PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of San Jose Cattle Company · $4M · 17 · 40th

  • PCT $4M
  • PCT 17
  • PCT 40th
  • PCT Defined Benefit (Pension)
  • PCT near Almatis, Inc. Retirement Plan for Collectively Bargained Employees
  • PCT ind #499

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Retirement Plan for Employees of San Jose Cattle Company in the asset neighbourhood

Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension PlanAbarta Coca-Cola Beverages, …$4MRoofers Local 248 Pension PlanRoofers Local 248 Pension Pl…$4MRetirement Plan for Employees of San Jose Cattle CompanyRetirement Plan for Employee…$4MAlmatis, Inc. Retirement Plan for Collectively Bargained EmployeesAlmatis, Inc. Retirement Pla…$4MSiemens Healthcare Diagnostics Inc. Puerto Rico Pension PlanSiemens Healthcare Diagnosti…$4M
End-of-year total assets ($M) among Retirement Plan for Employees of San Jose Cattle Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$202K
Employer EIN751018369
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Jose Cattle Company)

Sponsor-wide plan assets over time

All San Jose Cattle Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 1.2593848721586527% vs 2022
2024 filing year
$4.3M$4.4M$4.5M$4.6M$4.7M 202220232024 $4.37M $4.43M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 16 $5M
2024 1 17 $4M

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 San Jose Cattle Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of San Jose Cattle Company, Total assets ($B): 0.004430091 · Participants: 17Retirement Plan for Employees of San Jose Cattle CompanyAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Retirement Plan for Employees of San Jose Cattle Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of San Jose Cattle Company side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Almatis, Inc. Retirement Plan for Collectively Bargained Employees in AR ($4M); by covered participants it is Air Force Association Retirement Income Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 San Jose Cattle Company assets move in 2024? ▼
Retirement Plan for Employees of San Jose Cattle Company edged down modestly - down 4.4% during 2024, from $5M to $4M. Reported net income was -$202K.
How have San Jose Cattle Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Jose Cattle Company's sponsor-wide assets grew 1.3%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of San Jose Cattle Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Almatis, Inc. Retirement Plan for Collectively Bargained Employees in AR ($4M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of San Jose Cattle Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Air Force Association Retirement Income Plan in VA (17 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751018369.

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.