Defined Benefit (Pension) · DOL Form 5500 · 2024

Bepco, L.P. Pension Plan

Data updated 2026-08-11

$303M
Total assets
340
Participants
96th
Percentile by assets
$891,187
Avg per participant
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Official DOL plan name: Bass Retirement Plan · Sponsored by Bepco, L.P. · Texas · Finance & Insurance

$303M in assets, 340 participants

Bepco, L.P.'s Bass Retirement Plan reported $303M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #7,947 in Finance & Insurance (8,549 peers)

Coverage in Texas

Bass Retirement Plan covers 340 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $303M.

$303M
total plan assets (2024 EOY)
340
covered participants
96th
percentile by assets (of 123,622 plans)
$891,187
avg assets per participant

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bass Retirement Plan reported net income fell from $8M in the plan year 2023 filing to -$28M in the plan year 2024 filing.
  • Bass Retirement Plan end-of-year assets fell from $331M in the plan year 2023 filing to $303M in the plan year 2024 filing.
  • Bass Retirement Plan reported participants rose from 327 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Bass Retirement Plan reports 340 participants - about 49% of that state average ($303M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$331M
Net Assets (End of Year)$303M
Net Income-$28M
Employer EIN751076930
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bepco, L.P.)

$400M$410M$420M$430M 202220232024 $408M $410M ▲ +0.6%
Total plan assets by year, all Bepco, L.P. plans on file
Year Plans Participants Total Assets
2022 2 806 $408M
2023 2 807 $428M
2024 2 818 $410M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bass Retirement PlanAT&T Pension Benefit…Exxonmobil Pension P…Chevron Retirement P…Shell Pension PlanCaterpillar Inc. Ret…
Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bass Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Bass Retirement Plan assets move in 2024?
Bass Retirement Plan pulled back noticeably - down 8.5% during 2024, from $331M to $303M. Reported net income was -$28M.
How have Bepco, L.P. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bepco, L.P.'s sponsor-wide assets grew 0.6%, from $408M to $410M.
Where does Bass Retirement Plan rank by assets among Form 5500 filers?
Bass Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bass Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is General Dynamics Land Systems Pension Agreement in MI ($303M, 604 participants).

Filing takeaways

Ways to act on Bass Retirement Plan's numbers.