Defined Benefit (Pension) · DOL Form 5500 · 2024

Bepco, L.P. Pension Plan

Data updated 2026-08-25

$303M
Total assets Above avg plan size
340
Participants Below avg headcount
96th
Percentile by assets National rank
$891,187
Avg per participant High balance/head
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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.

  • #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.

#7,947
in Finance & Insurance (8,549 peers)
-8.5%
assets change YoY
3.0×
vs typical plan assets (national mean)

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.

Bass Retirement Plan's outsized position by total assets

Bass Retirement Plan vs every filed plan by assets

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

$303,003,690 Top 4% higher than 96% 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

Bass Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bass Retirement Plan sits mid-pack in the medium band (340 participants).

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 →

DOL schedule card

Filing strip 751076930 · Bepco, L.P. PY 2024 · Defined Benefit (Pension)

Bass Retirement Plan · $303M · 340 · 96th

  • NET $303M
  • NET 340
  • NET 96th
  • NET Defined Benefit (Pension)
  • NET near General Dynamics Land Systems Pension Agreement
  • NET ind #7947

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 Finance & Insurance retirement plans → · Plans in Texas →

Bass Retirement Plan in the asset neighbourhood

Connecticut Plumbers & Pipefitters Pension PlanConnecticut Plumbers & Pipef…$304MThe Purdue Pharma L. P. Pension PlanThe Purdue Pharma L. P. Pens…$304MBass Retirement Plan$303MGeneral Dynamics Land Systems Pension AgreementGeneral Dynamics Land System…$303MI.B.E.W. Local 456 Pension PlanI.B.E.W. Local 456 Pension P…$302M
End-of-year total assets ($M) among Bass Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Bepco, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$410M 0.5790718729518624% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $408M $410M ▲ +0.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bass Retirement Plan, Total assets ($B): 0.30300369 · Participants: 340Bass Retirement PlanAT&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
Bass Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Bass Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is General Dynamics Land Systems Pension Agreement in MI ($303M); by covered participants it is Arnold & Porter Cash Balance Plan and Trust in DC (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($303M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bass Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arnold & Porter Cash Balance Plan and Trust in DC (340 participants, $209M 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 751076930.

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.