Defined Benefit (Pension) · DOL Form 5500 · 2024

The Fordyce Company Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
6
Participants Small participant base
67th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan for Employees of Fordyce Company · Sponsored by The Fordyce Company · Texas · Mining & Oil Extraction

$17M in assets, 6 participants

The Fordyce Company's Retirement Plan for Employees of Fordyce Company reported $17M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #376 in Mining & Oil Extraction (785 peers)

The Fordyce Company multi-year trail

The Fordyce Company's plans moved -17.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Fordyce Company at $17M / 6 participants.

#376
in Mining & Oil Extraction (785 peers)
-21.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Fordyce Company's outsized position by total assets

Retirement Plan for Employees of Fordyce Company vs every filed plan by assets

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

$16,636,099 Top 33% higher than 67% 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 Fordyce Company among micro 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 Fordyce Company is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Fordyce Company reported net income fell from $253K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Retirement Plan for Employees of Fordyce Company end-of-year assets fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 740629110 · The Fordyce Company PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Fordyce Company · $17M · 6 · 67th

  • EIN $17M
  • EIN 6
  • EIN 67th
  • EIN Defined Benefit (Pension)
  • EIN near Monro, Inc. Pension Plan
  • EIN ind #376

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Retirement Plan for Employees of Fordyce Company in the asset neighbourhood

Retirement Plan of the Ufcw National Health and Welfare FundRetirement Plan of the Ufcw …$17MRetirement Plan for Employees of Fordyce CompanyRetirement Plan for Employee…$17MMonro, Inc. Pension Plan$17MThe Academy of Natural Sciences Pension PlanThe Academy of Natural Scien…$17MPeoria Chapter of Bricklayers Local No. 6 Pension Plan and TrustPeoria Chapter of Bricklayer…$17M
End-of-year total assets ($M) among Retirement Plan for Employees of Fordyce Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

The Fordyce Company multi-year asset trail

Sponsor-wide plan assets over time

All The Fordyce Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.533579522097025% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $22.6M $18.6M ▼ -17.5%
Year Plans Participants Total Assets
2022 2 183 $23M
2023 2 11 $23M
2024 2 11 $19M

The Fordyce Company filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN740629110
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

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 Fordyce Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Fordyce Company, Total assets ($B): 0.016636099 · Participants: 6Retirement Plan for Employees of Fordyce 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 Fordyce Company vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Fordyce Company side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Monro, Inc. Pension Plan in NY ($17M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Fordyce Company assets move in 2024? ▼
Retirement Plan for Employees of Fordyce Company declined sharply - down 21.2% during 2024, from $21M to $17M. Reported net income was -$4M.
How have The Fordyce Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fordyce Company's sponsor-wide assets declined 17.5%, from $23M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Fordyce Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monro, Inc. Pension Plan in NY ($17M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Fordyce Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 740629110.

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.