Profit Sharing · DOL Form 5500 · 2024
Texas Farm Bureau Profit Sharing Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 1,033
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $94,051
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Farm Bureau & Adopting Companies Defined Contribution Plan · Sponsored by Texas Farm Bureau · Texas · Finance & Insurance
$97M in assets, 1,033 participants
Texas Farm Bureau's Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported $97M in total assets and 1,033 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,247 in Finance & Insurance (8,549 peers)
Where Texas Farm Bureau & Adopting Companies Defined Contribution Plan sits by assets
Texas Farm Bureau & Adopting Companies Defined Contribution Plan sits in the top 10% of all filed plans by assets, $97M for 1,033 participants (~$94,051/participant), up 14.1% in 2024.
- #7,247
- in Finance & Insurance (8,549 peers)
- +14.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Texas Farm Bureau & Adopting Companies Defined Contribution Plan's outsized position by total assets
Texas Farm Bureau & Adopting Companies Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,154,394 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Texas Farm Bureau & Adopting Companies Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Texas Farm Bureau & Adopting Companies Defined Contribution Plan lands in the large band (1,033 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan end-of-year assets rose from $85M in the plan year 2023 filing to $97M in the plan year 2024 filing.
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan reported participants rose from 932 in the plan year 2023 filing to 1,033 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741145986 · Texas Farm Bureau PY 2024 · Profit Sharing
Texas Farm Bureau & Adopting Companies Defined Contribution Plan · $97M · 1,033 · 90th
- EIN $97M
- RANK 1,033
- PHOTO 90th
- IND Profit Sharing
- EOY near Hood College Defined Contribution Retirement Plan
- 5500 ind #7247
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 →
Texas Farm Bureau & Adopting Companies Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $12M |
| Employer EIN | 741145986 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Farm Bureau)
Sponsor-wide plan assets over time
All Texas Farm Bureau plans reported in each filing year
- Latest sponsor-wide plan assets
- $282M 31.880190524584727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,795 | $214M |
| 2023 | 3 | 1,959 | $252M |
| 2024 | 3 | 2,141 | $282M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Texas Farm Bureau & Adopting Companies Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Hood College Defined Contribution Retirement Plan in MD ($97M); by covered participants it is Southwestern Illinois Laborers Annuity Fund in IL (1,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Hood College Defined Contribution Retirement Plan (MD) $97M · 331
- IBEW Local 712 Profit Sharing Plan (PA) $97M · 1,194
- Elevance Health Puerto Rico Retirement Plan (PR) $98M · 3,618
- Bricklayers Supplemental Annuity Fund (NY) $98M · 1,181
Similar participant headcount
Nearest other-state filings by covered participants (1,033 participants); asset peers above are excluded.
- Southwestern Illinois Laborers Annuity Fund (IL) 1,039 · 6 off
- Sheet Metal, Air, Rail Transportation Local No.27 (NJ) 1,039 · 6 off
- California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan (CA) 1,027 · 6 off
- Westchester Heavy Construction Laborers Local 60 Annuity Fund (NY) 1,026 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.