401(k) · DOL Form 5500 · 2024

Texas Farm Bureau 401(k) Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
1,033
Participants Near avg headcount
94th
Percentile by assets National rank
$175,895
Avg per participant Above avg balance/head
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Official DOL plan name: Texas Farm Bureau Companies 401(k) Plan · Sponsored by Texas Farm Bureau · Texas · Finance & Insurance

$182M in assets, 1,033 participants

Texas Farm Bureau's Texas Farm Bureau Companies 401(k) Plan reported $182M in total assets and 1,033 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,717 in Finance & Insurance (8,549 peers)

Where Texas Farm Bureau Companies 401(k) Plan sits by assets

Texas Farm Bureau Companies 401(k) Plan sits in the top 10% of all filed plans by assets, $182M for 1,033 participants (~$175,895/participant), up 10.6% in 2024.

#7,717
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Texas Farm Bureau Companies 401(k) Plan's outsized position by total assets

Texas Farm Bureau Companies 401(k) Plan vs every filed plan by assets

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

$181,699,882 Top 6% higher than 94% 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

Texas Farm Bureau Companies 401(k) 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 Companies 401(k) 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 Companies 401(k) Plan reported net income fell from $22M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Texas Farm Bureau Companies 401(k) Plan reported participants rose from 933 in the plan year 2023 filing to 1,033 in the plan year 2024 filing.
  • Texas Farm Bureau Companies 401(k) Plan end-of-year assets rose from $164M in the plan year 2023 filing to $182M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 741145986 · Texas Farm Bureau PY 2024 · 401(k)

Texas Farm Bureau Companies 401(k) Plan · $182M · 1,033 · 94th

  • EOY $182M
  • EOY 1,033
  • EOY 94th
  • EOY 401(k)
  • EOY near Jre & 4r Employee Retirement Plan
  • EOY ind #7717

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 Companies 401(k) Plan in the asset neighbourhood

Cavco Industries, Inc. 401(k) PlanCavco Industries, Inc. 401(k…$182MTexas Farm Bureau Companies 401(k) PlanTexas Farm Bureau Companies …$182MJre & 4r Employee Retirement PlanJre & 4r Employee Retirement…$182MWeather Group LLC 401(k) Savings PlanWeather Group LLC 401(k) Sav…$182MLiuna National 401(k) Retirement Savings PlanLiuna National 401(k) Retire…$182M
End-of-year total assets ($M) among Texas Farm Bureau Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$182M
Net Income$17M
Employer EIN741145986
Plan Effective Date2014-01-01
Filing StatusFILING 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
$200M$250M$300M 202220232024 $214M $282M ▲ +31.9%
Year Plans Participants Total Assets
2022 3 1,795 $214M
2023 3 1,959 $252M
2024 3 2,141 $282M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Texas Farm Bureau Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Farm Bureau Companies 401(k) Plan, Total assets ($B): 0.181699882 · Participants: 1033Texas Farm Bureau Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Texas Farm Bureau Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Texas Farm Bureau Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jre & 4r Employee Retirement Plan in VA ($182M); by covered participants it is The Ochin 401(k) Plan in OR (1,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($182M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,033 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 Texas Farm Bureau Companies 401(k) Plan assets move in 2024? ▼
Texas Farm Bureau Companies 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $164M to $182M. Reported net income was $17M.
How have Texas Farm Bureau plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Farm Bureau's sponsor-wide assets grew 31.9%, from $214M to $282M.
Where does Texas Farm Bureau Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Texas Farm Bureau Companies 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Texas Farm Bureau Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jre & 4r Employee Retirement Plan in VA ($182M, 1,968 participants).
Which 401(k) plans cover a similar participant headcount to Texas Farm Bureau Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ochin 401(k) Plan in OR (1,033 participants, $90M in assets).