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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $17M |
| Employer EIN | 741145986 |
| Plan Effective Date | 2014-01-01 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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).
- Jre & 4r Employee Retirement Plan (VA) $182M · 1,968
- Weather Group LLC 401(k) Savings Plan (GA) $182M · 862
- Cavco Industries, Inc. 401(k) Plan (AZ) $182M · 4,661
- Liuna National 401(k) Retirement Savings Plan (DC) $182M · 1,623
Similar participant headcount
Nearest other-state filings by covered participants (1,033 participants); asset peers above are excluded.
- The Ochin 401(k) Plan (OR) 1,033 · 0 off
- Eastman Credit Union 401(k) Investment Plan (TN) 1,033 · 0 off
- Clariant Retirement Savings Plan (NC) 1,033 · 0 off
- Okland 401(k) Profit Sharing Plan (UT) 1,033 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.