Defined Benefit (Pension) · DOL Form 5500 · 2024

Bowie-Cass Electric Cooperative, Inc. Pension Plan

Data updated 2026-07-24

$33M
Total assets: 60
Participants: 79th
Percentile by assets: $556,360
Avg per participant

Official DOL plan name: Bowie-Cass Electric Cooperative, Inc. Retirement Plan · Sponsored by Bowie-Cass Electric Cooperative, Inc. · Texas · Utilities

$33M in assets, 60 participants

Bowie-Cass Electric Cooperative, Inc.'s Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported $33M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 116,472 plans)

Utilities sector rank

Within Utilities, Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks #305 of 707 2024 filers by assets (1639% of the sector average)-$33M for 60 participants.

$33M
total plan assets (2024 EOY): 60
covered participants: 79th
percentile by assets (of 116,472 plans): $556,360
avg assets per participant

Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Bowie-Cass Electric Cooperative, Inc. Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Bowie-Cass Electric Cooperative, Inc. Retirement Plan reported participants fell from 63 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Utilities

Rank #305 in Utilities

Among 707 Utilities plans that filed a Form 5500 for plan year 2024, Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks #305 by end-of-year assets - about 1639% of the sector average of $547M. Nationally it sits in the 79th percentile, a weaker position within its industry than across all filers.

Utilities filing particulars

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$33M
Net Income	$2M
Employer EIN	750150318
Plan Effective Date	1957-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bowie-Cass Electric Cooperative, Inc.)

Total plan assets by year, all Bowie-Cass Electric Cooperative, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	69	$27M
2023	1	63	$31M
2024	1	60	$33M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bowie-Cass Electric Cooperative, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $28.3B · 100,400
Exxonmobil Pension Plan $12.1B · 22,000
Chevron Retirement Plan $9.7B · 21,297
Shell Pension Plan $9.7B · 12,688
Caterpillar Inc. Retirement Income Plan $9.2B · 11,498

Compare Bowie-Cass Electric Cooperative, Inc. Re… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bowie-Cass Electric Cooperative, Inc. Retirement Plan by total assets, not by location.

G.O. Carlson, Inc. Salaried Employees Pension Plan (PA) $33M · 145
Park Community Credit Union Cash Balance Defined Benefit Plan and Trust (KY) $33M · 262
Amalgamated Retail Retirement Fund (NY) $33M · 19
Retirement Income Plan for Hourly Employees of Essex Group, Inc (GA) $33M · 131

Frequently Asked Questions

How did Bowie-Cass Electric Cooperative, Inc. Retirement Plan assets move in 2024? ▼

Bowie-Cass Electric Cooperative, Inc. Retirement Plan grew at a solid clip - up 6.5% during 2024, from $31M to $33M. Reported net income was $2M.

How have Bowie-Cass Electric Cooperative, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bowie-Cass Electric Cooperative, Inc.'s sponsor-wide assets grew 25.6%, from $27M to $33M.

Where does Bowie-Cass Electric Cooperative, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks in the 79th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Bowie-Cass Electric Cooperative, Inc. Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is G.O. Carlson, Inc. Salaried Employees Pension Plan in PA ($33M, 145 participants).

Next read for Bowie-Cass Electric Cooperative, Inc. Re…

Filing takeaways

Ways to act on Bowie-Cass Electric Cooperative, Inc. Retirement Plan's numbers.

By total assets, Bowie-Cass Electric Cooperative, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
Bowie-Cass Electric Cooperative, Inc.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Utilities plans

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 750150318.

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.