401(k) · DOL Form 5500 · 2024

Buc-Ee's, Ltd. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
5,308
Participants Above avg headcount
88th
Percentile by assets National rank
$13,341
Avg per participant Low balance/head
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Official DOL plan name: Company Savings Plan · Sponsored by Buc-Ee's, Ltd. · Texas · Retail Trade

$71M in assets, 5,308 participants

Buc-Ee's, Ltd.'s Company Savings Plan reported $71M in total assets and 5,308 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,492 in Retail Trade (8,048 peers)

Coverage in Texas

Company Savings Plan covers 5,308 participants in Texas, 7.7x the typical Texas plan (state average ~688 per filing). Assets: $71M.

#7,492
in Retail Trade (8,048 peers)
+53.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Company Savings Plan's outsized position by total assets

Company Savings Plan vs every filed plan by assets

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

$70,813,754 Top 12% higher than 88% 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

Company Savings 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. Company Savings Plan lands in the large band (5,308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Company Savings Plan end-of-year assets rose from $46M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Company Savings Plan reported participants rose from 3,615 in the plan year 2023 filing to 5,308 in the plan year 2024 filing.
  • Company Savings Plan reported net income rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760140292 · Buc-Ee's, Ltd. PY 2024 · 401(k)

Company Savings Plan · $71M · 5,308 · 88th

  • EIN $71M
  • RANK 5,308
  • PHOTO 88th
  • IND 401(k)
  • EOY near Forever Living Products International, LLC Profit Sharing & 401(k) Plan
  • 5500 ind #7492

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 Retail Trade retirement plans → · Plans in Texas →

Company Savings Plan in the asset neighbourhood

Forever Living Products International, LLC Profit Sharing & 401(k) PlanForever Living Products Inte…$71MCompany Savings Plan$71MMark G. Anderson Consultants, Inc. 401(k) Profit Sharing PlanMark G. Anderson Consultants…$71MMinneapolis Radiation Oncology Physicians, P.a. 401(k) Plan & TrustMinneapolis Radiation Oncolo…$71MMid Atlantic Capital Group Retirement Savings PlanMid Atlantic Capital Group R…$71M
End-of-year total assets ($M) among Company Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$71M
Net Income$25M
Employer EIN760140292
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Buc-Ee's, Ltd.)

Sponsor-wide plan assets over time

All Buc-Ee's, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 188.00347912209511% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $24.6M $70.8M ▲ +188.0%
Year Plans Participants Total Assets
2022 1 2,546 $25M
2023 1 3,615 $46M
2024 1 5,308 $71M

Nearby 401(k) Plans in Texas

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

Company Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Company Savings Plan, Total assets ($B): 0.070813754 · Participants: 5308Company Savings 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
Company Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Scale composition for Company Savings Plan

Company Savings Plan reports $71M in end-of-year assets across 5,308 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $13,341 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $25M.

This plan identity (EIN 760140292, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $25M to $71M (+188.0%) while covered participants moved from 2,546 to 5,308 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 2,546 $25M Open filing
2023 3,615 $46M Open filing
2024 · index core 5,308 $71M This page

Company Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Forever Living Products International, LLC Profit Sharing & 401(k) Plan in AZ ($71M); by covered participants it is Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan in IL (5,310 participants). Same-state nearby plans are listed separately above.

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 Company Savings Plan assets move in 2024?
Company Savings Plan surged - up 53.2% during 2024, from $46M to $71M. Reported net income was $25M.
How have Buc-Ee's, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Buc-Ee's, Ltd.'s sponsor-wide assets grew 188.0%, from $25M to $71M.
Where does Company Savings Plan rank by assets among Form 5500 filers?
Company Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Company Savings Plan?
Among 401(k) plans in other states, the closest by assets is Forever Living Products International, LLC Profit Sharing & 401(k) Plan in AZ ($71M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Company Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan in IL (5,310 participants, $2.7B in assets).