401(k) · DOL Form 5500 · 2024
Burlington Northern Santa Fe, LLC 401(k) Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 6,424
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $396,010
- Avg per participant High balance/head
Official DOL plan name: Burlington Northern Santa Fe Investment and Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Transportation & Warehousing
$2.5B in assets, 6,424 participants
Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Investment and Retirement Plan reported $2.5B in total assets and 6,424 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,262 in Transportation & Warehousing (3,299 peers)
Coverage in Texas
Burlington Northern Santa Fe Investment and Retirement Plan covers 6,424 participants in Texas, 9.3x the typical Texas plan (state average ~688 per filing). Assets: $2.5B.
- #3,262
- in Transportation & Warehousing (3,299 peers)
- +11.4%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
Burlington Northern Santa Fe Investment and Retirement Plan's outsized position by total assets
Burlington Northern Santa Fe Investment and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,543,965,706 Top 1% higher than 99% 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
Burlington Northern Santa Fe Investment and Retirement 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. Burlington Northern Santa Fe Investment and Retirement Plan lands in the large band (6,424 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Burlington Northern Santa Fe Investment and Retirement Plan reported net income fell from $303M in the plan year 2023 filing to $264M in the plan year 2024 filing.
- Burlington Northern Santa Fe Investment and Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- Burlington Northern Santa Fe Investment and Retirement Plan reported participants fell from 6,551 in the plan year 2023 filing to 6,424 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2024 · 401(k)
Burlington Northern Santa Fe Investment and Retirement Plan · $2.5B · 6,424 · 99th
- BOY $2.5B
- BOY 6,424
- BOY 99th
- BOY 401(k)
- BOY near Idaho National Laboratory Employee Investment Plan
- BOY ind #3262
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 Transportation & Warehousing retirement plans → · Plans in Texas →
Burlington Northern Santa Fe Investment and Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $264M |
| Employer EIN | 271754839 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Burlington Northern Santa Fe, LLC)
Sponsor-wide plan assets over time
All Burlington Northern Santa Fe, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.6B 29.627915672602477% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,980 | $4.3B |
| 2023 | 2 | 11,673 | $4.9B |
| 2024 | 2 | 11,183 | $5.6B |
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
Scale composition for Burlington Northern Santa Fe Investment and Retirement Plan
Burlington Northern Santa Fe Investment and Retirement Plan reports $2.5B in end-of-year assets across 6,424 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $396,010 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2024 was $264M.
This plan identity (EIN 271754839, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.5B (+28.6%) while covered participants moved from 6,423 to 6,424 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,423 | $2.0B | Open filing |
| 2023 | 6,551 | $2.3B | Open filing |
| 2024 · index core | 6,424 | $2.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Burlington Northern Santa Fe Retirement Plan (Defined Benefit (Pension), $3.1B, 4,759 participants)
Burlington Northern Santa Fe Investment and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Idaho National Laboratory Employee Investment Plan in ID ($2.5B); by covered participants it is Pci Gaming Authority 401(k) Retirement Plan in AL (6,426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- Idaho National Laboratory Employee Investment Plan (ID) $2.5B · 6,632
- Novo Nordisk Inc. 401(k) Savings Plan (NJ) $2.5B · 7,904
- Genuine Parts Company 401(k) Savings Plan (GA) $2.5B · 29,481
- Mars Veterinary Health 401(k) Savings Plan (NJ) $2.6B · 33,476
Similar participant headcount
Nearest other-state filings by covered participants (6,424 participants); asset peers above are excluded.
- Pci Gaming Authority 401(k) Retirement Plan (AL) 6,426 · 2 off
- Apella Health Management, Inc. Retirement Savings Plan (SC) 6,429 · 5 off
- Arvest Bank 401(k) & Profit Sharing Retirement Plan (AR) 6,430 · 6 off
- Hawaii Carpenters 401(k) Fd (HI) 6,413 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.