Defined Benefit (Pension) · DOL Form 5500 · 2024

Burlington Northern Santa Fe, LLC Pension Plan

Data updated 2026-08-25

$3.1B
Total assets Very large vs avg
4,759
Participants Above avg headcount
99th
Percentile by assets National rank
$643,241
Avg per participant High balance/head
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Official DOL plan name: Burlington Northern Santa Fe Retirement Plan · Sponsored by Burlington Northern Santa Fe, LLC · Texas · Transportation & Warehousing

$3.1B in assets, 4,759 participants

Burlington Northern Santa Fe, LLC's Burlington Northern Santa Fe Retirement Plan reported $3.1B in total assets and 4,759 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.

  • #3,270 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Burlington Northern Santa Fe Retirement Plan covers 4,759 participants in Texas, 6.9x the typical Texas plan (state average ~688 per filing). Assets: $3.1B.

#3,270
in Transportation & Warehousing (3,299 peers)
+17.6%
assets growth YoY
31×
vs typical plan assets (national mean)

Burlington Northern Santa Fe Retirement Plan's outsized position by total assets

Burlington Northern Santa Fe Retirement Plan vs every filed plan by assets

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

$3,061,185,844 Top 1% higher than 99% 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

Burlington Northern Santa Fe 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 Retirement Plan lands in the large band (4,759 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Burlington Northern Santa Fe Retirement Plan reported net income rose from $257M in the plan year 2023 filing to $458M in the plan year 2024 filing.
  • Burlington Northern Santa Fe Retirement Plan end-of-year assets rose from $2.6B in the plan year 2023 filing to $3.1B in the plan year 2024 filing.
  • Burlington Northern Santa Fe Retirement Plan reported participants fell from 5,122 in the plan year 2023 filing to 4,759 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271754839 · Burlington Northern Santa Fe, LLC PY 2024 · Defined Benefit (Pension)

Burlington Northern Santa Fe Retirement Plan · $3.1B · 4,759 · 99th

  • PHOTO $3.1B
  • IND 4,759
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Pentegra Defined Benefit Plan for Financial Inst
  • PCT ind #3270

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 Retirement Plan in the asset neighbourhood

Operating Engineers Pension TrustOperating Engineers Pension …$3.1BBurlington Northern Santa Fe Retirement PlanBurlington Northern Santa Fe…$3.1BPentegra Defined Benefit Plan for Financial InstPentegra Defined Benefit Pla…$3.0BFactory Mutual Insurance Company Pension PlanFactory Mutual Insurance Com…$3.0BExcavators Union Local 731 Pension FundExcavators Union Local 731 P…$3.0B
End-of-year total assets ($B) among Burlington Northern Santa Fe Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2.6B
Net Assets (End of Year)$3.1B
Net Income$458M
Employer EIN271754839
Plan Effective Date1996-10-01
Filing StatusFILING 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
$4B$4.5B$5B$5.5B$6B 202220232024 $4.32B $5.61B ▲ +29.9%
Year Plans Participants Total Assets
2022 2 11,980 $4.3B
2023 2 11,673 $4.9B
2024 2 11,183 $5.6B

Nearby Defined Benefit (Pension) Plans in Texas

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

Burlington Northern Santa Fe Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Burlington Northern Santa Fe Retirement Plan, Total assets ($B): 3.061185844 · Participants: 4759Burlington Northern Santa Fe Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Burlington Northern Santa Fe Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Burlington Northern Santa Fe Retirement Plan side-by-side with 3 peers →

Burlington Northern Santa Fe Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pentegra Defined Benefit Plan for Financial Inst in NY ($3.0B); by covered participants it is Pipe Trades Services Mn Pension Fund in MN (4,759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,759 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 Burlington Northern Santa Fe Retirement Plan assets move in 2024? ▼
Burlington Northern Santa Fe Retirement Plan grew sharply - up 17.6% during 2024, from $2.6B to $3.1B. Reported net income was $458M.
How have Burlington Northern Santa Fe, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Burlington Northern Santa Fe, LLC's sponsor-wide assets grew 29.6%, from $4.3B to $5.6B.
Where does Burlington Northern Santa Fe Retirement Plan rank by assets among Form 5500 filers? ▼
Burlington Northern Santa Fe Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Burlington Northern Santa Fe Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pentegra Defined Benefit Plan for Financial Inst in NY ($3.0B, 5,009 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Burlington Northern Santa Fe Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pipe Trades Services Mn Pension Fund in MN (4,759 participants, $1.6B in assets).

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 271754839.

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.