Burlington Northern Santa Fe 401(k) and pension plans

Burlington Northern Santa Fe, LLC, Fort Worth, TX. EIN 27-1754839. Annual reports 2009–2024. Also filed as Burlington Northern Santa Fe Corporation.

Burlington Northern Santa Fe, LLC has 2 active retirement plans on file. The largest is the Burlington Northern Santa Fe Retirement Plan, with 15,175 participants and $3.1 billion in assets in 2024. WTW has been its administrator since 2016.

Active plans: 2
Participants: 23,725
Plan assets: $5.6 billion
401(k) recordkeeper: Vanguard
Plans on file: 2
Industry: Transportation and warehousing

All 2 plans

Active plans first

Burlington Northern Santa Fe Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 27-1754839
Participants (2024): 15,175
Net assets (2024): $3.1 billion
Administered by: WTWEarlier: Mercer (2015), Alight (2010–2011)
Plan administrator: SVP & Chief Human Resource Officer
General Office Building, 2301 Lou Menk Drive
Fort Worth, TX 76131
(817) 352-1667As filed for 2024
In effect since: October 1, 1996

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,175	$3.1 billion	WTW
2023	15,507	$2.6 billion	WTW
2022	16,031	$2.3 billion	WTW
2021	16,432	$3.2 billion	WTW
2020	17,328	$2.9 billion	WTW
2019	17,768	$2.6 billion	WTW
2018	17,906	$2.5 billion	WTW
2017	18,138	$2.7 billion	WTW
2016	17,994	$2.5 billion	WTW
2015	18,406	$2.3 billion	Mercer
2014	18,558	$2.2 billion	not listed
2013	18,293	$2.3 billion	not listed
2012	18,259	$2.2 billion	not listed
2011	18,713	$1.9 billion	Alight
2010	18,595	$1.7 billion	Alight
2009	18,611	$1.7 billion	not listed

Burlington Northern Santa Fe Investment and Retirement Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 27-1754839
Participants (2024): 8,550
Net assets (2024): $2.5 billion
Recordkeeper: Vanguard2009–2024
Plan administrator: SVP & Chief Human Resources Officer Burlington Northern Sante Fe LLC
2301 Lou Menk Drive
Fort Worth, TX 76131
(817) 352-1667As filed for 2024
In effect since: January 1, 1997

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,550	$2.5 billion	Vanguard
2023	9,031	$2.3 billion	Vanguard
2022	8,961	$2.0 billion	Vanguard
2021	8,742	$2.4 billion	Vanguard
2020	8,810	$2.1 billion	Vanguard
2019	8,962	$1.9 billion	Vanguard
2018	8,745	$1.6 billion	Vanguard
2017	8,319	$1.7 billion	Vanguard
2016	8,507	$1.5 billion	Vanguard
2015	8,896	$1.4 billion	Vanguard
2014	8,454	$1.5 billion	Vanguard
2013	7,966	$1.4 billion	Vanguard
2012	7,572	$1.2 billion	Vanguard
2011	7,264	$1.1 billion	Vanguard
2010	6,921	$1.2 billion	Vanguard
2009	6,929	$1.1 billion	Vanguard

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Burlington Northern Santa Fe Investment and Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((817) 352-1667). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Burlington Northern Santa Fe Retirement Plan

Burlington Northern Santa Fe Investment and Retirement Plan

If you had money in one of these plans

What these numbers are

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