Burlington Northern Santa Fe 401(k) match, vesting and fees
What Burlington Northern Santa Fe's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 53 defined-contribution plans in transportation and warehousing with 5,000 to 9,999 participants.
| Burlington Northern Santa Fe: employer contribution per participant | $6,149 | |
| Peer median | $2,217 |
| Burlington Northern Santa Fe: average balance | $313,841 | |
| Peer median | $65,929 |
| Burlington Northern Santa Fe: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.3B at the end of plan year 2023 to $2.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,550 | $2.5B | $49.8M | $6,149 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 9,031 | $2.3B | $49.9M | $5,871 | <0.01% | Not published | Form 5500 ↗ |
Other Burlington Northern Santa Fe plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Burlington Northern Santa Fe Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Willis Towers Watson US LLC | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Burlington Northern Santa Fe match 401(k) contributions?
The match terms for the Burlington Northern Santa Fe Investment and Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $49.8M in employer contributions, about $6,149 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burlington Northern Santa Fe 401(k) match vested?
The vesting schedule for the Burlington Northern Santa Fe Investment and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burlington Northern Santa Fe 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Svp & Chief Human Resources Officer Burlington Northern Sante Fe LLC.
I left Burlington Northern Santa Fe. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Svp & Chief Human Resources Officer Burlington Northern Sante Fe LLC, (817) 352-1667) or the recordkeeper, The Vanguard Group, Inc.. The Burlington Northern Santa Fe old 401(k) page lists the contacts from every plan filing. Find an old Burlington Northern Santa Fe 401(k)
Data from the public Form 5500 annual reports Burlington Northern Santa Fe filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Burlington Northern Santa Fe. Not financial advice. Report a correction · Methodology