Texas Farm Bureau 401(k) match, vesting and fees
What Texas Farm Bureau'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Jaynes, Reitmeier, Boyd & Therrell (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Texas Farm Bureau: employer contribution per participant | $2,921 | |
| Peer median | $2,966 |
| Texas Farm Bureau: average balance | $149,794 | |
| Peer median | $104,792 |
| Texas Farm Bureau: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.10% |
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 $165M at the end of plan year 2021 to $182M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,227 | $182M | $3.5M | $2,921 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,152 | $164M | $3.2M | $2,846 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,026 | $143M | $2.9M | $2,805 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 995 | $165M | $2.8M | $2,799 | 0.07% | Not published | Form 5500 ↗ |
Other Texas Farm Bureau plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Texas Farm Bureau & Adopting Companies 401(k) Plan & Trust
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Texas Farm Bureau & Adopting Companies Defined Contribution 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Jaynes,reitmeier,boyd&Therrell, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Texas Farm Bureau match 401(k) contributions?
The match terms for the Texas Farm Bureau Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $2,921 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Texas Farm Bureau 401(k) match vested?
The vesting schedule for the Texas Farm Bureau Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Texas Farm Bureau 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Texas Farm Bureau.
I left Texas Farm Bureau. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Texas Farm Bureau, (254) 772-3030) or the recordkeeper, Newport Group, Inc.. The Texas Farm Bureau old 401(k) page lists the contacts from every plan filing. Find an old Texas Farm Bureau 401(k)
Data from the public Form 5500 annual reports Texas Farm Bureau filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Texas Farm Bureau. Not financial advice. Report a correction · Methodology