Money Purchase · DOL Form 5500 · 2022

Petroleum Heat and Power Co., Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
39th
Percentile by assets National rank
$112,482
Avg per participant Below avg balance/head
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Official DOL plan name: Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$3M in assets, 24 participants

Petroleum Heat and Power Co., Inc.'s Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported $3M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,565 in Retail Trade (9,519 peers)

2022 asset change

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 pulled back noticeably 9.2% in 2022 ($3M → $3M) for 24 participants.

#4,565
in Retail Trade (9,519 peers)
-9.2%
assets change YoY

The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meenan Oil Savings Plan for Employees Who Are Members of Local #469's mid-pack asset rank among Retail Trade and all filers

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,699,568 39th percentile higher than 39% of 139,123 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 2022

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meenan Oil Savings Plan for Employees Who Are Members of Local #469 is a small filing (24 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 113083408 · Petroleum Heat and Power Co., Inc. PY 2022 · Money Purchase

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · $3M · 24 · 39th

  • EIN $3M
  • RANK 24
  • PHOTO 39th
  • IND Money Purchase
  • EOY near Holsum Bakery Bakers and Sanitors' Pension Plan
  • 5500 ind #4565

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 Retail Trade retirement plans → · Plans in Connecticut →

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 in the asset neighbourhood

M. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$3MHawaii Teamsters Meat Cutters Annuity PlanHawaii Teamsters Meat Cutter…$3MMeenan Oil Savings Plan for Employees Who Are Members of Local #469Meenan Oil Savings Plan for …$3MHolsum Bakery Bakers and Sanitors' Pension PlanHolsum Bakery Bakers and San…$3MHanbery & Turner PA Money Purchase Pension PlanHanbery & Turner PA Money Pu…$3M
End-of-year total assets ($M) among Meenan Oil Savings Plan for Employees Who Are Members of Local #469 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Petroleum Heat and Power Co., Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Petroleum Heat and Power Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.9550505858715175% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.7M $2.91M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 23 $3M
2024 1 25 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$274K
Employer EIN113083408
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Meenan Oil Savings Plan for Employees Who Are Members of Local #469 vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Meenan Oil Savings Plan for Employees Who Are Members of Local #469, Total assets ($M): 2.699568 · Participants: 24Meenan Oil Savings Plan for Employees Who Are Members of Local #469New England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried Employees
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 vs. nearby Money Purchase plans in Connecticut, assets vs. participants

Meenan Oil Savings Plan for Employees Who Are Members of Local #469's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Holsum Bakery Bakers and Sanitors' Pension Plan in GA ($3M); by covered participants it is David Chapman Agency Money Purchase Plan in MI (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Meenan Oil Savings Plan for Employees Who Are Members of Local #469 assets move in 2022? ▼
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 pulled back noticeably - down 9.2% during 2022, from $3M to $3M. Reported net income was -$274K.
How have Petroleum Heat and Power Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petroleum Heat and Power Co., Inc.'s sponsor-wide assets grew 8.0%, from $3M to $3M.
Which Money Purchase plans are similar in size to Meenan Oil Savings Plan for Employees Who Are Members of Local #469? ▼
Among Money Purchase plans in other states, the closest by assets is Holsum Bakery Bakers and Sanitors' Pension Plan in GA ($3M, 184 participants).
Which Money Purchase plans cover a similar participant headcount to Meenan Oil Savings Plan for Employees Who Are Members of Local #469? ▼
Among Money Purchase plans in other states, the closest by covered participants is David Chapman Agency Money Purchase Plan in MI (24 participants, $11M in assets).