ESOP · DOL Form 5500 · 2022

American Refining Group, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
325
Participants Below avg headcount
86th
Percentile by assets National rank
$125,537
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Refining Group Employee Stock Ownership Plan · Sponsored by American Refining Group, Inc. · Pennsylvania · Manufacturing

$41M in assets, 325 participants

American Refining Group, Inc.'s American Refining Group Employee Stock Ownership Plan reported $41M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,452 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

American Refining Group Employee Stock Ownership Plan covers 325 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $41M.

#16,452
in Manufacturing (20,602 peers)
+46.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American Refining Group Employee Stock Ownership Plan's outsized position by total assets

American Refining Group Employee Stock Ownership Plan vs every filed plan by assets

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

$40,799,475 Top 14% higher than 86% 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

American Refining Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Refining Group Employee Stock Ownership Plan sits mid-pack in the medium band (325 participants).

Form 5500 schedule snapshot

Filing strip 222318612 · American Refining Group, Inc. PY 2022 · ESOP

American Refining Group Employee Stock Ownership Plan · $41M · 325 · 86th

  • NET $41M
  • BOOK 325
  • VS-ST 86th
  • BOY ESOP
  • SCH near Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan
  • EBSA ind #16452

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 What is an ESOP? → · Plans in Pennsylvania →

American Refining Group Employee Stock Ownership Plan in the asset neighbourhood

Blount Construction Company, Inc. Employee Stock Ownership PlanBlount Construction Company,…$41MAmerican Refining Group Employee Stock Ownership PlanAmerican Refining Group Empl…$41MBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanBierschbach Equipment & Supp…$41MBayer Construction Company, Inc. Employee Stock Ownership TrustBayer Construction Company, …$41MRehrig Pacific Holdings Inc. ESOPRehrig Pacific Holdings Inc.…$41M
End-of-year total assets ($M) among American Refining Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$41M
Net Income$13M
Employer EIN222318612
Plan Effective Date2009-11-02
Filing StatusFILING RECEIVED

Sponsor Plan History (American Refining Group, Inc.)

Sponsor-wide plan assets over time

All American Refining Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 32.69161770359965% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84M $111M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 651 $84M
2023 2 655 $99M
2024 2 646 $111M

Nearby ESOP Plans in Pennsylvania

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

American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants American Refining Group Employee Stock Ownership Plan, Total assets ($B): 0.040799475 · Participants: 325American Refining Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

American Refining Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan in SD ($41M); by covered participants it is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (325 participants). Same-state nearby plans are listed separately above.

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 American Refining Group Employee Stock Ownership Plan assets move in 2022? ▼
American Refining Group Employee Stock Ownership Plan surged - up 46.9% during 2022, from $28M to $41M. Reported net income was $13M.
How have American Refining Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Refining Group, Inc.'s sponsor-wide assets grew 32.7%, from $84M to $111M.
Where does American Refining Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American Refining Group Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan in SD ($41M, 82 participants).
Which ESOP plans cover a similar participant headcount to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (325 participants, $37M in assets).