401(k) · DOL Form 5500 · 2022

Petroleum Heat and Power Co., Inc. 401(k) Plan

Data updated 2026-08-11

$274M
Total assets
2,371
Participants
97th
Percentile by assets
$115,401
Avg per participant
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Official DOL plan name: Retirement Savings Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$274M in assets, 2,371 participants

Petroleum Heat and Power Co., Inc.'s Retirement Savings Plan reported $274M in total assets and 2,371 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #9,339 in Retail Trade (9,519 peers)

Coverage in Connecticut

Retirement Savings Plan covers 2,371 participants in Connecticut, 3.3x the typical Connecticut plan (state average ~718 per filing). Assets: $274M.

$274M
total plan assets (2022 EOY)
2,371
covered participants
97th
percentile by assets (of 139,126 plans)
$115,401
avg assets per participant

The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Retirement Savings Plan reports 2,371 participants - 3.3x that state average ($274M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$341M
Net Assets (End of Year)$274M
Net Income-$67M
Employer EIN061183025
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petroleum Heat and Power Co., Inc.)

$300M$350M$400M$450M 202220232024 $318M $396M ▲ +24.4%
Total plan assets by year, all Petroleum Heat and Power Co., Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,486 $318M
2023 2 2,490 $363M
2024 2 2,428 $396M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Retirement Savings P…United Technologies …GE Retirement Saving…Citi Retirement Savi…The Hartford Investm…Xerox Corporation Sa…
Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Retirement Savings Plan assets move in 2022?
Retirement Savings Plan declined sharply - down 19.7% during 2022, from $341M to $274M. Reported net income was -$67M.
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 24.4%, from $318M to $396M.
Where does Retirement Savings Plan rank by assets among Form 5500 filers?
Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is The Vancouver Clinic, Inc., P.S. 401(k) Retirement Savings Plan in WA ($273M, 1,900 participants).

Filing takeaways

Ways to act on Retirement Savings Plan's numbers.

  • By total assets, Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Petroleum Heat and Power Co., Inc.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Retail Trade plans