401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$274M
Total assets Near avg plan size
2,371
Participants Above avg headcount
97th
Percentile by assets National rank
$115,401
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#9,339
in Retail Trade (9,519 peers)
-19.7%
assets change YoY
2.7×
vs typical plan assets (national mean)

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.

Retirement Savings Plan's outsized position by total assets

Retirement Savings Plan vs every filed plan by assets

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

$273,615,504 Top 3% higher than 97% 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

Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan lands in the large band (2,371 participants).

Plan-year Form 5500 strip

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2022 · 401(k)

Retirement Savings Plan · $274M · 2,371 · 97th

  • PCT $274M
  • PCT 2,371
  • PCT 97th
  • PCT 401(k)
  • PCT near The Vancouver Clinic, Inc., P.S. 401(k) Retirement Savings Plan
  • PCT ind #9339

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 →

Retirement Savings Plan in the asset neighbourhood

Hinshaw & Culbertson LLP Retirement Savings and 401(k) PlanHinshaw & Culbertson LLP Ret…$274MOldcastle Building Envelope 401(k) PlanOldcastle Building Envelope …$274MRetirement Savings Plan$274MThe Vancouver Clinic, Inc., P.S. 401(k) Retirement Savings PlanThe Vancouver Clinic, Inc., …$273MPromega Salary Deferral Profit Sharing PlanPromega Salary Deferral Prof…$273M
End-of-year total assets ($M) among Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$396M 24.432003185346378% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $318M $396M ▲ +24.4%
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 Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Retirement Savings Plan, Total assets ($B): 0.273615504 · Participants: 2371Retirement Savings PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Retirement Savings Plan side-by-side with 3 peers →

Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Vancouver Clinic, Inc., P.S. 401(k) Retirement Savings Plan in WA ($273M); by covered participants it is Invo Holdings 401(k) Plan in FL (2,371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,371 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 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).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Invo Holdings 401(k) Plan in FL (2,371 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061183025.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.