Defined Benefit (Pension) · DOL Form 5500 · 2022
Valero Energy Corporation Pension Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 6,677
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $329,562
- Avg per participant High balance/head
Official DOL plan name: Valero Energy Corporation Pension Plan · Sponsored by Valero Energy Corporation · Texas · Manufacturing
$2.2B in assets, 6,677 participants
Valero Energy Corporation's Valero Energy Corporation Pension Plan reported $2.2B in total assets and 6,677 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,407 in Manufacturing (20,602 peers)
Coverage in Texas
Valero Energy Corporation Pension Plan covers 6,677 participants in Texas, 9.7x the typical Texas plan (state average ~688 per filing). Assets: $2.2B.
- #20,407
- in Manufacturing (20,602 peers)
- -24.3%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
The plan reported a net loss of $708M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valero Energy Corporation Pension Plan's outsized position by total assets
Valero Energy Corporation Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,200,482,930 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Valero Energy Corporation Pension 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. Valero Energy Corporation Pension Plan lands in the large band (6,677 participants).
EBSA filing schedule strip
Filing strip 741828067 · Valero Energy Corporation PY 2022 · Defined Benefit (Pension)
Valero Energy Corporation Pension Plan · $2.2B · 6,677 · 99th
- NET $2.2B
- BOOK 6,677
- VS-ST 99th
- BOY Defined Benefit (Pension)
- SCH near Johns Hopkins Health System Corporation Retirement Plan
- EBSA ind #20407
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 Manufacturing retirement plans → · Plans in Texas →
Valero Energy Corporation Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$708M |
| Employer EIN | 741828067 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valero Energy Corporation)
Sponsor-wide plan assets over time
All Valero Energy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 23.127665052136518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,114 | $5.2B |
| 2023 | 7 | 29,885 | $11.1B |
| 2024 | 5 | 16,043 | $6.5B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Scale composition for Valero Energy Corporation Pension Plan
Valero Energy Corporation Pension Plan reports $2.2B in end-of-year assets across 6,677 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $329,562 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$708M.
This plan identity (EIN 741828067, plan #005) has 5 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.6B (+19.9%) while covered participants moved from 6,677 to 6,460 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,677 | $2.2B | This page |
| 2023 | 7,019 | $2.4B | Open filing |
| 2023 | 6,956 | $2.7B | Open filing |
| 2023 | 6,500 | $2.5B | Open filing |
| 2024 · index core | 6,460 | $2.6B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Valero Energy Corporation Thrift Plan (401(k), $3.4B, 8,053 participants)
- Valero Energy Corporation Pension Plan (Defined Benefit (Pension), $2.6B, 6,460 participants)
- Premcor Retirement Savings Plan (401(k), $325M, 715 participants)
Valero Energy Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Johns Hopkins Health System Corporation Retirement Plan in MD ($2.2B); by covered participants it is Pentegra Defined Benefit Plan for Financial Inst in NY (6,691 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Johns Hopkins Health System Corporation Retirement Plan (MD) $2.2B · 7,725
- Csx Pension Plan (FL) $2.2B · 2,728
- Teamsters Pension Trust Fund of Philadelphia & Vicinity (NJ) $2.2B · 10,363
- Retirement&security Program for Employees of Ntca and Its Members (VA) $2.2B · 10,724
Similar participant headcount
Nearest other-state filings by covered participants (6,677 participants); asset peers above are excluded.
- Pentegra Defined Benefit Plan for Financial Inst (NY) 6,691 · 14 off
- Medco Health Solutions, Inc. Cash Balance Retirement Plan (MO) 6,697 · 20 off
- Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan (MI) 6,601 · 76 off
- Electrical Workers Local No. 26 Pension Fund (MD) 6,786 · 109 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.