Defined Benefit (Pension) · DOL Form 5500 · 2022

Houston Refining LP Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
283
Participants Below avg headcount
89th
Percentile by assets National rank
$214,105
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Refining LP Retirement Plan for Represented Employees · Sponsored by Houston Refining LP · Texas · Manufacturing

$61M in assets, 283 participants

Houston Refining LP's Houston Refining LP Retirement Plan for Represented Employees reported $61M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,398 in Manufacturing (20,602 peers)

Coverage in Texas

Houston Refining LP Retirement Plan for Represented Employees covers 283 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $61M.

#17,398
in Manufacturing (20,602 peers)
-29.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houston Refining LP Retirement Plan for Represented Employees's outsized position by total assets

Houston Refining LP Retirement Plan for Represented Employees vs every filed plan by assets

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

$60,591,691 Top 11% higher than 89% 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

Houston Refining LP Retirement Plan for Represented Employees 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. Houston Refining LP Retirement Plan for Represented Employees sits mid-pack in the medium band (283 participants).

Published 5500 schedule card

Filing strip 760395303 · Houston Refining LP PY 2022 · Defined Benefit (Pension)

Houston Refining LP Retirement Plan for Represented Employees · $61M · 283 · 89th

  • BOOK $61M
  • VS-ST 283
  • BOY 89th
  • SCH Defined Benefit (Pension)
  • EBSA near Electron Devices Bargained Plan
  • PART ind #17398

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 →

Houston Refining LP Retirement Plan for Represented Employees in the asset neighbourhood

Copic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$61MCorning Hospital Pension Plan$61MHouston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$61MElectron Devices Bargained PlanElectron Devices Bargained P…$61MThe Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$60M
End-of-year total assets ($M) among Houston Refining LP Retirement Plan for Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$61M
Net Income-$25M
Employer EIN760395303
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Refining LP)

Sponsor-wide plan assets over time

All Houston Refining LP plans reported in each filing year

Latest sponsor-wide plan assets
$185M 29.349061063205024% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $143M $185M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 688 $143M
2023 2 620 $161M
2024 2 627 $185M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Houston Refining LP Retirement Plan for Represented Employees, Total assets ($B): 0.060591691 · Participants: 283Houston Refining LP Retirement Plan for Represented EmployeesAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Refining LP Retirement Plan for Represented Employees side-by-side with 3 peers →

Houston Refining LP Retirement Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Electron Devices Bargained Plan in CA ($61M); by covered participants it is Dupont Community Credit Union Defined Benefit Plan in VA (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Houston Refining LP Retirement Plan for Represented Employees assets move in 2022? ▼
Houston Refining LP Retirement Plan for Represented Employees declined sharply - down 29.1% during 2022, from $85M to $61M. Reported net income was -$25M.
How have Houston Refining LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Refining LP's sponsor-wide assets grew 29.3%, from $143M to $185M.
Where does Houston Refining LP Retirement Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Houston Refining LP Retirement Plan for Represented Employees ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electron Devices Bargained Plan in CA ($61M, 61 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dupont Community Credit Union Defined Benefit Plan in VA (283 participants, $36M 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 760395303.

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.