401(k) · DOL Form 5500 · 2022

Houston Refining LP 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
405
Participants Below avg headcount
92nd
Percentile by assets National rank
$203,874
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Refining LP 401(k) and Savings Plan for Represented Employees · Sponsored by Houston Refining LP · Texas · Manufacturing

$83M in assets, 405 participants

Houston Refining LP's Houston Refining LP 401(k) and Savings Plan for Represented Employees reported $83M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,003 in Manufacturing (20,602 peers)

Where Houston Refining LP 401(k) and Savings Plan for Represented Employees sits by assets

Houston Refining LP 401(k) and Savings Plan for Represented Employees sits in the top 10% of all filed plans by assets, $83M for 405 participants (~$203,874/participant), down 24.8% in 2022.

#18,003
in Manufacturing (20,602 peers)
-24.8%
assets change YoY
0.8×
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 401(k) and Savings Plan for Represented Employees's outsized position by total assets

Houston Refining LP 401(k) and Savings Plan for Represented Employees vs every filed plan by assets

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

$82,568,957 Top 8% higher than 92% 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 401(k) and Savings 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 401(k) and Savings Plan for Represented Employees sits mid-pack in the medium band (405 participants).

Form 5500 schedule snapshot

Filing strip 760395303 · Houston Refining LP PY 2022 · 401(k)

Houston Refining LP 401(k) and Savings Plan for Represented Employees · $83M · 405 · 92nd

  • 5500 $83M
  • ASSETS 405
  • PCT 92nd
  • EIN 401(k)
  • RANK near Orthopaedics Northeast, PC Profit Sharing Plan
  • PHOTO ind #18003

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 401(k) and Savings Plan for Represented Employees in the asset neighbourhood

Abacus Technology Corporation 401(k) Plan and TrustAbacus Technology Corporatio…$83MHouston Refining LP 401(k) and Savings Plan for Represented EmployeesHouston Refining LP 401(k) a…$83MOrthopaedics Northeast, PC Profit Sharing PlanOrthopaedics Northeast, PC P…$83MWest Star Aviation, LLC 401(k) PlanWest Star Aviation, LLC 401(…$83MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$83M
End-of-year total assets ($M) among Houston Refining LP 401(k) and Savings Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$83M
Net Income-$25M
Employer EIN760395303
Plan Effective Date1993-08-23
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 401(k) Plans in Texas

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

Houston Refining LP 401(k) and Savings Plan for Represented Employees vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Houston Refining LP 401(k) and Savings Plan for Represented Employees, Total assets ($B): 0.082568957 · Participants: 405Houston Refining LP 401(k) and Savings Plan for Represented EmployeesAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Houston Refining LP 401(k) and Savings Plan for Represented Employees vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Houston Refining LP 401(k) and Savings Plan for Represented Employees side-by-side with 3 peers →

Houston Refining LP 401(k) and Savings Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Orthopaedics Northeast, PC Profit Sharing Plan in IN ($83M); by covered participants it is Pennock Hospital 401(a) Retirement Plan in MI (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 401(k) and Savings Plan for Represented Employees assets move in 2022? ▼
Houston Refining LP 401(k) and Savings Plan for Represented Employees declined sharply - down 24.8% during 2022, from $110M to $83M. 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 401(k) and Savings Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Houston Refining LP 401(k) and Savings Plan for Represented Employees ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Houston Refining LP 401(k) and Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedics Northeast, PC Profit Sharing Plan in IN ($83M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Houston Refining LP 401(k) and Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennock Hospital 401(a) Retirement Plan in MI (405 participants, $317K 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.