Defined Benefit (Pension) · DOL Form 5500 · 2022

Petroleum Heat and Power Co., Inc. Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
115
Participants Small participant base
87th
Percentile by assets National rank
$385,264
Avg per participant High balance/head
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Official DOL plan name: Petroleum Heat and Power Co., Inc. Retirement Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$44M in assets, 115 participants

Petroleum Heat and Power Co., Inc.'s Petroleum Heat and Power Co., Inc. Retirement Plan reported $44M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,838 in Retail Trade (9,519 peers)

Coverage in Connecticut

Petroleum Heat and Power Co., Inc. Retirement Plan covers 115 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $44M.

#8,838
in Retail Trade (9,519 peers)
-26.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petroleum Heat and Power Co., Inc. Retirement Plan's outsized position by total assets

Petroleum Heat and Power Co., Inc. Retirement Plan vs every filed plan by assets

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

$44,305,337 Top 13% higher than 87% 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

Petroleum Heat and Power Co., Inc. Retirement Plan 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. Petroleum Heat and Power Co., Inc. Retirement Plan sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2022 · Defined Benefit (Pension)

Petroleum Heat and Power Co., Inc. Retirement Plan · $44M · 115 · 87th

  • PHOTO $44M
  • PHOTO 115
  • PHOTO 87th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near I.B.E.W. Local 139 Pension Plan
  • PHOTO ind #8838

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 →

Petroleum Heat and Power Co., Inc. Retirement Plan in the asset neighbourhood

I.B.E.W. Local 139 Pension PlanI.B.E.W. Local 139 Pension P…$44MPetroleum Heat and Power Co., Inc. Retirement PlanPetroleum Heat and Power Co.…$44MIBEW Local No. 246 Pension PlanIBEW Local No. 246 Pension P…$44MInspira Medical Centers, Inc. Cash Balance Retirement PlanInspira Medical Centers, Inc…$44MCedar Park Cemetery Employees' Pension PlanCedar Park Cemetery Employee…$44M
End-of-year total assets ($M) among Petroleum Heat and Power Co., Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$44M
Net Income-$16M
Employer EIN061183025
Plan Effective Date1958-07-01
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 Defined Benefit (Pension) Plans in Connecticut

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

Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Petroleum Heat and Power Co., Inc. Retirement Plan, Total assets ($B): 0.044305337 · Participants: 115Petroleum Heat and Power Co., Inc. Retirement PlanGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Petroleum Heat and Power Co., Inc. Retirement Plan side-by-side with 3 peers →

Petroleum Heat and Power Co., Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is I.B.E.W. Local 139 Pension Plan in NY ($44M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Petroleum Heat and Power Co., Inc. Retirement Plan assets move in 2022? ▼
Petroleum Heat and Power Co., Inc. Retirement Plan declined sharply - down 26.8% during 2022, from $60M to $44M. Reported net income was -$16M.
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 Petroleum Heat and Power Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Petroleum Heat and Power Co., Inc. Retirement Plan ranks in the 87th 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 Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.B.E.W. Local 139 Pension Plan in NY ($44M, 210 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (115 participants, $37M 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.