Defined Benefit (Pension) · DOL Form 5500 · 2022

Totalenergies Finance USA, Inc. Pension Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
1,386
Participants Near avg headcount
92nd
Percentile by assets National rank
$67,804
Avg per participant Below avg balance/head
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Official DOL plan name: Totalenergies Finance USA, Inc. Cash Balance Pension Plan · Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing

$94M in assets, 1,386 participants

Totalenergies Finance USA, Inc.'s Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported $94M in total assets and 1,386 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.

  • #18,210 in Manufacturing (20,602 peers)

Coverage in Texas

Totalenergies Finance USA, Inc. Cash Balance Pension Plan covers 1,386 participants in Texas, 2.0x the typical Texas plan (state average ~688 per filing). Assets: $94M.

#18,210
in Manufacturing (20,602 peers)
+7.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Totalenergies Finance USA, Inc. Cash Balance Pension Plan's outsized position by total assets

Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$93,976,955 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

Totalenergies Finance USA, Inc. Cash Balance 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. Totalenergies Finance USA, Inc. Cash Balance Pension Plan lands in the large band (1,386 participants).

DOL schedule card

Filing strip 233060301 · Totalenergies Finance USA, Inc. PY 2022 · Defined Benefit (Pension)

Totalenergies Finance USA, Inc. Cash Balance Pension Plan · $94M · 1,386 · 92nd

  • IND $94M
  • EOY 1,386
  • 5500 92nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Retirement Income Plan for the Employees of Dannon
  • EIN ind #18210

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 →

Totalenergies Finance USA, Inc. Cash Balance Pension Plan in the asset neighbourhood

The Southern Connecticut Gas Company Pension Plan for Union EmployeesThe Southern Connecticut Gas…$94MCh2m Hill Omi Retirement Plan$94MTotalenergies Finance USA, Inc. Cash Balance Pension PlanTotalenergies Finance USA, I…$94MRetirement Income Plan for the Employees of DannonRetirement Income Plan for t…$94MSullivan & Cromwell LLP Supplemental Pension Plan for PartnersSullivan & Cromwell LLP Supp…$94M
End-of-year total assets ($M) among Totalenergies Finance USA, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$94M
Net Income$6M
Employer EIN233060301
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Totalenergies Finance USA, Inc.)

Sponsor-wide plan assets over time

All Totalenergies Finance USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 12.40643672950945% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.38B $1.55B ▲ +12.3%
Year Plans Participants Total Assets
2022 3 4,468 $1.4B
2023 3 4,498 $1.5B
2024 3 4,355 $1.5B

Nearby Defined Benefit (Pension) Plans in Texas

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

Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Totalenergies Finance USA, Inc. Cash Balance Pension Plan, Total assets ($B): 0.093976955 · Participants: 1386Totalenergies Finance USA, Inc. Cash Balance Pension PlanAT&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
Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Totalenergies Finance USA, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Totalenergies Finance USA, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for the Employees of Dannon in NY ($94M); by covered participants it is Volvo Group North America New River Valley Pension Plan in NC (1,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,386 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 Totalenergies Finance USA, Inc. Cash Balance Pension Plan assets move in 2022? ▼
Totalenergies Finance USA, Inc. Cash Balance Pension Plan grew at a solid clip - up 7.3% during 2022, from $88M to $94M. Reported net income was $6M.
How have Totalenergies Finance USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Totalenergies Finance USA, Inc.'s sponsor-wide assets grew 12.4%, from $1.4B to $1.5B.
Where does Totalenergies Finance USA, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Totalenergies Finance USA, Inc. Cash Balance Pension Plan 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 Defined Benefit (Pension) plans are similar in size to Totalenergies Finance USA, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for the Employees of Dannon in NY ($94M, 582 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Totalenergies Finance USA, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Volvo Group North America New River Valley Pension Plan in NC (1,386 participants, $314M 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 233060301.

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.