401(k) · DOL Form 5500 · 2022

San Joaquin Refining Company, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
129
Participants Small participant base
83rd
Percentile by assets National rank
$229,755
Avg per participant Above avg balance/head
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Official DOL plan name: San Joaquin Refining Company 401(k) Plan · Sponsored by San Joaquin Refining Company, Inc. · California · Manufacturing

$30M in assets, 129 participants

San Joaquin Refining Company, Inc.'s San Joaquin Refining Company 401(k) Plan reported $30M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,547 in Manufacturing (20,602 peers)

Coverage in California

San Joaquin Refining Company 401(k) Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $30M.

#15,547
in Manufacturing (20,602 peers)
-15.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Joaquin Refining Company 401(k) Plan's outsized position by total assets

San Joaquin Refining Company 401(k) Plan vs every filed plan by assets

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

$29,638,365 Top 17% higher than 83% 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

San Joaquin Refining Company 401(k) 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. San Joaquin Refining Company 401(k) Plan sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 953341023 · San Joaquin Refining Company, Inc. PY 2022 · 401(k)

San Joaquin Refining Company 401(k) Plan · $30M · 129 · 83rd

  • EBSA $30M
  • PART 129
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Midwest Emergency Department Specialists Pension Plan
  • VS-ST ind #15547

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 California →

San Joaquin Refining Company 401(k) Plan in the asset neighbourhood

San Joaquin Refining Company 401(k) PlanSan Joaquin Refining Company…$30MMidwest Emergency Department Specialists Pension PlanMidwest Emergency Department…$30MFletcher Tilton PC Profit Sharing Plan and TrustFletcher Tilton PC Profit Sh…$30MBalluff, Inc. 401(k) Profit Sharing PlanBalluff, Inc. 401(k) Profit …$30MSoutheast Texas Classic Automotive, Inc. 401 (K) Profit Sharing PlanSoutheast Texas Classic Auto…$30M
End-of-year total assets ($M) among San Joaquin Refining Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN953341023
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Joaquin Refining Company, Inc.)

Sponsor-wide plan assets over time

All San Joaquin Refining Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 22.208347187842513% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.6M $36.2M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 129 $30M
2023 1 125 $33M
2024 1 125 $36M

Nearby 401(k) Plans in California

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

San Joaquin Refining Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Joaquin Refining Company 401(k) Plan, Total assets ($B): 0.029638365 · Participants: 129San Joaquin Refining Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
San Joaquin Refining Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Joaquin Refining Company 401(k) Plan side-by-side with 3 peers →

San Joaquin Refining Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Midwest Emergency Department Specialists Pension Plan in IL ($30M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 San Joaquin Refining Company 401(k) Plan assets move in 2022? ▼
San Joaquin Refining Company 401(k) Plan declined sharply - down 15.7% during 2022, from $35M to $30M. Reported net income was -$6M.
How have San Joaquin Refining Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Joaquin Refining Company, Inc.'s sponsor-wide assets grew 22.2%, from $30M to $36M.
Where does San Joaquin Refining Company 401(k) Plan rank by assets among Form 5500 filers? ▼
San Joaquin Refining Company 401(k) Plan ranks in the 83rd 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 401(k) plans are similar in size to San Joaquin Refining Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Emergency Department Specialists Pension Plan in IL ($30M, 85 participants).
Which 401(k) plans cover a similar participant headcount to San Joaquin Refining Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 953341023.

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.