401(k) · DOL Form 5500 · 2022

United Refining Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
322
Participants Below avg headcount
83rd
Percentile by assets National rank
$98,387
Avg per participant Below avg balance/head
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Official DOL plan name: United Refining Company Incentive Savings Plan for Hourly Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing

$32M in assets, 322 participants

United Refining Company's United Refining Company Incentive Savings Plan for Hourly Employees reported $32M in total assets and 322 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.

  • #15,741 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

United Refining Company Incentive Savings Plan for Hourly Employees covers 322 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#15,741
in Manufacturing (20,602 peers)
-16.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Refining Company Incentive Savings Plan for Hourly Employees's outsized position by total assets

United Refining Company Incentive Savings Plan for Hourly Employees vs every filed plan by assets

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

$31,680,566 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

United Refining Company Incentive Savings Plan for Hourly 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. United Refining Company Incentive Savings Plan for Hourly Employees sits mid-pack in the medium band (322 participants).

Form 5500 schedule snapshot

Filing strip 251411751 · United Refining Company PY 2022 · 401(k)

United Refining Company Incentive Savings Plan for Hourly Employees · $32M · 322 · 83rd

  • ASSETS $32M
  • ASSETS 322
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Leadventure 401(k) Savings Plan
  • ASSETS ind #15741

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 Pennsylvania →

United Refining Company Incentive Savings Plan for Hourly Employees in the asset neighbourhood

United Refining Company Incentive Savings Plan for Hourly EmployeesUnited Refining Company Ince…$32MLeadventure 401(k) Savings PlanLeadventure 401(k) Savings P…$32MEncino Energy 401(k) Plan$32MCountry Visions Cooperative 401(k) Retirement Savings PlanCountry Visions Cooperative …$32MTapani, Inc. Retirement Savings PlanTapani, Inc. Retirement Savi…$32M
End-of-year total assets ($M) among United Refining Company Incentive Savings Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN251411751
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Refining Company)

Sponsor-wide plan assets over time

All United Refining Company plans reported in each filing year

Latest sponsor-wide plan assets
$134M 31.797403837400466% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $196M $134M ▼ -31.8%
Year Plans Participants Total Assets
2022 4 1,109 $196M
2023 4 1,120 $255M
2024 3 1,120 $134M

Nearby 401(k) Plans in Pennsylvania

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

United Refining Company Incentive Savings Plan for Hourly Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Refining Company Incentive Savings Plan for Hourly Employees, Total assets ($B): 0.031680566 · Participants: 322United Refining Company Incentive Savings Plan for Hourly EmployeesComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
United Refining Company Incentive Savings Plan for Hourly Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

United Refining Company Incentive Savings Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Leadventure 401(k) Savings Plan in OR ($32M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 United Refining Company Incentive Savings Plan for Hourly Employees assets move in 2022?
United Refining Company Incentive Savings Plan for Hourly Employees declined sharply - down 16.5% during 2022, from $38M to $32M. Reported net income was -$5M.
How have United Refining Company plan assets changed over time?
Across 3 plan years on file (2022-2024), United Refining Company's sponsor-wide assets declined 31.8%, from $196M to $134M.
Where does United Refining Company Incentive Savings Plan for Hourly Employees rank by assets among Form 5500 filers?
United Refining Company Incentive Savings Plan for Hourly Employees 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 United Refining Company Incentive Savings Plan for Hourly Employees?
Among 401(k) plans in other states, the closest by assets is Leadventure 401(k) Savings Plan in OR ($32M, 748 participants).
Which 401(k) plans cover a similar participant headcount to United Refining Company Incentive Savings Plan for Hourly Employees?
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 participants, N/A in assets).