401(k) · DOL Form 5500 · 2022

United Refining Company of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,478
Participants Near avg headcount
62nd
Percentile by assets National rank
$5,727
Avg per participant Low balance/head
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Official DOL plan name: United Refining Company of PA Incentive Savings Plan · Sponsored by United Refining Company of Pennsylvania · Pennsylvania · Manufacturing

$8M in assets, 1,478 participants

United Refining Company of Pennsylvania's United Refining Company of PA Incentive Savings Plan reported $8M in total assets and 1,478 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,850 in Manufacturing (20,602 peers)

United Refining Company of Pennsylvania multi-year trail

United Refining Company of Pennsylvania's plans moved +37.6% in assets from 2022 to 2024; this filing shows United Refining Company of PA Incentive Savings Plan at $8M / 1,478 participants.

#9,850
in Manufacturing (20,602 peers)
-13.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Refining Company of PA Incentive Savings Plan's mid-pack asset rank among Manufacturing and all filers

United Refining Company of PA Incentive Savings Plan vs every filed plan by assets

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

$8,463,909 Top 38% higher than 62% 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 of PA Incentive Savings 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. United Refining Company of PA Incentive Savings Plan lands in the large band (1,478 participants).

DOL schedule card

Filing strip 250850960 · United Refining Company of Pennsylvania PY 2022 · 401(k)

United Refining Company of PA Incentive Savings Plan · $8M · 1,478 · 62nd

  • PCT $8M
  • PCT 1,478
  • PCT 62nd
  • PCT 401(k)
  • PCT near First Federal Savings Bank of Lincolnton 401(k) Plan
  • PCT ind #9850

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 of PA Incentive Savings Plan in the asset neighbourhood

United Refining Company of PA Incentive Savings PlanUnited Refining Company of P…$8MFirst Federal Savings Bank of Lincolnton 401(k) PlanFirst Federal Savings Bank o…$8MDerby Fabricating Solutions, LLC 401(k) Retirement PlanDerby Fabricating Solutions,…$8MMarrakech, Inc 401(k) and Profit Sharing PlanMarrakech, Inc 401(k) and Pr…$8MWellmore, Inc. 401(k) and Profit Sharing PlanWellmore, Inc. 401(k) and Pr…$8M
End-of-year total assets ($M) among United Refining Company of PA Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

United Refining Company of Pennsylvania multi-year asset trail

Sponsor-wide plan assets over time

All United Refining Company of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.64604283204535% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.91M $12.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 2,006 $9M
2023 2 1,545 $10M
2024 1 1,736 $12M

United Refining Company of Pennsylvania filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN250850960
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

United Refining Company of PA Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Refining Company of PA Incentive Savings Plan, Total assets ($B): 0.008463909 · Participants: 1478United Refining Company of PA Incentive Savings PlanComcast 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 of PA Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare United Refining Company of PA Incentive Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is First Federal Savings Bank of Lincolnton 401(k) Plan in NC ($8M); by covered participants it is North American Stainless Savings Plan in KY (1,478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,478 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 of PA Incentive Savings Plan assets move in 2022? ▼
United Refining Company of PA Incentive Savings Plan pulled back noticeably - down 13.9% during 2022, from $10M to $8M. Reported net income was -$1M.
How have United Refining Company of Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Refining Company of Pennsylvania's sponsor-wide assets grew 37.6%, from $9M to $12M.
Which 401(k) plans are similar in size to United Refining Company of PA Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Federal Savings Bank of Lincolnton 401(k) Plan in NC ($8M, 44 participants).
Which 401(k) plans cover a similar participant headcount to United Refining Company of PA Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North American Stainless Savings Plan in KY (1,478 participants, $237M 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 250850960.

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.