401(k) · DOL Form 5500 · 2022

United Refining Company 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
468
Participants Below avg headcount
90th
Percentile by assets National rank
$141,466
Avg per participant Near avg balance/head
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Official DOL plan name: United Refining Company Incentive Savings Plan for Salaried Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing

$66M in assets, 468 participants

United Refining Company's United Refining Company Incentive Savings Plan for Salaried Employees reported $66M in total assets and 468 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,586 in Manufacturing (20,602 peers)

Where United Refining Company Incentive Savings Plan for Salaried Employees sits by assets

United Refining Company Incentive Savings Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $66M for 468 participants (~$141,466/participant), down 13.7% in 2022.

#17,586
in Manufacturing (20,602 peers)
-13.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M 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 Salaried Employees's outsized position by total assets

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

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

$66,206,133 Top 10% higher than 90% 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 Salaried 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 Salaried Employees sits mid-pack in the medium band (468 participants).

DOL schedule card

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

United Refining Company Incentive Savings Plan for Salaried Employees · $66M · 468 · 90th

  • EIN $66M
  • EIN 468
  • EIN 90th
  • EIN 401(k)
  • EIN near Mendo Group Savings and Profit Sharing Plan
  • EIN ind #17586

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 Salaried Employees in the asset neighbourhood

Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) PlanHeyl, Royster, Voelker & All…$66MUnited Refining Company Incentive Savings Plan for Salaried EmployeesUnited Refining Company Ince…$66MMendo Group Savings and Profit Sharing PlanMendo Group Savings and Prof…$66MKrause Group 401(k) Plan$66MUrology Healthcare Group, Inc. 401(k)/Profit Sharing PlanUrology Healthcare Group, In…$66M
End-of-year total assets ($M) among United Refining Company Incentive Savings Plan for Salaried Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$66M
Net Income-$12M
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 Salaried Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Refining Company Incentive Savings Plan for Salaried Employees, Total assets ($B): 0.066206133 · Participants: 468United Refining Company Incentive Savings Plan for Salaried 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 Salaried Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare United Refining Company Incentive Savings Plan for Salaried Employees side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Mendo Group Savings and Profit Sharing Plan in CA ($66M); by covered participants it is Gavin De Becker & Associates, L.P 401(k) Plan in CA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Salaried Employees assets move in 2022? ▼
United Refining Company Incentive Savings Plan for Salaried Employees pulled back noticeably - down 13.7% during 2022, from $77M to $66M. Reported net income was -$12M.
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 Salaried Employees rank by assets among Form 5500 filers? ▼
United Refining Company Incentive Savings Plan for Salaried Employees ranks in the 90th 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 401(k) plans are similar in size to United Refining Company Incentive Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by assets is Mendo Group Savings and Profit Sharing Plan in CA ($66M, 895 participants).
Which 401(k) plans cover a similar participant headcount to United Refining Company Incentive Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Gavin De Becker & Associates, L.P 401(k) Plan in CA (468 participants, $27M 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 251411751.

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.