Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED REFINING COMPANY

This Defined Benefit (Pension) plan holds $60M in total assets and serves 194 participants as of 2022. It is sponsored by UNITED REFINING COMPANY in Pennsylvania. The plan reported a net loss of $16M for the year.

Total Assets (2023)
$60M
Participants
194
State
Industry
Manufacturing

What the Filing Says About UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES

UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by UNITED REFINING COMPANY, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 194 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 251411751, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2022 to $60M at year-end — a decline of 20.8%. Net assets (after liabilities) closed the year at $60M, with reported net income of $-15,719,452 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$60M
Net Assets (End of Year)$60M
Net Income$-15,719,452
Plan TypeDefined Benefit (Pension)
Employer EIN251411751
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED REFINING COMPANY)

Year Plans Participants Total Assets
2022 4 1,109 $196M
2023 4 1,120 $255M
2024 3 1,120 $134M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES?
As of the 2022 Form 5500 filing, UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES holds $60M in total assets with 194 participants. It is sponsored by UNITED REFINING COMPANY.
What type of plan is UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES?
UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 1976-07-01. The plan is filed with the U.S. Department of Labor under EIN 251411751.
Who sponsors the UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES?
UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES is sponsored by UNITED REFINING COMPANY, located in Pennsylvania. The sponsor's EIN is 251411751 and the plan operates in the Manufacturing industry.
How did UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES perform in 2022?
UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES declined by 20.8% during 2022, moving from $75M to $60M in total assets. Net income was $-15,719,452.
Where can I find official filings for UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES?
Official Form 5500 filings for UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251411751 or plan name at efast.dol.gov.
How does UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES compare to other plans?
You can compare UNITED REFINING COMPANY PENSION PLAN FOR SALARIED EMPLOYEES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.