401(k) · DOL Form 5500 · 2022

Citgo Petroleum Corporation 401(k) Plan

Data updated 2026-08-25

$804M
Total assets Above avg plan size
2,134
Participants Near avg headcount
99th
Percentile by assets National rank
$376,668
Avg per participant High balance/head
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Official DOL plan name: Citgo Petroleum Corporation Employees' Retirement and Savings Plan · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing

$804M in assets, 2,134 participants

Citgo Petroleum Corporation's Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported $804M in total assets and 2,134 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,103 in Manufacturing (20,602 peers)

Coverage in Texas

Citgo Petroleum Corporation Employees' Retirement and Savings Plan covers 2,134 participants in Texas, 3.1x the typical Texas plan (state average ~688 per filing). Assets: $804M.

#20,103
in Manufacturing (20,602 peers)
-20.5%
assets change YoY
8.1×
vs typical plan assets (national mean)

The plan reported a net loss of $208M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citgo Petroleum Corporation Employees' Retirement and Savings Plan's outsized position by total assets

Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs every filed plan by assets

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

$803,810,527 Top 1% higher than 99% 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

Citgo Petroleum Corporation Employees' Retirement and 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. Citgo Petroleum Corporation Employees' Retirement and Savings Plan lands in the large band (2,134 participants).

Plan-year Form 5500 strip

Filing strip 731173881 · Citgo Petroleum Corporation PY 2022 · 401(k)

Citgo Petroleum Corporation Employees' Retirement and Savings Plan · $804M · 2,134 · 99th

  • RANK $804M
  • RANK 2,134
  • RANK 99th
  • RANK 401(k)
  • RANK near Barry-Wehmiller Companies' 401(k) Retirement Savings Plan
  • RANK ind #20103

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 Texas →

Citgo Petroleum Corporation Employees' Retirement and Savings Plan in the asset neighbourhood

Savings and Investment 401(k) Plan of White & Case LLPSavings and Investment 401(k…$805MBarry-Wehmiller Companies' 401(k) Retirement Savings PlanBarry-Wehmiller Companies' 4…$804MCitgo Petroleum Corporation Employees' Retirement and Savings PlanCitgo Petroleum Corporation …$804MEssity North America Investment and Retirement PlanEssity North America Investm…$801MVeolia North America 401(k) Savings PlanVeolia North America 401(k) …$801M
End-of-year total assets ($M) among Citgo Petroleum Corporation Employees' Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$804M
Net Income-$208M
Employer EIN731173881
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citgo Petroleum Corporation)

Sponsor-wide plan assets over time

All Citgo Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 18.039616216310993% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B 202220232024 $2.24B $2.64B ▲ +17.9%
Year Plans Participants Total Assets
2022 4 7,125 $2.2B
2023 4 7,375 $2.5B
2024 4 7,785 $2.6B

Nearby 401(k) Plans in Texas

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

Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Citgo Petroleum Corporation Employees' Retirement and Savings Plan, Total assets ($B): 0.803810527 · Participants: 2134Citgo Petroleum Corporation Employees' Retirement and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Citgo Petroleum Corporation Employees' Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Barry-Wehmiller Companies' 401(k) Retirement Savings Plan in MO ($804M); by covered participants it is Auro Hotels Management, LLC 401(k) Plan in SC (2,134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,134 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 Citgo Petroleum Corporation Employees' Retirement and Savings Plan assets move in 2022? ▼
Citgo Petroleum Corporation Employees' Retirement and Savings Plan declined sharply - down 20.5% during 2022, from $1.0B to $804M. Reported net income was -$208M.
How have Citgo Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citgo Petroleum Corporation's sponsor-wide assets grew 18.0%, from $2.2B to $2.6B.
Where does Citgo Petroleum Corporation Employees' Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Citgo Petroleum Corporation Employees' Retirement and Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Citgo Petroleum Corporation Employees' Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barry-Wehmiller Companies' 401(k) Retirement Savings Plan in MO ($804M, 5,336 participants).
Which 401(k) plans cover a similar participant headcount to Citgo Petroleum Corporation Employees' Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auro Hotels Management, LLC 401(k) Plan in SC (2,134 participants, $20M in assets).