Defined Benefit (Pension) · DOL Form 5500 · 2022

Citgo Petroleum Corporation Pension Plan

Data updated 2026-08-11

$454M
Total assets
1,436
Participants
98th
Percentile by assets
$316,270
Avg per participant
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Official DOL plan name: Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing

$454M in assets, 1,436 participants

Citgo Petroleum Corporation's Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported $454M in total assets and 1,436 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #19,808 in Manufacturing (20,602 peers)

Coverage in Texas

Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies covers 1,436 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $454M.

$454M
total plan assets (2022 EOY)
1,436
covered participants
98th
percentile by assets (of 139,126 plans)
$316,270
avg assets per participant

The plan reported a net loss of $129M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reports 1,436 participants - 2.1x that state average ($454M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$582M
Net Assets (End of Year)$454M
Net Income-$129M
Employer EIN731173881
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citgo Petroleum Corporation)

$2.2B$2.4B$2.6B$2.8B 202220232024 $2.24B $2.64B ▲ +17.9%
Total plan assets by year, all Citgo Petroleum Corporation plans on file
Year Plans Participants Total Assets
2022 4 7,125 $2.2B
2023 4 7,375 $2.5B
2024 4 7,785 $2.6B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan of C…AT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies by total assets, not by location.

Frequently Asked Questions

How did Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies assets move in 2022?
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies declined sharply - down 22.0% during 2022, from $582M to $454M. Reported net income was -$129M.
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 Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies rank by assets among Form 5500 filers?
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vns Health Care Pension Plan in NY ($454M, 4,251 participants).

Next read for Retirement Plan of Citgo Petroleum Corpo…

Filing takeaways

Ways to act on Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's numbers.

  • By total assets, Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Citgo Petroleum Corporation's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Manufacturing plans