Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Refinery Terminal Fire Company Money Purchase Pension Plan

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

Sponsored by Refinery Terminal Fire Company · Texas · Other Services

What the 2023 filing shows

Refinery Terminal Fire Company Money Purchase Pension Plan holds $14M for 113 participants — about $122,486 per participant, down 13.5% over the 2022 plan year.

$14M
total plan assets (2022 EOY)
113
covered participants
$122,486
avg assets per participant
-13.5%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$14M
Participants
113
State
Industry
Other Services

What the Filing Says About Refinery Terminal Fire Company Money Purchase Pension Plan

Refinery Terminal Fire Company Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by Refinery Terminal Fire Company, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 113 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 741073223, and the plan has been effective since 1970-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $14M at year-end — a decline of 13.5%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-2,154,845 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)$16M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$-2,154,845
Plan TypeMoney Purchase
Employer EIN741073223
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Refinery Terminal Fire Company)

Year Plans Participants Total Assets
2022 2 226 $22M
2023 2 194 $26M
2024 2 230 $29M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Refinery Terminal Fire Company Money Purchase Pension Plan?
As of the 2022 Form 5500 filing, Refinery Terminal Fire Company Money Purchase Pension Plan holds $14M in total assets with 113 participants. It is sponsored by Refinery Terminal Fire Company.
What type of plan is Refinery Terminal Fire Company Money Purchase Pension Plan?
Refinery Terminal Fire Company Money Purchase Pension Plan is a Money Purchase plan. It has been effective since 1970-01-01. The plan is filed with the U.S. Department of Labor under EIN 741073223.
Who sponsors the Refinery Terminal Fire Company Money Purchase Pension Plan?
Refinery Terminal Fire Company Money Purchase Pension Plan is sponsored by Refinery Terminal Fire Company, located in Texas. The sponsor's EIN is 741073223 and the plan operates in the Other Services industry.
How did Refinery Terminal Fire Company Money Purchase Pension Plan perform in 2022?
Refinery Terminal Fire Company Money Purchase Pension Plan declined by 13.5% during 2022, moving from $16M to $14M in total assets. Net income was $-2,154,845.
Where can I find official filings for Refinery Terminal Fire Company Money Purchase Pension Plan?
Official Form 5500 filings for Refinery Terminal Fire Company Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 741073223 or plan name at efast.dol.gov.
How does Refinery Terminal Fire Company Money Purchase Pension Plan compare to other plans?
You can compare Refinery Terminal Fire Company Money Purchase Pension Plan against other Money Purchase plans on the plan type page, or view plans in Texas 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 741073223.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.