Defined Benefit (Pension) · DOL Form 5500 · 2022

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
77
Participants Small participant base
43rd
Percentile by assets National rank
$44,196
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$3M in assets, 77 participants

Calumet Gp, LLC's Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported $3M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,703 in Finance & Insurance (9,261 peers)

Calumet Gp, LLC multi-year trail

Calumet Gp, LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Montana Refining Employees of Calumet Gp, LLC at $3M / 77 participants.

#2,703
in Finance & Insurance (9,261 peers)
-26.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs every filed plan by assets

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

$3,403,098 43rd percentile higher than 43% 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

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Montana Refining Employees of Calumet Gp, LLC is a small filing (77 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 364579817 · Calumet Gp, LLC PY 2022 · Defined Benefit (Pension)

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · $3M · 77 · 43rd

  • SCH $3M
  • SCH 77
  • SCH 43rd
  • SCH Defined Benefit (Pension)
  • SCH near Lynmark Construction and Management Inc. Defined Benefit Pension Plan
  • SCH ind #2703

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 Finance & Insurance retirement plans → · Plans in Indiana →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC in the asset neighbourhood

Lynmark Construction and Management Inc. Defined Benefit Pension PlanLynmark Construction and Man…$3MSypris Technologies, Inc. Retirement Plan for Salaried and Non-Bargaining Unit EmployeesSypris Technologies, Inc. Re…$3MRetirement Plan for Montana Refining Employees of Calumet Gp, LLCRetirement Plan for Montana …$3MHuntington Beach Dentistry Inc Defined Benefit Plan and TrustHuntington Beach Dentistry I…$3MPension Plan for the Employees of Tietex International, Ltd.Pension Plan for the Employe…$3M
End-of-year total assets ($M) among Retirement Plan for Montana Refining Employees of Calumet Gp, LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Calumet Gp, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Calumet Gp, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN364579817
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Retirement Plan for Montana Refining Employees of Calumet Gp, LLC, Total assets ($B): 0.003403098 · Participants: 77Retirement Plan for Montana Refining Employees of Calumet Gp, LLCThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Retirement Plan for Montana Refining Employees of Calumet Gp, LLC side-by-side with 3 peers →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Lynmark Construction and Management Inc. Defined Benefit Pension Plan in NY ($3M); by covered participants it is Meridian Industries Hourly Union Retirement Plan in WI (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Retirement Plan for Montana Refining Employees of Calumet Gp, LLC assets move in 2022? ▼
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC declined sharply - down 26.4% during 2022, from $5M to $3M. Reported net income was -$1M.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lynmark Construction and Management Inc. Defined Benefit Pension Plan in NY ($3M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meridian Industries Hourly Union Retirement Plan in WI (77 participants, $4M 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 364579817.

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.