Money Purchase · DOL Form 5500 · 2023
Petroleum Heat and Power Co., Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $110,383
- Avg per participant Below avg balance/head
Official DOL plan name: Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade
$3M in assets, 23 participants
Petroleum Heat and Power Co., Inc.'s Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported $3M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,795 in Retail Trade (8,414 peers)
What the 2023 filing shows
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 holds $3M for 23 participants - about $110,383 per participant, in the lower half of filed plans by assets.
- #3,795
- in Retail Trade (8,414 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 among the smaller filed plans by assets
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,538,805 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meenan Oil Savings Plan for Employees Who Are Members of Local #469 is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported net income rose from -$274K in the plan year 2022 filing to -$161K in the plan year 2023 filing.
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported participants fell from 24 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113083408 · Petroleum Heat and Power Co., Inc. PY 2023 · Money Purchase
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · $3M · 23 · 33rd
- BOY $3M
- SCH 23
- EBSA 33rd
- PART Money Purchase
- TYPE near Standardized Combination Prototype Plan
- NET ind #3795
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 Retail Trade retirement plans → · Plans in Connecticut →
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$161K |
| Employer EIN | 113083408 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petroleum Heat and Power Co., Inc.)
Sponsor-wide plan assets over time
All Petroleum Heat and Power Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.9550505858715175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $3M |
| 2023 | 1 | 23 | $3M |
| 2024 | 1 | 25 | $3M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $746M · 8,403
- Equinor US Holdings Inc. Money Purchase Pension Plan $174M · 626
- Southern Ct IBEW Annuity Plan $79M · 467
- Money Purchase Retirement Plan of U.a. Local 716 $36M · 447
- IBEW Local No. 223 Deferred Income Plan $28M · 556
Meenan Oil Savings Plan for Employees Who Are Members of Local #469's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Standardized Combination Prototype Plan in OR ($3M); by covered participants it is The Clark Estates, Inc. Pension Plan in NY (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.