401(k) · DOL Form 5500 · 2023
Valero Energy Corporation 401(k) Plan
Data updated 2026-08-25
- $3.1B
- Total assets Very large vs avg
- 7,914
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $391,027
- Avg per participant High balance/head
Official DOL plan name: Valero Energy Corporation Thrift Plan · Sponsored by Valero Energy Corporation · Texas · Manufacturing
$3.1B in assets, 7,914 participants
Valero Energy Corporation's Valero Energy Corporation Thrift Plan reported $3.1B in total assets and 7,914 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,555 in Manufacturing (18,722 peers)
Coverage in Texas
Valero Energy Corporation Thrift Plan covers 7,914 participants in Texas, 12x the typical Texas plan (state average ~688 per filing). Assets: $3.1B.
- #18,555
- in Manufacturing (18,722 peers)
- +14.9%
- assets growth YoY
- 31×
- vs typical plan assets (national mean)
Valero Energy Corporation Thrift Plan's outsized position by total assets
Valero Energy Corporation Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,094,590,976 Highest reported value at or above every one 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
Valero Energy Corporation Thrift Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valero Energy Corporation Thrift Plan lands in the large band (7,914 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valero Energy Corporation Thrift Plan reported net income rose from -$356M in the plan year 2022 filing to $401M in the plan year 2023 filing.
- Valero Energy Corporation Thrift Plan end-of-year assets rose from $2.7B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
- Valero Energy Corporation Thrift Plan reported participants fell from 7,979 in the plan year 2022 filing to 7,914 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741828067 · Valero Energy Corporation PY 2023 · 401(k)
Valero Energy Corporation Thrift Plan · $3.1B · 7,914 · 100th
- EOY $3.1B
- 5500 7,914
- ASSETS 100th
- PCT 401(k)
- EIN near Iqvia 401(k) Plan
- RANK ind #18555
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 →
Valero Energy Corporation Thrift Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | $401M |
| Employer EIN | 741828067 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valero Energy Corporation)
Sponsor-wide plan assets over time
All Valero Energy Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6.5B 23.127665052136518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 16,114 | $5.2B |
| 2023 | 7 | 29,885 | $11.1B |
| 2024 | 5 | 16,043 | $6.5B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Valero Energy Corporation Thrift Plan
Valero Energy Corporation Thrift Plan reports $3.1B in end-of-year assets across 7,914 participants (0.025% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $391,027 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2023 was $401M.
This plan identity (EIN 741828067, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.4B (+25.8%) while covered participants moved from 7,979 to 8,053 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,979 | $2.7B | Open filing |
| 2023 | 7,914 | $3.1B | This page |
| 2024 · index core | 8,053 | $3.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Valero Energy Corporation Thrift Plan (401(k), $3.4B, 8,053 participants)
- Valero Energy Corporation Pension Plan (Defined Benefit (Pension), $2.6B, 6,460 participants)
- Premcor Retirement Savings Plan (401(k), $325M, 715 participants)
Valero Energy Corporation Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Iqvia 401(k) Plan in NC ($3.1B); by covered participants it is Mohawk Industries Retirement Plan 2 in GA (7,922 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.1B here).
- Iqvia 401(k) Plan (NC) $3.1B · 20,893
- Battelle Employees' Savings Plan (OH) $3.1B · 8,382
- Barclays 401(k) Plan (NY) $3.1B · 11,480
- Sanford Retirement Savings Plan (ND) $3.1B · 30,495
Similar participant headcount
Nearest other-state filings by covered participants (7,914 participants); asset peers above are excluded.
- Mohawk Industries Retirement Plan 2 (GA) 7,922 · 8 off
- Activision Blizzard 401(k) Plan (CA) 7,924 · 10 off
- Esa Management, LLC 401(k) Plan (NC) 7,930 · 16 off
- Rose International 401(k) Plan (MO) 7,933 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.