Defined Benefit (Pension) · DOL Form 5500 · 2023

Nustar Services Company LLC Pension Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
1,040
Participants Near avg headcount
94th
Percentile by assets National rank
$169,857
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nustar Pension Plan · Sponsored by Nustar Services Company LLC · Texas · Transportation & Warehousing

$177M in assets, 1,040 participants

Nustar Services Company LLC's Nustar Pension Plan reported $177M in total assets and 1,040 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,115 in Transportation & Warehousing (3,362 peers)

Where Nustar Pension Plan sits by assets

Nustar Pension Plan sits in the top 10% of all filed plans by assets, $177M for 1,040 participants (~$169,857/participant), up 10.9% in 2023.

#3,115
in Transportation & Warehousing (3,362 peers)
+10.9%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Nustar Pension Plan's outsized position by total assets

Nustar Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$176,651,176 Top 6% higher than 94% of 127,068 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 2023

Nustar Pension 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. Nustar Pension Plan lands in the large band (1,040 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nustar Pension Plan reported net income rose from -$36M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Nustar Pension Plan end-of-year assets rose from $159M in the plan year 2022 filing to $177M in the plan year 2023 filing.
  • Nustar Pension Plan reported participants fell from 1,104 in the plan year 2022 filing to 1,040 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475622749 · Nustar Services Company LLC PY 2023 · Defined Benefit (Pension)

Nustar Pension Plan · $177M · 1,040 · 94th

  • BOY $177M
  • BOY 1,040
  • BOY 94th
  • BOY Defined Benefit (Pension)
  • BOY near Pension Fund of Local Union No. 274
  • BOY ind #3115

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Nustar Pension Plan in the asset neighbourhood

Components Pension Plan for Puerto RicoComponents Pension Plan for …$177MHuhtamaki Retirement Accrual PlanHuhtamaki Retirement Accrual…$177MPension Fund of Local Union No. 274Pension Fund of Local Union …$177MNustar Pension Plan$177MMonongalia Health System, Inc. Retirement PlanMonongalia Health System, In…$176M
End-of-year total assets ($M) among Nustar Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$177M
Net Income$17M
Employer EIN475622749
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nustar Services Company LLC)

Sponsor-wide plan assets over time

All Nustar Services Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$210M 51.59050919905579% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $434M $210M ▼ -51.6%
Year Plans Participants Total Assets
2022 2 2,296 $434M
2023 2 2,195 $505M
2024 2 2,225 $210M

Nearby Defined Benefit (Pension) Plans in Texas

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

Nustar Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Nustar Pension Plan, Total assets ($B): 0.176651176 · Participants: 1040Nustar Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Nustar Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Nustar Pension Plan side-by-side with 3 peers →

Nustar Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Fund of Local Union No. 274 in NJ ($177M); by covered participants it is Sheet Metal Workers Local 85 Pension Fund in TN (1,041 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($177M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,040 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.

Frequently Asked Questions

How did Nustar Pension Plan assets move in 2023? ▼
Nustar Pension Plan grew at a solid clip - up 10.9% during 2023, from $159M to $177M. Reported net income was $17M.
How have Nustar Services Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nustar Services Company LLC's sponsor-wide assets declined 51.6%, from $434M to $210M.
Where does Nustar Pension Plan rank by assets among Form 5500 filers? ▼
Nustar Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nustar Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Local Union No. 274 in NJ ($177M, 308 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nustar Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local 85 Pension Fund in TN (1,041 participants, $167M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475622749.

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.