ESOP · DOL Form 5500 · 2023

American Refining Group, Inc. ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
329
Participants Below avg headcount
85th
Percentile by assets National rank
$148,073
Avg per participant Above avg balance/head
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Official DOL plan name: American Refining Group Employee Stock Ownership Plan · Sponsored by American Refining Group, Inc. · Pennsylvania · Manufacturing

$49M in assets, 329 participants

American Refining Group, Inc.'s American Refining Group Employee Stock Ownership Plan reported $49M in total assets and 329 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,737 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

American Refining Group Employee Stock Ownership Plan covers 329 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $49M.

#14,737
in Manufacturing (18,722 peers)
+19.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

American Refining Group Employee Stock Ownership Plan's outsized position by total assets

American Refining Group Employee Stock Ownership Plan vs every filed plan by assets

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

$48,716,172 Top 15% higher than 85% 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

American Refining Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Refining Group Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Refining Group Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • American Refining Group Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • American Refining Group Employee Stock Ownership Plan reported participants rose from 325 in the plan year 2022 filing to 329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222318612 · American Refining Group, Inc. PY 2023 · ESOP

American Refining Group Employee Stock Ownership Plan · $49M · 329 · 85th

  • EOY $49M
  • EOY 329
  • EOY 85th
  • EOY ESOP
  • EOY near City Auto Glass, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #14737

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 What is an ESOP? → · Plans in Pennsylvania →

American Refining Group Employee Stock Ownership Plan in the asset neighbourhood

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership PlanCohen Ventures, Inc. Dba Ene…$49MCity Auto Glass, Inc. Employee Stock Ownership Plan and TrustCity Auto Glass, Inc. Employ…$49MAmerican Refining Group Employee Stock Ownership PlanAmerican Refining Group Empl…$49MKapur & Associates, Inc. Employee Stock Ownership PlanKapur & Associates, Inc. Emp…$49MA & a Maintenance Enterprise, Inc. Employee Stock Ownership PlanA & a Maintenance Enterprise…$49M
End-of-year total assets ($M) among American Refining Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN222318612
Plan Effective Date2009-11-02
Filing StatusFILING RECEIVED

Sponsor Plan History (American Refining Group, Inc.)

Sponsor-wide plan assets over time

All American Refining Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 32.69161770359965% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84M $111M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 651 $84M
2023 2 655 $99M
2024 2 646 $111M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants American Refining Group Employee Stock Ownership Plan, Total assets ($B): 0.048716172 · Participants: 329American Refining Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare American Refining Group Employee Stock Ownership Plan side-by-side with 3 peers →

American Refining Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($49M); by covered participants it is Roy's Holding's, Inc. Employee Stock Ownership Plan in HI (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 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 American Refining Group Employee Stock Ownership Plan assets move in 2023? ▼
American Refining Group Employee Stock Ownership Plan grew sharply - up 19.4% during 2023, from $41M to $49M. Reported net income was $8M.
How have American Refining Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Refining Group, Inc.'s sponsor-wide assets grew 32.7%, from $84M to $111M.
Where does American Refining Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American Refining Group Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($49M, 85 participants).
Which ESOP plans cover a similar participant headcount to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Roy's Holding's, Inc. Employee Stock Ownership Plan in HI (329 participants, $18M 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 222318612.

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.