Defined Benefit (Pension) · DOL Form 5500 · 2023

Houston Refining LP Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
242
Participants Below avg headcount
88th
Percentile by assets National rank
$278,874
Avg per participant High balance/head
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Official DOL plan name: Houston Refining LP Retirement Plan for Represented Employees · Sponsored by Houston Refining LP · Texas · Manufacturing

$67M in assets, 242 participants

Houston Refining LP's Houston Refining LP Retirement Plan for Represented Employees reported $67M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,499 in Manufacturing (18,722 peers)

Coverage in Texas

Houston Refining LP Retirement Plan for Represented Employees covers 242 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $67M.

#15,499
in Manufacturing (18,722 peers)
+11.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Houston Refining LP Retirement Plan for Represented Employees's outsized position by total assets

Houston Refining LP Retirement Plan for Represented Employees vs every filed plan by assets

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

$67,487,403 Top 12% higher than 88% 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

Houston Refining LP Retirement Plan for Represented Employees 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. Houston Refining LP Retirement Plan for Represented Employees sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Refining LP Retirement Plan for Represented Employees reported net income rose from -$25M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Houston Refining LP Retirement Plan for Represented Employees reported participants fell from 283 in the plan year 2022 filing to 242 in the plan year 2023 filing.
  • Houston Refining LP Retirement Plan for Represented Employees end-of-year assets rose from $61M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760395303 · Houston Refining LP PY 2023 · Defined Benefit (Pension)

Houston Refining LP Retirement Plan for Represented Employees · $67M · 242 · 88th

  • NET $67M
  • NET 242
  • NET 88th
  • NET Defined Benefit (Pension)
  • NET near Tuality Healthcare Retirement Plan
  • NET ind #15499

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 →

Houston Refining LP Retirement Plan for Represented Employees in the asset neighbourhood

Houston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$67MTuality Healthcare Retirement PlanTuality Healthcare Retiremen…$67MAmadeus North America, Inc. Pension PlanAmadeus North America, Inc. …$67MI.B.E.W. Local No. 728 Pension FundI.B.E.W. Local No. 728 Pensi…$67MMidwest Radiology, P.a. and Affiliates Cash Balance PlanMidwest Radiology, P.a. and …$67M
End-of-year total assets ($M) among Houston Refining LP Retirement Plan for Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN760395303
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Refining LP)

Sponsor-wide plan assets over time

All Houston Refining LP plans reported in each filing year

Latest sponsor-wide plan assets
$185M 29.349061063205024% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $143M $185M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 688 $143M
2023 2 620 $161M
2024 2 627 $185M

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Houston Refining LP Retirement Plan for Represented Employees, Total assets ($B): 0.067487403 · Participants: 242Houston Refining LP Retirement Plan for Represented EmployeesAT&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
Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Refining LP Retirement Plan for Represented Employees side-by-side with 3 peers →

Houston Refining LP Retirement Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Tuality Healthcare Retirement Plan in OR ($67M); by covered participants it is Retirement Plan for Employees of Emerson Hospital in MA (242 participants). Same-state nearby plans are listed separately above.

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 Houston Refining LP Retirement Plan for Represented Employees assets move in 2023? ▼
Houston Refining LP Retirement Plan for Represented Employees grew at a solid clip - up 11.4% during 2023, from $61M to $67M. Reported net income was $7M.
How have Houston Refining LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Refining LP's sponsor-wide assets grew 29.3%, from $143M to $185M.
Where does Houston Refining LP Retirement Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Houston Refining LP Retirement Plan for Represented Employees ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tuality Healthcare Retirement Plan in OR ($67M, 253 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Emerson Hospital in MA (242 participants, $71M 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 760395303.

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.