401(k) · DOL Form 5500 · 2023

Houston Refining LP 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
378
Participants Below avg headcount
91st
Percentile by assets National rank
$248,247
Avg per participant Above avg balance/head
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Official DOL plan name: Houston Refining LP 401(k) and Savings Plan for Represented Employees · Sponsored by Houston Refining LP · Texas · Manufacturing

$94M in assets, 378 participants

Houston Refining LP's Houston Refining LP 401(k) and Savings Plan for Represented Employees reported $94M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,128 in Manufacturing (18,722 peers)

Where Houston Refining LP 401(k) and Savings Plan for Represented Employees sits by assets

Houston Refining LP 401(k) and Savings Plan for Represented Employees sits in the top 10% of all filed plans by assets, $94M for 378 participants (~$248,247/participant), up 13.6% in 2023.

#16,128
in Manufacturing (18,722 peers)
+13.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Houston Refining LP 401(k) and Savings Plan for Represented Employees's outsized position by total assets

Houston Refining LP 401(k) and Savings Plan for Represented Employees vs every filed plan by assets

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

$93,837,460 Top 9% higher than 91% 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 401(k) and Savings 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 401(k) and Savings Plan for Represented Employees sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Refining LP 401(k) and Savings Plan for Represented Employees reported net income rose from -$25M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Houston Refining LP 401(k) and Savings Plan for Represented Employees end-of-year assets rose from $83M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Houston Refining LP 401(k) and Savings Plan for Represented Employees reported participants fell from 405 in the plan year 2022 filing to 378 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760395303 · Houston Refining LP PY 2023 · 401(k)

Houston Refining LP 401(k) and Savings Plan for Represented Employees · $94M · 378 · 91st

  • EOY $94M
  • 5500 378
  • ASSETS 91st
  • PCT 401(k)
  • EIN near B.L. Harbert International, L.L.C. Retirement Plan
  • RANK ind #16128

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 401(k) and Savings Plan for Represented Employees in the asset neighbourhood

Cls Bank International 401(k) and Profit Sharing PlanCls Bank International 401(k…$94MHouston Refining LP 401(k) and Savings Plan for Represented EmployeesHouston Refining LP 401(k) a…$94MB.L. Harbert International, L.L.C. Retirement PlanB.L. Harbert International, …$94MCosco Shipping (North America) Inc. 401(k) Profit Sharing PlanCosco Shipping (North Americ…$94MBethpage Federal Credit Union 401(k) Thrift PlanBethpage Federal Credit Unio…$94M
End-of-year total assets ($M) among Houston Refining LP 401(k) and Savings Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$94M
Net Income$12M
Employer EIN760395303
Plan Effective Date1993-08-23
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Houston Refining LP 401(k) and Savings Plan for Represented Employees vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Houston Refining LP 401(k) and Savings Plan for Represented Employees, Total assets ($B): 0.09383746 · Participants: 378Houston Refining LP 401(k) and Savings Plan for Represented EmployeesAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Houston Refining LP 401(k) and Savings Plan for Represented Employees vs. nearby 401(k) plans in Texas, assets vs. participants

Houston Refining LP 401(k) and Savings Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is B.L. Harbert International, L.L.C. Retirement Plan in AL ($94M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Houston Refining LP 401(k) and Savings Plan for Represented Employees assets move in 2023?
Houston Refining LP 401(k) and Savings Plan for Represented Employees grew at a solid clip - up 13.6% during 2023, from $83M to $94M. Reported net income was $12M.
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 401(k) and Savings Plan for Represented Employees rank by assets among Form 5500 filers?
Houston Refining LP 401(k) and Savings Plan for Represented Employees ranks in the 91st 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 401(k) plans are similar in size to Houston Refining LP 401(k) and Savings Plan for Represented Employees?
Among 401(k) plans in other states, the closest by assets is B.L. Harbert International, L.L.C. Retirement Plan in AL ($94M, 998 participants).
Which 401(k) plans cover a similar participant headcount to Houston Refining LP 401(k) and Savings Plan for Represented Employees?
Among 401(k) plans in other states, the closest by covered participants is Sdl Inc. 401(k) Plan in MA (378 participants, $58M in assets).