401(k) · DOL Form 5500 · 2023

Petroleum Heat and Power Co., Inc. 401(k) Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
2,389
Participants Above avg headcount
96th
Percentile by assets National rank
$132,292
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Savings Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$316M in assets, 2,389 participants

Petroleum Heat and Power Co., Inc.'s Retirement Savings Plan reported $316M in total assets and 2,389 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,227 in Retail Trade (8,414 peers)

Coverage in Connecticut

Retirement Savings Plan covers 2,389 participants in Connecticut, 3.3x the typical Connecticut plan (state average ~718 per filing). Assets: $316M.

#8,227
in Retail Trade (8,414 peers)
+15.5%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Retirement Savings Plan's outsized position by total assets

Retirement Savings Plan vs every filed plan by assets

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

$316,045,552 Top 4% higher than 96% 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

Retirement Savings 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. Retirement Savings Plan lands in the large band (2,389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Savings Plan reported net income rose from -$67M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Retirement Savings Plan end-of-year assets rose from $274M in the plan year 2022 filing to $316M in the plan year 2023 filing.
  • Retirement Savings Plan reported participants rose from 2,371 in the plan year 2022 filing to 2,389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2023 · 401(k)

Retirement Savings Plan · $316M · 2,389 · 96th

  • PHOTO $316M
  • PHOTO 2,389
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Shiseido Americas Group Retirement Plan
  • PHOTO ind #8227

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 Retail Trade retirement plans → · Plans in Connecticut →

Retirement Savings Plan in the asset neighbourhood

Elekta, Inc. 401(k) Savings PlanElekta, Inc. 401(k) Savings …$316MHibu Inc. 401(k) Profit Sharing Plan TrustHibu Inc. 401(k) Profit Shar…$316MRetirement Savings Plan$316MShiseido Americas Group Retirement PlanShiseido Americas Group Reti…$316MVitalmd 401(k) Plan$316M
End-of-year total assets ($M) among Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$274M
Net Assets (End of Year)$316M
Net Income$42M
Employer EIN061183025
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petroleum Heat and Power Co., Inc.)

Sponsor-wide plan assets over time

All Petroleum Heat and Power Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$396M 24.432003185346378% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $318M $396M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 2,486 $318M
2023 2 2,490 $363M
2024 2 2,428 $396M

Nearby 401(k) Plans in Connecticut

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

Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Retirement Savings Plan, Total assets ($B): 0.316045552 · Participants: 2389Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Retirement Savings Plan side-by-side with 3 peers →

Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Shiseido Americas Group Retirement Plan in NY ($316M); by covered participants it is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,389 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 Retirement Savings Plan assets move in 2023? ▼
Retirement Savings Plan grew sharply - up 15.5% during 2023, from $274M to $316M. Reported net income was $42M.
How have Petroleum Heat and Power Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petroleum Heat and Power Co., Inc.'s sponsor-wide assets grew 24.4%, from $318M to $396M.
Where does Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shiseido Americas Group Retirement Plan in NY ($316M, 1,723 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. B. E. W. Local 25 401(k) Fund in NY (2,389 participants, $396M 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 061183025.

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.