401(k) · DOL Form 5500 · 2023
Petroleum Heat and Power Co., Inc. 401(k) Plan
Data updated 2026-08-11
- $316M
- Total assets
- 2,389
- Participants
- 96th
- Percentile by assets
- $132,292
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $316M
- total plan assets (2023 EOY)
- 2,389
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $132,292
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Retirement Savings Plan reports 2,389 participants - 3.3x that state average ($316M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $274M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $42M |
| Employer EIN | 061183025 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petroleum Heat and Power Co., Inc.)
| 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
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Retirement Savings Plan by total assets, not by location.
- Shiseido Americas Group Retirement Plan (NY) $316M · 1,723
- Hibu Inc. 401(k) Profit Sharing Plan Trust (IA) $316M · 1,273
- Vitalmd 401(k) Plan (FL) $316M · 2,462
- Elekta, Inc. 401(k) Savings Plan (GA) $316M · 856
Frequently Asked Questions
How did Retirement Savings Plan assets move in 2023? ▼
How have Petroleum Heat and Power Co., Inc. plan assets changed over time? ▼
Where does Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Retirement Savings Plan? ▼
Next read for Retirement Savings Plan
Filing takeaways
Ways to act on Retirement Savings Plan's numbers.
- By total assets, Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Petroleum Heat and Power Co., Inc.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Retail Trade plans