Defined Benefit (Pension) · DOL Form 5500 · 2023

Petroleum Heat and Power Co., Inc. Pension Plan

Data updated 2026-08-11

$47M
Total assets
101
Participants
85th
Percentile by assets
$469,056
Avg per participant
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Official DOL plan name: Petroleum Heat and Power Co., Inc. Retirement Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$47M in assets, 101 participants

Petroleum Heat and Power Co., Inc.'s Petroleum Heat and Power Co., Inc. Retirement Plan reported $47M in total assets and 101 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.

  • 85th percentile by assets (of 127,072 plans)
  • #7,697 in Retail Trade (8,414 peers)

Coverage in Connecticut

Petroleum Heat and Power Co., Inc. Retirement Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $47M.

$47M
total plan assets (2023 EOY)
101
covered participants
85th
percentile by assets (of 127,072 plans)
$469,056
avg assets per participant

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Petroleum Heat and Power Co., Inc. Retirement Plan sits by total assets

Petroleum Heat and Power Co., Inc. Retirement Plan vs every filed plan by assets

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

$47,374,693 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petroleum Heat and Power Co., Inc. Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to -$296K in the plan year 2023 filing.
  • Petroleum Heat and Power Co., Inc. Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Petroleum Heat and Power Co., Inc. Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Retail Trade

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Petroleum Heat and Power Co., Inc. Retirement Plan reports 101 participants - about 14% of that state average ($47M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$47M
Net Income-$296K
Employer EIN061183025
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

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

$300M$350M$400M$450M 202220232024 $318M $396M ▲ +24.4%
Total plan assets by year, all Petroleum Heat and Power Co., Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,486 $318M
2023 2 2,490 $363M
2024 2 2,428 $396M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Petroleum Heat and P…, Total assets ($B): 0.047374693 · Participants: 101Petroleum Heat and P…Rtx Consolidated Pen…, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pen…The Citigroup Pensio…, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pensio…Eversource Pension P…, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension P…Retirement Plan for …, Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for …The Hartford Retirem…, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirem…
Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Petroleum Heat and Power Co., Inc. Retir… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Petroleum Heat and Power Co., Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Petroleum Heat and Power Co., Inc. Retirement Plan assets move in 2023? ▼
Petroleum Heat and Power Co., Inc. Retirement Plan grew at a solid clip - up 6.9% during 2023, from $44M to $47M. Reported net income was -$296K.
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 Petroleum Heat and Power Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Petroleum Heat and Power Co., Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Robins Kaplan LLP Cash Balance Pension Plan in MN ($47M, 107 participants).

Next read for Petroleum Heat and Power Co., Inc. Retir…

Filing takeaways

Ways to act on Petroleum Heat and Power Co., Inc. Retirement Plan's numbers.

  • By total assets, Petroleum Heat and Power Co., Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.