Defined Benefit (Pension) · DOL Form 5500 · 2023

Petroleum Heat and Power Co., Inc. Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
101
Participants Small participant base
85th
Percentile by assets National rank
$469,056
Avg per participant High balance/head
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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.

  • #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.

#7,697
in Retail Trade (8,414 peers)
+6.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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.

Petroleum Heat and Power Co., Inc. Retirement Plan's outsized position 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 $2,050,000,000 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

Petroleum Heat and Power Co., Inc. Retirement Plan 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. Petroleum Heat and Power Co., Inc. Retirement Plan sits mid-pack in the medium band (101 participants).

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 →

Plan-year Form 5500 strip

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2023 · Defined Benefit (Pension)

Petroleum Heat and Power Co., Inc. Retirement Plan · $47M · 101 · 85th

  • PCT $47M
  • EIN 101
  • RANK 85th
  • PHOTO Defined Benefit (Pension)
  • IND near Robins Kaplan LLP Cash Balance Pension Plan
  • EOY ind #7697

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 →

Petroleum Heat and Power Co., Inc. Retirement Plan in the asset neighbourhood

Robins Kaplan LLP Cash Balance Pension PlanRobins Kaplan LLP Cash Balan…$47MPetroleum Heat and Power Co., Inc. Retirement PlanPetroleum Heat and Power Co.…$47MLocal 1102 Amalgamated Pension FundLocal 1102 Amalgamated Pensi…$47MMotion Picture and Television Fund Retirement Income PlanMotion Picture and Televisio…$47MThe First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$47M
End-of-year total assets ($M) among Petroleum Heat and Power Co., Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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.)

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 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 ($B) Participants Petroleum Heat and Power Co., Inc. Retirement Plan, Total assets ($B): 0.047374693 · Participants: 101Petroleum Heat and Power Co., Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
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. Retirement Plan side-by-side with 3 peers →

Petroleum Heat and Power Co., Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Robins Kaplan LLP Cash Balance Pension Plan in MN ($47M); by covered participants it is Ingram Retirement Plan in TN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingram Retirement Plan in TN (101 participants, N/A 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.