401(k) · DOL Form 5500 · 2023

Delek US Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$334M
Total assets Above avg plan size
3,598
Participants Above avg headcount
96th
Percentile by assets National rank
$92,968
Avg per participant Below avg balance/head
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Official DOL plan name: Delek US 401(k) Plan · Sponsored by Delek US Holdings, Inc. · Tennessee · Retail Trade

$334M in assets, 3,598 participants

Delek US Holdings, Inc.'s Delek US 401(k) Plan reported $334M in total assets and 3,598 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.

  • #8,235 in Retail Trade (8,414 peers)

Coverage in Tennessee

Delek US 401(k) Plan covers 3,598 participants in Tennessee, 3.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $334M.

#8,235
in Retail Trade (8,414 peers)
+18.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Delek US 401(k) Plan's outsized position by total assets

Delek US 401(k) Plan vs every filed plan by assets

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

$334,499,288 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

Delek US 401(k) 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. Delek US 401(k) Plan lands in the large band (3,598 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Delek US 401(k) Plan reported net income rose from -$59M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Delek US 401(k) Plan end-of-year assets rose from $282M in the plan year 2022 filing to $334M in the plan year 2023 filing.
  • Delek US 401(k) Plan reported participants rose from 3,183 in the plan year 2022 filing to 3,598 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522319066 · Delek US Holdings, Inc. PY 2023 · 401(k)

Delek US 401(k) Plan · $334M · 3,598 · 96th

  • EOY $334M
  • EOY 3,598
  • EOY 96th
  • EOY 401(k)
  • EOY near Lathrop Gpm LLP Retirement Plan and Trust
  • EOY ind #8235

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 Tennessee →

Delek US 401(k) Plan in the asset neighbourhood

Delek US 401(k) Plan$334MLathrop Gpm LLP Retirement Plan and TrustLathrop Gpm LLP Retirement P…$334MHbi 401(k) Retirement Savings PlanHbi 401(k) Retirement Saving…$334MVallourec North America Retirement Savings PlanVallourec North America Reti…$334MWinnebago Industries, Inc. Profit Sharing and Deferred Savings and Investment PlanWinnebago Industries, Inc. P…$334M
End-of-year total assets ($M) among Delek US 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$282M
Net Assets (End of Year)$334M
Net Income$52M
Employer EIN522319066
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delek US Holdings, Inc.)

Sponsor-wide plan assets over time

All Delek US Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$392M 39.02007298167707% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $282M $392M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 3,183 $282M
2023 1 3,598 $334M
2024 1 3,402 $392M

Nearby 401(k) Plans in Tennessee

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

Delek US 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Delek US 401(k) Plan, Total assets ($B): 0.334499288 · Participants: 3598Delek US 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Delek US 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Delek US 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Lathrop Gpm LLP Retirement Plan and Trust in MO ($334M); by covered participants it is The Cengage Learning, Inc. 401(k) Savings Plan in OH (3,600 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,598 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 Delek US 401(k) Plan assets move in 2023? ▼
Delek US 401(k) Plan grew sharply - up 18.6% during 2023, from $282M to $334M. Reported net income was $52M.
How have Delek US Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delek US Holdings, Inc.'s sponsor-wide assets grew 39.0%, from $282M to $392M.
Where does Delek US 401(k) Plan rank by assets among Form 5500 filers? ▼
Delek US 401(k) 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 Delek US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lathrop Gpm LLP Retirement Plan and Trust in MO ($334M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Delek US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cengage Learning, Inc. 401(k) Savings Plan in OH (3,600 participants, $596M 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 522319066.

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.