Money Purchase · DOL Form 5500 · 2023

Pembina US Corporation Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
210
Participants Below avg headcount
62nd
Percentile by assets National rank
$56,227
Avg per participant Low balance/head
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Official DOL plan name: Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan · Sponsored by Pembina US Corporation · Texas · Manufacturing

$12M in assets, 210 participants

Pembina US Corporation's Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported $12M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,216 in Manufacturing (18,722 peers)

Coverage in Texas

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan covers 210 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#9,216
in Manufacturing (18,722 peers)
+23.0%
assets growth YoY

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan's mid-pack asset rank among Manufacturing and all filers

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs every filed plan by assets

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

$11,807,597 Top 38% higher than 62% 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

Pembina U.S. Corporation and Affiliates Money Purchase Pension 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. Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported participants rose from 203 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203055482 · Pembina US Corporation PY 2023 · Money Purchase

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan · $12M · 210 · 62nd

  • ASSETS $12M
  • PCT 210
  • EIN 62nd
  • RANK Money Purchase
  • PHOTO near Legal Aid Society Money Purchase Pension Plan
  • IND ind #9216

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 Manufacturing retirement plans → · Plans in Texas →

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan in the asset neighbourhood

Appalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$12MPembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$12MLegal Aid Society Money Purchase Pension PlanLegal Aid Society Money Purc…$12MNorthwest Employees Retirement PlanNorthwest Employees Retireme…$12MHeat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$12M
End-of-year total assets ($M) among Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN203055482
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pembina US Corporation)

Sponsor-wide plan assets over time

All Pembina US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$182M 84.20414680485128% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $98.5M $182M ▲ +84.2%
Year Plans Participants Total Assets
2022 3 599 $99M
2023 3 614 $121M
2024 4 781 $182M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan, Total assets ($B): 0.011807597 · Participants: 210Pembina U.S. Corporation and Affiliates Money Purchase Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan side-by-side with 3 peers →

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Legal Aid Society Money Purchase Pension Plan in OH ($12M); by covered participants it is Marine Biological Laboratory Defined Contribution Retirement Plan in MA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan assets move in 2023? ▼
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan grew sharply - up 23.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Pembina US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pembina US Corporation's sponsor-wide assets grew 84.2%, from $99M to $182M.
Which Money Purchase plans are similar in size to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Legal Aid Society Money Purchase Pension Plan in OH ($12M, 92 participants).
Which Money Purchase plans cover a similar participant headcount to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Marine Biological Laboratory Defined Contribution Retirement Plan in MA (209 participants, $64M 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 203055482.

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.