Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

American Petroleum Institute Retirement Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Petroleum Institute ยท District of Columbia ยท Other Services

What the 2023 filing shows

American Petroleum Institute Retirement Income Plan holds $83M for 227 participants - about $363,834 per participant, up 13.3% over the 2023 plan year.

$83M
total plan assets (2023 EOY)
227
covered participants
$363,834
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$83M
Participants
227
Industry
Other Services

What the Filing Says About American Petroleum Institute Retirement Income Plan

American Petroleum Institute Retirement Income Plan is a Defined Benefit (Pension) retirement plan sponsored by American Petroleum Institute, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $83M in total end-of-year assets and covers 227 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 130433430, and the plan has been effective since 1941-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $73M at the beginning of 2023 to $83M at year-end โ€” a gain of 13.3%. Net assets (after liabilities) closed the year at $83M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$73M
Total Assets (End of Year)$83M
Net Assets (End of Year)$83M
Net Income$10M
Plan TypeDefined Benefit (Pension)
Employer EIN130433430
Plan Effective Date1941-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Petroleum Institute)

Year Plans Participants Total Assets
2022 2 576 $179M
2023 2 526 $208M
2024 2 508 $223M

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the American Petroleum Institute Retirement Income Plan?
As of the 2023 Form 5500 filing, American Petroleum Institute Retirement Income Plan holds $83M in total assets with 227 participants. It is sponsored by American Petroleum Institute.
What type of plan is American Petroleum Institute Retirement Income Plan?
American Petroleum Institute Retirement Income Plan is a Defined Benefit (Pension) plan. It has been effective since 1941-07-01. The plan is filed with the U.S. Department of Labor under EIN 130433430.
Who sponsors the American Petroleum Institute Retirement Income Plan?
American Petroleum Institute Retirement Income Plan is sponsored by American Petroleum Institute, located in District of Columbia. The sponsor's EIN is 130433430 and the plan operates in the Other Services industry.
How did American Petroleum Institute Retirement Income Plan perform in 2023?
American Petroleum Institute Retirement Income Plan grew by 13.3% during 2023, moving from $73M to $83M in total assets. Net income was $10M.
Where can I find official filings for American Petroleum Institute Retirement Income Plan?
Official Form 5500 filings for American Petroleum Institute Retirement Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 130433430 or plan name at efast.dol.gov.
How does American Petroleum Institute Retirement Income Plan compare to other plans?
You can compare American Petroleum Institute Retirement Income Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 130433430.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.