401(k) · DOL Form 5500 · 2023

Petroleum Wholesale, L.P. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
314
Participants Below avg headcount
62nd
Percentile by assets National rank
$37,249
Avg per participant Low balance/head
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Official DOL plan name: Petroleum Wholesale LP 401(k) Profit Sharing Plan · Sponsored by Petroleum Wholesale, L.P. · Texas · Wholesale Trade

$12M in assets, 314 participants

Petroleum Wholesale, L.P.'s Petroleum Wholesale LP 401(k) Profit Sharing Plan reported $12M in total assets and 314 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.

  • #3,453 in Wholesale Trade (6,309 peers)

Coverage in Texas

Petroleum Wholesale LP 401(k) Profit Sharing Plan covers 314 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,453
in Wholesale Trade (6,309 peers)
+14.0%
assets growth YoY

Petroleum Wholesale LP 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Petroleum Wholesale LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,696,177 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

Petroleum Wholesale LP 401(k) Profit Sharing 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 Wholesale LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petroleum Wholesale LP 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Petroleum Wholesale LP 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Petroleum Wholesale LP 401(k) Profit Sharing Plan reported participants rose from 298 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730956836 · Petroleum Wholesale, L.P. PY 2023 · 401(k)

Petroleum Wholesale LP 401(k) Profit Sharing Plan · $12M · 314 · 62nd

  • BOOK $12M
  • VS-ST 314
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Healthcrest Surgical 401(k) Plan
  • PART ind #3453

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 Wholesale Trade retirement plans → · Plans in Texas →

Petroleum Wholesale LP 401(k) Profit Sharing Plan in the asset neighbourhood

Petroleum Wholesale LP 401(k) Profit Sharing PlanPetroleum Wholesale LP 401(k…$12MHealthcrest Surgical 401(k) PlanHealthcrest Surgical 401(k) …$12MFair-Rite Products Corp. 401(k) PlanFair-Rite Products Corp. 401…$12MAlimera Sciences, Inc. 401(k) PlanAlimera Sciences, Inc. 401(k…$12MDronedeploy, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Petroleum Wholesale LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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$1M
Employer EIN730956836
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petroleum Wholesale, L.P.)

Sponsor-wide plan assets over time

All Petroleum Wholesale, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.375247915560081% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.6M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 298 $10M
2023 1 314 $12M
2024 1 332 $12M

Nearby 401(k) Plans in Texas

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

Petroleum Wholesale LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Petroleum Wholesale LP 401(k) Profit Sharing Plan, Total assets ($B): 0.011696177 · Participants: 314Petroleum Wholesale LP 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Petroleum Wholesale LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Petroleum Wholesale LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petroleum Wholesale LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Healthcrest Surgical 401(k) Plan in OK ($12M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Wholesale LP 401(k) Profit Sharing Plan assets move in 2023? ▼
Petroleum Wholesale LP 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $10M to $12M. Reported net income was $1M.
How have Petroleum Wholesale, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petroleum Wholesale, L.P.'s sponsor-wide assets grew 13.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Petroleum Wholesale LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcrest Surgical 401(k) Plan in OK ($12M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Petroleum Wholesale LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 730956836.

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.