Defined Benefit (Pension) · DOL Form 5500 · 2023

Petro-Hunt, L.L.C. Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
94
Participants Small participant base
91st
Percentile by assets National rank
$988,632
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affiliated Pension Plan · Sponsored by Petro-Hunt, L.L.C. · Texas · Mining & Oil Extraction

$93M in assets, 94 participants

Petro-Hunt, L.L.C.'s Affiliated Pension Plan reported $93M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #662 in Mining & Oil Extraction (811 peers)

Where Affiliated Pension Plan sits by assets

Affiliated Pension Plan sits in the top 10% of all filed plans by assets, $93M for 94 participants (~$988,632/participant), up 6.9% in 2023.

#662
in Mining & Oil Extraction (811 peers)
+6.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Affiliated Pension Plan's outsized position by total assets

Affiliated Pension Plan vs every filed plan by assets

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

$92,931,396 Top 9% higher than 91% 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

Affiliated Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiliated Pension Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affiliated Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Affiliated Pension Plan reported participants fell from 102 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Affiliated Pension Plan end-of-year assets rose from $87M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752756884 · Petro-Hunt, L.L.C. PY 2023 · Defined Benefit (Pension)

Affiliated Pension Plan · $93M · 94 · 91st

  • EOY $93M
  • 5500 94
  • ASSETS 91st
  • PCT Defined Benefit (Pension)
  • EIN near Laborers' Local #157 Pension Fund
  • RANK ind #662

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Affiliated Pension Plan in the asset neighbourhood

Southern Bank and Trust Company Pension PlanSouthern Bank and Trust Comp…$93MWakemed Pension Plan$93MLaborers' Local #157 Pension FundLaborers' Local #157 Pension…$93MAffiliated Pension Plan$93MPlumbers Local Union No. 16 Pension PlanPlumbers Local Union No. 16 …$93M
End-of-year total assets ($M) among Affiliated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$93M
Net Income$6M
Employer EIN752756884
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petro-Hunt, L.L.C.)

Sponsor-wide plan assets over time

All Petro-Hunt, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$321M 21.173176336497296% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $265M $321M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 531 $265M
2023 2 541 $298M
2024 2 560 $321M

Nearby Defined Benefit (Pension) Plans in Texas

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

Affiliated Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Affiliated Pension Plan, Total assets ($B): 0.092931396 · Participants: 94Affiliated Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Affiliated Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Affiliated Pension Plan side-by-side with 3 peers →

Affiliated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Laborers' Local #157 Pension Fund in NY ($93M); by covered participants it is Retirement Plan for Employees of Ohio Valley General Hospital in PA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

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 Affiliated Pension Plan assets move in 2023? ▼
Affiliated Pension Plan grew at a solid clip - up 6.9% during 2023, from $87M to $93M. Reported net income was $6M.
How have Petro-Hunt, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petro-Hunt, L.L.C.'s sponsor-wide assets grew 21.2%, from $265M to $321M.
Where does Affiliated Pension Plan rank by assets among Form 5500 filers? ▼
Affiliated Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Affiliated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers' Local #157 Pension Fund in NY ($93M, 516 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Affiliated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Ohio Valley General Hospital in PA (94 participants, $129K 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 752756884.

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.