Defined Benefit (Pension) · DOL Form 5500 · 2023

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
67
Participants Small participant base
38th
Percentile by assets National rank
$52,186
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$3M in assets, 67 participants

Calumet Gp, LLC's Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported $3M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,345 in Finance & Insurance (8,869 peers)

Calumet Gp, LLC multi-year trail

Calumet Gp, LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Montana Refining Employees of Calumet Gp, LLC at $3M / 67 participants.

#2,345
in Finance & Insurance (8,869 peers)
+2.7%
assets growth YoY

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs every filed plan by assets

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

$3,496,448 38th percentile higher than 38% 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

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Montana Refining Employees of Calumet Gp, LLC is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported net income rose from -$1M in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported participants fell from 77 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364579817 · Calumet Gp, LLC PY 2023 · Defined Benefit (Pension)

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · $3M · 67 · 38th

  • TYPE $3M
  • NET 67
  • BOOK 38th
  • VS-ST Defined Benefit (Pension)
  • BOY near Manhattan Oculofacial Plastic Surgery, P.C. Defined Benefit Plan
  • SCH ind #2345

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 Finance & Insurance retirement plans → · Plans in Indiana →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC in the asset neighbourhood

Retirement Plan for Montana Refining Employees of Calumet Gp, LLCRetirement Plan for Montana …$3MManhattan Oculofacial Plastic Surgery, P.C. Defined Benefit PlanManhattan Oculofacial Plasti…$3MWestern Union International, Inc. Pension PlanWestern Union International,…$3MBenjamin W. Wong & Associates Defined Benefit Pension PlanBenjamin W. Wong & Associate…$4MBergen Power Pipe Supports, Inc Defined Benefit Pension PlanBergen Power Pipe Supports, …$3M
End-of-year total assets ($M) among Retirement Plan for Montana Refining Employees of Calumet Gp, LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Calumet Gp, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Calumet Gp, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$82K
Employer EIN364579817
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Retirement Plan for Montana Refining Employees of Calumet Gp, LLC, Total assets ($B): 0.003496448 · Participants: 67Retirement Plan for Montana Refining Employees of Calumet Gp, LLCThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Retirement Plan for Montana Refining Employees of Calumet Gp, LLC side-by-side with 3 peers →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Manhattan Oculofacial Plastic Surgery, P.C. Defined Benefit Plan in NY ($3M); by covered participants it is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Montana Refining Employees of Calumet Gp, LLC assets move in 2023? ▼
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC edged up modestly - up 2.7% during 2023, from $3M to $3M. Reported net income was $82K.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Manhattan Oculofacial Plastic Surgery, P.C. Defined Benefit Plan in NY ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants, $49M 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 364579817.

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.