Defined Benefit (Pension) · DOL Form 5500 · 2023

Pasadena Refining System Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
130
Participants Small participant base
87th
Percentile by assets National rank
$449,087
Avg per participant High balance/head
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Official DOL plan name: Pasadena Refining System, Inc. Retirement Plan · Sponsored by Pasadena Refining System · Texas · Manufacturing

$58M in assets, 130 participants

Pasadena Refining System's Pasadena Refining System, Inc. Retirement Plan reported $58M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,181 in Manufacturing (18,722 peers)

Coverage in Texas

Pasadena Refining System, Inc. Retirement Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $58M.

#15,181
in Manufacturing (18,722 peers)
+6.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pasadena Refining System, Inc. Retirement Plan's outsized position by total assets

Pasadena Refining System, Inc. Retirement Plan vs every filed plan by assets

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

$58,381,296 Top 13% higher than 87% 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

Pasadena Refining System, Inc. Retirement 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. Pasadena Refining System, Inc. Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pasadena Refining System, Inc. Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pasadena Refining System, Inc. Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Pasadena Refining System, Inc. Retirement Plan reported participants fell from 135 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061513158 · Pasadena Refining System PY 2023 · Defined Benefit (Pension)

Pasadena Refining System, Inc. Retirement Plan · $58M · 130 · 87th

  • BOOK $58M
  • BOOK 130
  • BOOK 87th
  • BOOK Defined Benefit (Pension)
  • BOOK near Pension Plan and Employees' Trust of Father Flanagan's Boys' Home
  • BOOK ind #15181

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 →

Pasadena Refining System, Inc. Retirement Plan in the asset neighbourhood

Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried EmployeesTwin Disc, Inc Combined Reti…$59MFresh Mark, Inc. Pension Plan$59MPasadena Refining System, Inc. Retirement PlanPasadena Refining System, In…$58MPension Plan and Employees' Trust of Father Flanagan's Boys' HomePension Plan and Employees' …$58MRetirement Plan a for Employees of American Crystal Sugar CompanyRetirement Plan a for Employ…$58M
End-of-year total assets ($M) among Pasadena Refining System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$58M
Net Income$3M
Employer EIN061513158
Plan Effective Date2005-01-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Pasadena Refining System)

Sponsor-wide plan assets over time

All Pasadena Refining System plans reported in each filing year

Latest sponsor-wide plan assets
$62M 11.965956231802112% vs 2022
2024 filing year
$54M$56M$58M$60M$62M$64M 202220232024 $55.1M $61.6M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 309 $55M
2023 1 130 $58M
2024 1 119 $62M

Nearby Defined Benefit (Pension) Plans in Texas

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

Pasadena Refining System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pasadena Refining System, Inc. Retirement Plan, Total assets ($B): 0.058381296 · Participants: 130Pasadena Refining System, Inc. Retirement 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
Pasadena Refining System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Pasadena Refining System, Inc. Retirement Plan side-by-side with 3 peers →

Pasadena Refining System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan and Employees' Trust of Father Flanagan's Boys' Home in NE ($58M); by covered participants it is IBEW Local 840 Pension Fund in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Pasadena Refining System, Inc. Retirement Plan assets move in 2023? ▼
Pasadena Refining System, Inc. Retirement Plan grew at a solid clip - up 6.0% during 2023, from $55M to $58M. Reported net income was $3M.
How have Pasadena Refining System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pasadena Refining System's sponsor-wide assets grew 12.0%, from $55M to $62M.
Where does Pasadena Refining System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Pasadena Refining System, Inc. Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pasadena Refining System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan and Employees' Trust of Father Flanagan's Boys' Home in NE ($58M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pasadena Refining System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 840 Pension Fund in NY (130 participants, $29M 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 061513158.

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.