401(k) · DOL Form 5500 · 2023

Lima Refining Company 401(k) Plan

Data updated 2026-08-11

$121M
Total assets: 452
Participants: 92nd
Percentile by assets: $267,322
Avg per participant

Official DOL plan name: Lima Refining Company and Superior Refining Company LLC 401(k) Plan · Sponsored by Lima Refining Company · Ohio · Manufacturing

$121M in assets, 452 participants

Lima Refining Company's Lima Refining Company and Superior Refining Company LLC 401(k) Plan reported $121M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,560 in Manufacturing (18,722 peers)

Where Lima Refining Company and Superior Refining Company LLC 401(k) Plan sits by assets

Lima Refining Company and Superior Refining Company LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $121M for 452 participants (~$267,322/participant), up 30.5% in 2023.

$121M
total plan assets (2023 EOY): 452
covered participants: 92nd
percentile by assets (of 127,072 plans): $267,322
avg assets per participant

Where Lima Refining Company and Superior Refining Company LLC 401(k) Plan sits by total assets

Lima Refining Company and Superior Refining Company LLC 401(k) Plan vs every filed plan by assets

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

$120,829,745 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lima Refining Company and Superior Refining Company LLC 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Lima Refining Company and Superior Refining Company LLC 401(k) Plan end-of-year assets rose from $93M in the plan year 2022 filing to $121M in the plan year 2023 filing.
Lima Refining Company and Superior Refining Company LLC 401(k) Plan reported participants rose from 380 in the plan year 2022 filing to 452 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Manufacturing

Lima Refining Company and Superior Refining Company LLC 401(k) Plan vs the 2023 asset distribution

By assets, Lima Refining Company and Superior Refining Company LLC 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$93M
Net Assets (End of Year)	$121M
Net Income	$32M
Employer EIN	223948622
Plan Effective Date	2007-07-03
Filing Status	FILING RECEIVED

Sponsor Plan History (Lima Refining Company)

Total plan assets by year, all Lima Refining Company plans on file

Year	Plans	Participants	Total Assets
2022	2	662	$200M
2023	2	765	$267M
2024	2	1,445	$336M

Nearby 401(k) Plans in Ohio

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

Lima Refining Company and Superior Refining Company LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Lima Refining Company and Superior Refin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lima Refining Company and Superior Refining Company LLC 401(k) Plan by total assets, not by location.

J.F. Taylor, Inc. 401(k) Plan (MD) $121M · 471
Northwest Kidney Centers Tax Deferred 401(k) Plan and Trust (WA) $121M · 598
Woods Rogers Vandeventer Black PLC Profit Sharing Plan (VA) $121M · 114
Shopify (USA), Inc. 401(k) Plan (NY) $121M · 2,482

Frequently Asked Questions

How did Lima Refining Company and Superior Refining Company LLC 401(k) Plan assets move in 2023? ▼

Lima Refining Company and Superior Refining Company LLC 401(k) Plan surged - up 30.5% during 2023, from $93M to $121M. Reported net income was $32M.

How have Lima Refining Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lima Refining Company's sponsor-wide assets grew 67.7%, from $200M to $336M.

Where does Lima Refining Company and Superior Refining Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Lima Refining Company and Superior Refining Company LLC 401(k) Plan ranks in the 92nd 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 401(k) plans are similar in size to Lima Refining Company and Superior Refining Company LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is J.F. Taylor, Inc. 401(k) Plan in MD ($121M, 471 participants).

Next read for Lima Refining Company and Superior Refin…

Scale reading

Ways to act on Lima Refining Company and Superior Refining Company LLC 401(k) Plan's numbers.

By total assets, Lima Refining Company and Superior Refining Company LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Lima Refining Company's sponsor-wide assets have grown 67.7% since 2022 across 3 plan years on file. More Manufacturing plans

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 223948622.