401(k) · DOL Form 5500 · 2023
Lima Refining Company 401(k) Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 452
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $267,322
- Avg per participant High balance/head
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.
- #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.
- #16,560
- in Manufacturing (18,722 peers)
- +30.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Lima Refining Company and Superior Refining Company LLC 401(k) Plan's outsized position 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 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. Lima Refining Company and Superior Refining Company LLC 401(k) Plan sits mid-pack in the medium band (452 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 223948622 · Lima Refining Company PY 2023 · 401(k)
Lima Refining Company and Superior Refining Company LLC 401(k) Plan · $121M · 452 · 92nd
- EOY $121M
- EOY 452
- EOY 92nd
- EOY 401(k)
- EOY near J.F. Taylor, Inc. 401(k) Plan
- EOY ind #16560
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 Ohio →
Lima Refining Company and Superior Refining Company LLC 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Lima Refining Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $336M 67.6530753510666% vs 2022
- 2024 filing year
| 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.
- 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
Lima Refining Company and Superior Refining Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is J.F. Taylor, Inc. 401(k) Plan in MD ($121M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (452 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.