401(k) · DOL Form 5500 · 2023

United Refining Company of Pennsylvania 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,545
Participants Near avg headcount
59th
Percentile by assets National rank
$6,666
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Refining Company of PA Incentive Savings Plan · Sponsored by United Refining Company of Pennsylvania · Pennsylvania · Manufacturing

$10M in assets, 1,545 participants

United Refining Company of Pennsylvania's United Refining Company of PA Incentive Savings Plan reported $10M in total assets and 1,545 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,536 in Manufacturing (18,722 peers)

United Refining Company of Pennsylvania multi-year trail

United Refining Company of Pennsylvania's plans moved +37.6% in assets from 2022 to 2024; this filing shows United Refining Company of PA Incentive Savings Plan at $10M / 1,545 participants.

#8,536
in Manufacturing (18,722 peers)
+21.7%
assets growth YoY

United Refining Company of PA Incentive Savings Plan's mid-pack asset rank among Manufacturing and all filers

United Refining Company of PA Incentive Savings Plan vs every filed plan by assets

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

$10,298,858 Top 41% higher than 59% 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

United Refining Company of PA Incentive Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Refining Company of PA Incentive Savings Plan lands in the large band (1,545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Refining Company of PA Incentive Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Refining Company of PA Incentive Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • United Refining Company of PA Incentive Savings Plan reported participants rose from 1,478 in the plan year 2022 filing to 1,545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 250850960 · United Refining Company of Pennsylvania PY 2023 · 401(k)

United Refining Company of PA Incentive Savings Plan · $10M · 1,545 · 59th

  • EBSA $10M
  • EBSA 1,545
  • EBSA 59th
  • EBSA 401(k)
  • EBSA near Employee Benefit Plan of Capitol County Children's Collaborative
  • EBSA ind #8536

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 Pennsylvania →

United Refining Company of PA Incentive Savings Plan in the asset neighbourhood

United Refining Company of PA Incentive Savings PlanUnited Refining Company of P…$10MEmployee Benefit Plan of Capitol County Children's CollaborativeEmployee Benefit Plan of Cap…$10MAmerican Security Products Company 401(k) PlanAmerican Security Products C…$10MEdgewater Automation 401(k) PlanEdgewater Automation 401(k) …$10MH2o.Ai, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among United Refining Company of PA Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Refining Company of Pennsylvania multi-year asset trail

Sponsor-wide plan assets over time

All United Refining Company of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$12M 37.64604283204535% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.91M $12.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 2,006 $9M
2023 2 1,545 $10M
2024 1 1,736 $12M

United Refining Company of Pennsylvania filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN250850960
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

United Refining Company of PA Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants United Refining Company of PA Incentive Savings Plan, Total assets ($B): 0.010298858 · Participants: 1545United Refining Company of PA Incentive Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
United Refining Company of PA Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare United Refining Company of PA Incentive Savings Plan side-by-side with 3 peers →

United Refining Company of PA Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Employee Benefit Plan of Capitol County Children's Collaborative in NJ ($10M); by covered participants it is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,545 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 United Refining Company of PA Incentive Savings Plan assets move in 2023? ▼
United Refining Company of PA Incentive Savings Plan grew sharply - up 21.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have United Refining Company of Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Refining Company of Pennsylvania's sponsor-wide assets grew 37.6%, from $9M to $12M.
Which 401(k) plans are similar in size to United Refining Company of PA Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Capitol County Children's Collaborative in NJ ($10M, 104 participants).
Which 401(k) plans cover a similar participant headcount to United Refining Company of PA Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA (1,545 participants, $15M 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 250850960.

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.