Defined Benefit (Pension) · DOL Form 5500 · 2023
United Refining Company Pension Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 114
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $343,991
- Avg per participant High balance/head
Official DOL plan name: United Refining Company Pension Plan for Hourly Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing
$39M in assets, 114 participants
United Refining Company's United Refining Company Pension Plan for Hourly Employees reported $39M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,149 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
United Refining Company Pension Plan for Hourly Employees covers 114 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.
- #14,149
- in Manufacturing (18,722 peers)
- +1.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Refining Company Pension Plan for Hourly Employees's outsized position by total assets
United Refining Company Pension Plan for Hourly Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,214,921 Top 17% higher than 83% 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
United Refining Company Pension Plan for Hourly Employees 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. United Refining Company Pension Plan for Hourly Employees sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Refining Company Pension Plan for Hourly Employees reported net income rose from -$10M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- United Refining Company Pension Plan for Hourly Employees reported participants fell from 125 in the plan year 2022 filing to 114 in the plan year 2023 filing.
- United Refining Company Pension Plan for Hourly Employees end-of-year assets rose from $39M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251411751 · United Refining Company PY 2023 · Defined Benefit (Pension)
United Refining Company Pension Plan for Hourly Employees · $39M · 114 · 83rd
- 5500 $39M
- ASSETS 114
- PCT 83rd
- EIN Defined Benefit (Pension)
- RANK near Hollingsworth & Vose Company Collectively Bargained Pension Plan
- PHOTO ind #14149
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 Pension Plan for Hourly Employees in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$5M |
| Employer EIN | 251411751 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Refining Company)
Sponsor-wide plan assets over time
All United Refining Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 31.797403837400466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,109 | $196M |
| 2023 | 4 | 1,120 | $255M |
| 2024 | 3 | 1,120 | $134M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
United Refining Company Pension Plan for Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hollingsworth & Vose Company Collectively Bargained Pension Plan in MA ($39M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Hollingsworth & Vose Company Collectively Bargained Pension Plan (MA) $39M · 216
- Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees (MO) $39M · 31
- Island Federal Credit Union Retirement Income Plan and Trust (NY) $39M · 120
- The Retirement Plan for Employees of the Decurion Corporation (CA) $39M · 22
Similar participant headcount
Nearest other-state filings by covered participants (114 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.