401(k) · DOL Form 5500 · 2023
United Refining Company 401(k) Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 480
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $156,969
- Avg per participant Above avg balance/head
Official DOL plan name: United Refining Company Incentive Savings Plan for Salaried Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing
$75M in assets, 480 participants
United Refining Company's United Refining Company Incentive Savings Plan for Salaried Employees reported $75M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,730 in Manufacturing (18,722 peers)
Where United Refining Company Incentive Savings Plan for Salaried Employees sits by assets
United Refining Company Incentive Savings Plan for Salaried Employees sits in the top quartile of all filed plans by assets, $75M for 480 participants (~$156,969/participant), up 13.8% in 2023.
- #15,730
- in Manufacturing (18,722 peers)
- +13.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
United Refining Company Incentive Savings Plan for Salaried Employees's outsized position by total assets
United Refining Company Incentive Savings Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,345,011 Top 11% higher than 89% 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 Incentive Savings Plan for Salaried 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 Incentive Savings Plan for Salaried Employees sits mid-pack in the medium band (480 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Refining Company Incentive Savings Plan for Salaried Employees reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- United Refining Company Incentive Savings Plan for Salaried Employees end-of-year assets rose from $66M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- United Refining Company Incentive Savings Plan for Salaried Employees reported participants rose from 468 in the plan year 2022 filing to 480 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251411751 · United Refining Company PY 2023 · 401(k)
United Refining Company Incentive Savings Plan for Salaried Employees · $75M · 480 · 89th
- EOY $75M
- 5500 480
- ASSETS 89th
- PCT 401(k)
- EIN near Gelson's Markets 401(k) Plan
- RANK ind #15730
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 Incentive Savings Plan for Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $9M |
| Employer EIN | 251411751 |
| Plan Effective Date | 1989-07-01 |
| 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 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
United Refining Company Incentive Savings Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Gelson's Markets 401(k) Plan in CA ($75M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (480 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Gelson's Markets 401(k) Plan (CA) $75M · 171
- Sage 401(k) Plan (MA) $75M · 671
- Best Best & Krieger LLP Profit-Sharing & Employee Savings Plan (CA) $75M · 395
- Lowenstein Sandler 401(k) Plan (NJ) $75M · 324
Similar participant headcount
Nearest other-state filings by covered participants (480 participants); asset peers above are excluded.
- Bass Thrift / 401(k) Plan and Trust (TX) 480 · 0 off
- Bethany Lutheran Homes 401(k) Plan (WI) 480 · 0 off
- Launchdarkly 401(k) Plan (CA) 480 · 0 off
- Riddle's Group, Inc. Retirement Savings Plan (SD) 480 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.