401(k) · DOL Form 5500 · 2023
United Refining Company 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 349
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $107,467
- Avg per participant Below avg balance/head
Official DOL plan name: United Refining Company Incentive Savings Plan for Hourly Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing
$38M in assets, 349 participants
United Refining Company's United Refining Company Incentive Savings Plan for Hourly Employees reported $38M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,002 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
United Refining Company Incentive Savings Plan for Hourly Employees covers 349 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.
- #14,002
- in Manufacturing (18,722 peers)
- +18.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Refining Company Incentive Savings Plan for Hourly Employees's outsized position by total assets
United Refining Company Incentive Savings Plan for Hourly Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,505,814 Top 18% higher than 82% 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 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 Incentive Savings Plan for Hourly Employees sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Refining Company Incentive Savings Plan for Hourly Employees reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- United Refining Company Incentive Savings Plan for Hourly Employees end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- United Refining Company Incentive Savings Plan for Hourly Employees reported participants rose from 322 in the plan year 2022 filing to 349 in the plan year 2023 filing.
DOL schedule card
Filing strip 251411751 · United Refining Company PY 2023 · 401(k)
United Refining Company Incentive Savings Plan for Hourly Employees · $38M · 349 · 82nd
- BOOK $38M
- BOOK 349
- BOOK 82nd
- BOOK 401(k)
- BOOK near Red Hawk Casino 401(k) Plan
- BOOK ind #14002
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 Hourly Employees in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $6M |
| 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 Hourly Employees's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Red Hawk Casino 401(k) Plan in CA ($38M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Csc Investments, LLC 401(k) Plan (TN) 349 · 0 off
- Doll Distributing LLC 401(k) Retirement Plan (IA) 349 · 0 off
- Epsilon, Inc. 401(k) Plan (NC) 349 · 0 off
- Ship8 Inc 401(k) Plan (CA) 349 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.