Defined Benefit (Pension) · DOL Form 5500 · 2023

Totalenergies Finance USA, Inc. Pension Plan

Data updated 2026-08-11

$656M
Total assets
471
Participants
98th
Percentile by assets
$1.4M
Avg per participant
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Official DOL plan name: Totalenergies Finance USA, Inc. Pension Plan · Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing

$656M in assets, 471 participants

Totalenergies Finance USA, Inc.'s Totalenergies Finance USA, Inc. Pension Plan reported $656M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #18,091 in Manufacturing (18,722 peers)

Where Totalenergies Finance USA, Inc. Pension Plan sits by assets

Totalenergies Finance USA, Inc. Pension Plan sits in the top 5% of all filed plans by assets, $656M for 471 participants (~$1.4M/participant), up 0.2% in 2023.

$656M
total plan assets (2023 EOY)
471
covered participants
98th
percentile by assets (of 127,072 plans)
$1.4M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Totalenergies Finance USA, Inc. Pension Plan reported net income rose from -$251M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Totalenergies Finance USA, Inc. Pension Plan reported participants fell from 563 in the plan year 2022 filing to 471 in the plan year 2023 filing.
  • Totalenergies Finance USA, Inc. Pension Plan end-of-year assets rose from $655M in the plan year 2022 filing to $656M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Manufacturing

Totalenergies Finance USA, Inc. Pension Plan vs the 2023 asset distribution

By assets, Totalenergies Finance USA, Inc. Pension Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 6.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$655M
Net Assets (End of Year)$647M
Net Income$2M
Employer EIN233060301
Plan Effective Date1934-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Totalenergies Finance USA, Inc.)

$1.3B$1.4B$1.5B$1.6B 202220232024 $1.38B $1.55B ▲ +12.3%
Total plan assets by year, all Totalenergies Finance USA, Inc. plans on file
Year Plans Participants Total Assets
2022 3 4,468 $1.4B
2023 3 4,498 $1.5B
2024 3 4,355 $1.5B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Totalenergies Financ…AT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Totalenergies Finance USA, Inc. Pension … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Totalenergies Finance USA, Inc. Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Totalenergies Finance USA, Inc. Pension Plan assets move in 2023? ▼
Totalenergies Finance USA, Inc. Pension Plan held essentially flat - up 0.2% during 2023, from $655M to $656M. Reported net income was $2M.
How have Totalenergies Finance USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Totalenergies Finance USA, Inc.'s sponsor-wide assets grew 12.4%, from $1.4B to $1.5B.
Where does Totalenergies Finance USA, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Totalenergies Finance USA, Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Totalenergies Finance USA, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Penske Cash Balance Benefit Plan in PA ($656M, 15,110 participants).

Next read for Totalenergies Finance USA, Inc. Pension …

Scale reading

Ways to act on Totalenergies Finance USA, Inc. Pension Plan's numbers.

  • By total assets, Totalenergies Finance USA, Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Totalenergies Finance USA, Inc.'s sponsor-wide assets have grown 12.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 233060301.

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.