Defined Benefit (Pension) · DOL Form 5500 · 2023

Totalenergies Finance USA, Inc. Pension Plan

Data updated 2026-08-25

$656M
Total assets Above avg plan size
471
Participants Below avg headcount
98th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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.

  • #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.

#18,091
in Manufacturing (18,722 peers)
+0.2%
assets growth YoY
6.6×
vs typical plan assets (national mean)

Totalenergies Finance USA, Inc. Pension Plan's outsized position by total assets

Totalenergies Finance USA, Inc. Pension Plan vs every filed plan by assets

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

$656,205,038 Top 2% higher than 98% 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

Totalenergies Finance USA, Inc. Pension Plan 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. Totalenergies Finance USA, Inc. Pension Plan sits mid-pack in the medium band (471 participants).

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 →

Plan-year Form 5500 strip

Filing strip 233060301 · Totalenergies Finance USA, Inc. PY 2023 · Defined Benefit (Pension)

Totalenergies Finance USA, Inc. Pension Plan · $656M · 471 · 98th

  • BOY $656M
  • SCH 471
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Penske Cash Balance Benefit Plan
  • NET ind #18091

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 Texas →

Totalenergies Finance USA, Inc. Pension Plan in the asset neighbourhood

Northern California Electrical Workers Pension PlanNorthern California Electric…$657MTotalenergies Finance USA, Inc. Pension PlanTotalenergies Finance USA, I…$656MPenske Cash Balance Benefit PlanPenske Cash Balance Benefit …$656MKirkland & Ellis LLP 2011 Retirement PlanKirkland & Ellis LLP 2011 Re…$655MLegacy Allergan, Inc. Pension PlanLegacy Allergan, Inc. Pensio…$653M
End-of-year total assets ($M) among Totalenergies Finance USA, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Totalenergies Finance USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 12.40643672950945% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.38B $1.55B ▲ +12.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Totalenergies Finance USA, Inc. Pension Plan, Total assets ($B): 0.656205038 · Participants: 471Totalenergies Finance USA, Inc. Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Totalenergies Finance USA, Inc. Pension Plan side-by-side with 3 peers →

Totalenergies Finance USA, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Penske Cash Balance Benefit Plan in PA ($656M); by covered participants it is Brown-Forman Corporation Hourly Employees Retirement Plan in KY (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($656M here).

Similar participant headcount

Nearest other-state filings by covered participants (471 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Totalenergies Finance USA, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brown-Forman Corporation Hourly Employees Retirement Plan in KY (471 participants, $51M 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 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.