Defined Benefit (Pension) · DOL Form 5500 · 2023
Totalenergies Finance USA, Inc. Pension Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 1,626
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $63,967
- Avg per participant Low balance/head
Official DOL plan name: Totalenergies Finance USA, Inc. Cash Balance Pension Plan · Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing
$104M in assets, 1,626 participants
Totalenergies Finance USA, Inc.'s Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported $104M in total assets and 1,626 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,332 in Manufacturing (18,722 peers)
Coverage in Texas
Totalenergies Finance USA, Inc. Cash Balance Pension Plan covers 1,626 participants in Texas, 2.4x the typical Texas plan (state average ~688 per filing). Assets: $104M.
- #16,332
- in Manufacturing (18,722 peers)
- +10.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Totalenergies Finance USA, Inc. Cash Balance Pension Plan's outsized position by total assets
Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$104,011,072 Top 8% higher than 92% 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
Totalenergies Finance USA, Inc. Cash Balance Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Totalenergies Finance USA, Inc. Cash Balance Pension Plan lands in the large band (1,626 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported net income rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported participants rose from 1,386 in the plan year 2022 filing to 1,626 in the plan year 2023 filing.
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan end-of-year assets rose from $94M in the plan year 2022 filing to $104M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 233060301 · Totalenergies Finance USA, Inc. PY 2023 · Defined Benefit (Pension)
Totalenergies Finance USA, Inc. Cash Balance Pension Plan · $104M · 1,626 · 92nd
- PART $104M
- TYPE 1,626
- NET 92nd
- BOOK Defined Benefit (Pension)
- VS-ST near Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan
- BOY ind #16332
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. Cash Balance Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $10M |
| Employer EIN | 233060301 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING 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
| 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.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Totalenergies Finance USA, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan in ND ($104M); by covered participants it is Carefirst, Inc. Retirement Plan in MD (1,626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) $104M · 1,028
- Mtd Products Inc Pension Plan (OH) $104M · 848
- Soft Drink Industry Pension Fund (IL) $104M · N/A
- Teamsters Local 408 Pension Plan (NJ) $104M · 189
Similar participant headcount
Nearest other-state filings by covered participants (1,626 participants); asset peers above are excluded.
- Carefirst, Inc. Retirement Plan (MD) 1,626 · 0 off
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund (IL) 1,626 · 0 off
- Pension Plan of Holman Enterprises (NJ) 1,627 · 1 off
- The Cooper Companies, Inc. Retirement Income Plan (CA) 1,628 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.