Defined Benefit (Pension) · DOL Form 5500 · 2023

Motiva Enterprises LLC Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
95
Participants Small participant base
72nd
Percentile by assets National rank
$207,675
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Motiva Chemicals Cash Balance Pension Plan · Sponsored by Motiva Enterprises LLC · Texas · Manufacturing

$20M in assets, 95 participants

Motiva Enterprises LLC's Motiva Chemicals Cash Balance Pension Plan reported $20M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,634 in Manufacturing (18,722 peers)

Motiva Enterprises LLC multi-year trail

Motiva Enterprises LLC's plans moved +26.8% in assets from 2022 to 2024; this filing shows Motiva Chemicals Cash Balance Pension Plan at $20M / 95 participants.

#11,634
in Manufacturing (18,722 peers)
+11.4%
assets growth YoY

Motiva Chemicals Cash Balance Pension Plan's outsized position by total assets

Motiva Chemicals Cash Balance Pension Plan vs every filed plan by assets

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

$19,729,133 Top 28% higher than 72% 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

Motiva Chemicals Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Motiva Chemicals Cash Balance Pension Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Motiva Chemicals Cash Balance Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Motiva Chemicals Cash Balance Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Motiva Chemicals Cash Balance Pension Plan reported participants fell from 104 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760262490 · Motiva Enterprises LLC PY 2023 · Defined Benefit (Pension)

Motiva Chemicals Cash Balance Pension Plan · $20M · 95 · 72nd

  • PCT $20M
  • EIN 95
  • RANK 72nd
  • PHOTO Defined Benefit (Pension)
  • IND near Woodward Fst Employees' Pension Plan
  • EOY ind #11634

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 →

Motiva Chemicals Cash Balance Pension Plan in the asset neighbourhood

Laborers' Int'l Union of NA Local 1822 Pension FunLaborers' Int'l Union of NA …$20MMotiva Chemicals Cash Balance Pension PlanMotiva Chemicals Cash Balanc…$20MWoodward Fst Employees' Pension PlanWoodward Fst Employees' Pens…$20MAmerican Farm Bureau Federation and Affiliated Companies Employees' Retirement PlanAmerican Farm Bureau Federat…$20MRotork Controls, Inc. Pension PlanRotork Controls, Inc. Pensio…$20M
End-of-year total assets ($M) among Motiva Chemicals Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Motiva Enterprises LLC multi-year asset trail

Sponsor-wide plan assets over time

All Motiva Enterprises LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 26.76390140656843% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.11B $1.4B ▲ +26.1%
Year Plans Participants Total Assets
2022 4 4,957 $1.1B
2023 4 4,850 $1.3B
2024 4 5,249 $1.4B

Motiva Enterprises LLC filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN760262490
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Motiva Chemicals Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Motiva Chemicals Cash Balance Pension Plan, Total assets ($B): 0.019729133 · Participants: 95Motiva Chemicals Cash Balance 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
Motiva Chemicals Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Motiva Chemicals Cash Balance Pension Plan side-by-side with 3 peers →

Motiva Chemicals 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 Woodward Fst Employees' Pension Plan in CO ($20M); by covered participants it is Provident Bank Pension Plan in NJ (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Motiva Chemicals Cash Balance Pension Plan assets move in 2023? ▼
Motiva Chemicals Cash Balance Pension Plan grew at a solid clip - up 11.4% during 2023, from $18M to $20M. Reported net income was $2M.
How have Motiva Enterprises LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motiva Enterprises LLC's sponsor-wide assets grew 26.8%, from $1.1B to $1.4B.
Which Defined Benefit (Pension) plans are similar in size to Motiva Chemicals Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Woodward Fst Employees' Pension Plan in CO ($20M, 51 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Motiva Chemicals Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Provident Bank Pension Plan in NJ (95 participants, $53M 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 760262490.

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.