Defined Benefit (Pension) · DOL Form 5500 · 2023

Motiva Enterprises, LLC Pension Plan

Data updated 2026-08-11

$455M
Total assets
2,387
Participants
97th
Percentile by assets
$190,461
Avg per participant
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Official DOL plan name: Motiva Pension Plan · Sponsored by Motiva Enterprises, LLC · Texas · Manufacturing

$455M in assets, 2,387 participants

Motiva Enterprises, LLC's Motiva Pension Plan reported $455M in total assets and 2,387 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #17,885 in Manufacturing (18,722 peers)

Coverage in Texas

Motiva Pension Plan covers 2,387 participants in Texas, 3.5x the typical Texas plan (state average ~688 per filing). Assets: $455M.

$455M
total plan assets (2023 EOY)
2,387
covered participants
97th
percentile by assets (of 127,072 plans)
$190,461
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Motiva Pension Plan reported net income rose from -$62M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Motiva Pension Plan end-of-year assets rose from $387M in the plan year 2022 filing to $455M in the plan year 2023 filing.
  • Motiva Pension Plan reported participants rose from 2,312 in the plan year 2022 filing to 2,387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Motiva Pension Plan reports 2,387 participants - 3.5x that state average ($455M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$387M
Net Assets (End of Year)$455M
Net Income$67M
Employer EIN760262490
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Motiva Enterprises, LLC)

$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.11B $1.4B ▲ +26.1%
Total plan assets by year, all Motiva Enterprises, LLC plans on file
Year Plans Participants Total Assets
2022 4 4,957 $1.1B
2023 4 4,850 $1.3B
2024 4 5,249 $1.4B

Nearby Defined Benefit (Pension) Plans in Texas

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

Motiva Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Motiva 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 Pension PlanAT&T Pension Benefit…Shell Pension PlanExxonmobil Pension P…Caterpillar Inc. Ret…Bp Retirement Accumu…
Motiva Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Motiva Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Motiva Pension Plan assets move in 2023?
Motiva Pension Plan grew sharply - up 17.4% during 2023, from $387M to $455M. Reported net income was $67M.
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.
Where does Motiva Pension Plan rank by assets among Form 5500 filers?
Motiva Pension Plan ranks in the 97th 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 Motiva Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Associated Banc-Corp Retirement Account Plan in WI ($454M, 3,497 participants).

Filing takeaways

Ways to act on Motiva Pension Plan's numbers.