Defined Benefit (Pension) · DOL Form 5500 · 2023

Motiva Enterprises, LLC Pension Plan

Data updated 2026-08-25

$455M
Total assets Above avg plan size
2,387
Participants Above avg headcount
97th
Percentile by assets National rank
$190,461
Avg per participant Above avg balance/head
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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.

  • #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.

#17,885
in Manufacturing (18,722 peers)
+17.4%
assets growth YoY
4.6×
vs typical plan assets (national mean)

Motiva Pension Plan's outsized position by total assets

Motiva Pension Plan vs every filed plan by assets

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

$454,629,474 Top 3% higher than 97% 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 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. Motiva Pension Plan lands in the large band (2,387 participants).

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 →

DOL schedule card

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

Motiva Pension Plan · $455M · 2,387 · 97th

  • BOOK $455M
  • BOOK 2,387
  • BOOK 97th
  • BOOK Defined Benefit (Pension)
  • BOOK near Associated Banc-Corp Retirement Account Plan
  • BOOK ind #17885

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 Pension Plan in the asset neighbourhood

Cambia Health Solutions Retirement PlanCambia Health Solutions Reti…$456MMotiva Pension Plan$455MAssociated Banc-Corp Retirement Account PlanAssociated Banc-Corp Retirem…$454MPension Plan for All Eligible Employees of CranePension Plan for All Eligibl…$453MHawaii Pacific Health Retirement PlanHawaii Pacific Health Retire…$452M
End-of-year total assets ($M) among Motiva Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

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

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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Motiva Pension Plan, Total assets ($B): 0.454629474 · Participants: 2387Motiva 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 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Motiva Pension Plan side-by-side with 3 peers →

Motiva Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Associated Banc-Corp Retirement Account Plan in WI ($454M); by covered participants it is Federated Mutual Retirement Plan in MN (2,391 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($455M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,387 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Motiva Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Federated Mutual Retirement Plan in MN (2,391 participants, $759M 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.