Profit Sharing · DOL Form 5500 · 2023

Xtra Oil Company Profit Sharing Plan

Data updated 2026-08-25

$636K
Total assets Small plan by assets
64
Participants Small participant base
20th
Percentile by assets National rank
$9,933
Avg per participant Low balance/head
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Official DOL plan name: Xtra Oil Company Profit Sharing Plan · Sponsored by Xtra Oil Company · California · Retail Trade

$636K in assets, 64 participants

Xtra Oil Company's Xtra Oil Company Profit Sharing Plan reported $636K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,628 in Retail Trade (8,414 peers)

What the 2023 filing shows

Xtra Oil Company Profit Sharing Plan holds $636K for 64 participants - about $9,933 per participant, among the smaller plans by assets on file.

#2,628
in Retail Trade (8,414 peers)
-0.2%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xtra Oil Company Profit Sharing Plan among the smaller filed plans by assets

Xtra Oil Company Profit Sharing Plan vs every filed plan by assets

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

$635,739 20th percentile higher than 20% 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

Xtra Oil Company Profit Sharing 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. Xtra Oil Company Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xtra Oil Company Profit Sharing Plan reported net income rose from -$21K in the plan year 2022 filing to -$2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942187649 · Xtra Oil Company PY 2023 · Profit Sharing

Xtra Oil Company Profit Sharing Plan · $636K · 64 · 20th

  • VS-ST $636K
  • VS-ST 64
  • VS-ST 20th
  • VS-ST Profit Sharing
  • VS-ST near Roberto Aguayo Rosario Retirement Plan
  • VS-ST ind #2628

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 Retail Trade retirement plans → · Plans in California →

Xtra Oil Company Profit Sharing Plan in the asset neighbourhood

Xtra Oil Company Profit Sharing PlanXtra Oil Company Profit Shar…$636KRoberto Aguayo Rosario Retirement PlanRoberto Aguayo Rosario Retir…$636KPerez-Nanez & Rodriguez Marxuach Retirement Plan (Also Know as Edna L. Perez Nanez Retirement Plan)Perez-Nanez & Rodriguez Marx…$636KM.a.D.E. Ventures, Inc. Retirement PlanM.a.D.E. Ventures, Inc. Reti…$636KJudi-Coop Retirement Plan$636K
End-of-year total assets ($M) among Xtra Oil Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$637K
Net Assets (End of Year)$609K
Net Income-$2K
Employer EIN942187649
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Xtra Oil Company)

Sponsor-wide plan assets over time

All Xtra Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$594K 6.690934548925055% vs 2022
2024 filing year
$0.58M$0.6M$0.62M$0.64M$0.66M 202220232024 $0.64M $0.59M ▼ -7.8%
Year Plans Participants Total Assets
2022 1 64 $637K
2023 1 64 $636K
2024 1 61 $594K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Xtra Oil Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Xtra Oil Company Profit Sharing Plan, Total assets ($B): 0.000635739 · Participants: 64Xtra Oil Company Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Xtra Oil Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Xtra Oil Company Profit Sharing Plan side-by-side with 3 peers →

Xtra Oil Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Roberto Aguayo Rosario Retirement Plan in PR ($636K); by covered participants it is Samon's Tiger Stores, Inc. Psp Profit Sharing Plan in NM (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Xtra Oil Company Profit Sharing Plan assets move in 2023? ▼
Xtra Oil Company Profit Sharing Plan held essentially flat - down 0.2% during 2023, from $637K to $636K. Reported net income was -$2K.
How have Xtra Oil Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xtra Oil Company's sponsor-wide assets declined 6.7%, from $637K to $594K.
Where does Xtra Oil Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Xtra Oil Company Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Xtra Oil Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roberto Aguayo Rosario Retirement Plan in PR ($636K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Xtra Oil Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Samon's Tiger Stores, Inc. Psp Profit Sharing Plan in NM (64 participants, $3M 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 942187649.

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.