Defined Benefit (Pension) · DOL Form 5500 · 2023

Pdv Midwest Refining L.L.C. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
43
Participants Small participant base
78th
Percentile by assets National rank
$652,648
Avg per participant High balance/head
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Official DOL plan name: Uno-Ven Retirement Plan · Sponsored by Pdv Midwest Refining L.L.C. · Texas · Manufacturing

$28M in assets, 43 participants

Pdv Midwest Refining L.L.C.'s Uno-Ven Retirement Plan reported $28M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,074 in Manufacturing (18,722 peers)

Where Uno-Ven Retirement Plan sits by assets

Uno-Ven Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 43 participants (~$652,648/participant), up 2.2% in 2023.

#13,074
in Manufacturing (18,722 peers)
+2.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uno-Ven Retirement Plan's outsized position by total assets

Uno-Ven Retirement Plan vs every filed plan by assets

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

$28,063,863 Top 22% higher than 78% 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

Uno-Ven Retirement 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. Uno-Ven Retirement Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uno-Ven Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $658K in the plan year 2023 filing.
  • Uno-Ven Retirement Plan reported participants fell from 53 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Uno-Ven Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364138789 · Pdv Midwest Refining L.L.C. PY 2023 · Defined Benefit (Pension)

Uno-Ven Retirement Plan · $28M · 43 · 78th

  • SCH $28M
  • SCH 43
  • SCH 78th
  • SCH Defined Benefit (Pension)
  • SCH near General American Investors Company, Inc. Employees' Retirement Plan
  • SCH ind #13074

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 →

Uno-Ven Retirement Plan in the asset neighbourhood

Encyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$28MGeneral American Investors Company, Inc. Employees' Retirement PlanGeneral American Investors C…$28MUno-Ven Retirement Plan$28MRose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$28MLucky Friday Pension Plan$28M
End-of-year total assets ($M) among Uno-Ven Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$658K
Employer EIN364138789
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pdv Midwest Refining L.L.C.)

Sponsor-wide plan assets over time

All Pdv Midwest Refining L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 4.3449739423483384% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $27.5M $26.3M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 53 $27M
2023 1 43 $28M
2024 1 35 $26M

Nearby Defined Benefit (Pension) Plans in Texas

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

Uno-Ven Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Uno-Ven Retirement Plan, Total assets ($B): 0.028063863 · Participants: 43Uno-Ven Retirement 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
Uno-Ven Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Uno-Ven Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is General American Investors Company, Inc. Employees' Retirement Plan in NY ($28M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Uno-Ven Retirement Plan assets move in 2023? ▼
Uno-Ven Retirement Plan edged up modestly - up 2.2% during 2023, from $27M to $28M. Reported net income was $658K.
How have Pdv Midwest Refining L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pdv Midwest Refining L.L.C.'s sponsor-wide assets declined 4.3%, from $27M to $26M.
Where does Uno-Ven Retirement Plan rank by assets among Form 5500 filers? ▼
Uno-Ven Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Uno-Ven Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is General American Investors Company, Inc. Employees' Retirement Plan in NY ($28M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uno-Ven Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M 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 364138789.

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.