Defined Benefit (Pension) · DOL Form 5500 · 2023

Citgo Petroleum Corporation Pension Plan

Data updated 2026-08-25

$818M
Total assets Above avg plan size
1,913
Participants Near avg headcount
98th
Percentile by assets National rank
$427,358
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citgo Petroleum Corporation Salaried Employees' Pension Plan · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing

$818M in assets, 1,913 participants

Citgo Petroleum Corporation's Citgo Petroleum Corporation Salaried Employees' Pension Plan reported $818M in total assets and 1,913 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,172 in Manufacturing (18,722 peers)

Coverage in Texas

Citgo Petroleum Corporation Salaried Employees' Pension Plan covers 1,913 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $818M.

#18,172
in Manufacturing (18,722 peers)
+12.2%
assets growth YoY
8.2×
vs typical plan assets (national mean)

Citgo Petroleum Corporation Salaried Employees' Pension Plan's outsized position by total assets

Citgo Petroleum Corporation Salaried Employees' Pension Plan vs every filed plan by assets

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

$817,534,912 Top 2% higher than 98% 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

Citgo Petroleum Corporation Salaried Employees' 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. Citgo Petroleum Corporation Salaried Employees' Pension Plan lands in the large band (1,913 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citgo Petroleum Corporation Salaried Employees' Pension Plan reported net income rose from -$159M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Citgo Petroleum Corporation Salaried Employees' Pension Plan end-of-year assets rose from $729M in the plan year 2022 filing to $818M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731173881 · Citgo Petroleum Corporation PY 2023 · Defined Benefit (Pension)

Citgo Petroleum Corporation Salaried Employees' Pension Plan · $818M · 1,913 · 98th

  • EBSA $818M
  • EBSA 1,913
  • EBSA 98th
  • EBSA Defined Benefit (Pension)
  • EBSA near Entergy Corporation Retirement Plan III
  • EBSA ind #18172

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 →

Citgo Petroleum Corporation Salaried Employees' Pension Plan in the asset neighbourhood

Ahold USA, Inc. Pension Plan$826MEntergy Corporation Retirement Plan IIIEntergy Corporation Retireme…$819MCitgo Petroleum Corporation Salaried Employees' Pension PlanCitgo Petroleum Corporation …$818MTrane Technologies Pension Plan Number One BTrane Technologies Pension P…$816MNv Energy Retirement Plan$813M
End-of-year total assets ($M) among Citgo Petroleum Corporation Salaried Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$729M
Net Assets (End of Year)$817M
Net Income$89M
Employer EIN731173881
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citgo Petroleum Corporation)

Sponsor-wide plan assets over time

All Citgo Petroleum Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 18.039616216310993% vs 2022
2024 filing year
$2.2B$2.4B$2.6B$2.8B 202220232024 $2.24B $2.64B ▲ +17.9%
Year Plans Participants Total Assets
2022 4 7,125 $2.2B
2023 4 7,375 $2.5B
2024 4 7,785 $2.6B

Nearby Defined Benefit (Pension) Plans in Texas

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

Citgo Petroleum Corporation Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Citgo Petroleum Corporation Salaried Employees' Pension Plan, Total assets ($B): 0.817534912 · Participants: 1913Citgo Petroleum Corporation Salaried Employees' 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
Citgo Petroleum Corporation Salaried Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Citgo Petroleum Corporation Salaried Employees' Pension Plan side-by-side with 3 peers →

Citgo Petroleum Corporation Salaried Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Retirement Plan III in LA ($819M); by covered participants it is Contract Cleaners Service Employees' Pension Plan in MO (1,912 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($818M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,913 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 Citgo Petroleum Corporation Salaried Employees' Pension Plan assets move in 2023? ▼
Citgo Petroleum Corporation Salaried Employees' Pension Plan grew at a solid clip - up 12.2% during 2023, from $729M to $818M. Reported net income was $89M.
How have Citgo Petroleum Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citgo Petroleum Corporation's sponsor-wide assets grew 18.0%, from $2.2B to $2.6B.
Where does Citgo Petroleum Corporation Salaried Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Citgo Petroleum Corporation Salaried Employees' Pension Plan ranks in the 98th 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 Citgo Petroleum Corporation Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Entergy Corporation Retirement Plan III in LA ($819M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Citgo Petroleum Corporation Salaried Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Contract Cleaners Service Employees' Pension Plan in MO (1,912 participants, $20M 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 731173881.

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.