Defined Benefit (Pension) · DOL Form 5500 · 2023
Citgo Petroleum Corporation Pension Plan
Data updated 2026-08-25
- $507M
- Total assets Above avg plan size
- 1,501
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $337,964
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing
$507M in assets, 1,501 participants
Citgo Petroleum Corporation's Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported $507M in total assets and 1,501 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.
- #17,950 in Manufacturing (18,722 peers)
Coverage in Texas
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies covers 1,501 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $507M.
- #17,950
- in Manufacturing (18,722 peers)
- +11.7%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's outsized position by total assets
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$507,284,611 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies'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. Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies lands in the large band (1,501 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported net income rose from -$129M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies end-of-year assets rose from $454M in the plan year 2022 filing to $507M in the plan year 2023 filing.
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported participants rose from 1,436 in the plan year 2022 filing to 1,501 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731173881 · Citgo Petroleum Corporation PY 2023 · Defined Benefit (Pension)
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies · $507M · 1,501 · 97th
- RANK $507M
- PHOTO 1,501
- IND 97th
- EOY Defined Benefit (Pension)
- 5500 near Vulcan Materials Company Pension Plan
- ASSETS ind #17950
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 →
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $454M |
|---|---|
| Net Assets (End of Year) | $507M |
| Net Income | $53M |
| Employer EIN | 731173881 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING 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
| 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.
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Vulcan Materials Company Pension Plan in AL ($508M); by covered participants it is Cambia Health Solutions Retirement Plan in OR (1,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($507M here).
- Vulcan Materials Company Pension Plan (AL) $508M · 776
- Administrative District Council 1 Pension Fund (IL) $507M · 1,396
- Pension Plan for International Officers, Representatives and Assistants of the Intl Brotherhood of Electrical Workers (DC) $506M · 239
- Metal Lathers Local 46 Pension Fund (NY) $506M · 968
Similar participant headcount
Nearest other-state filings by covered participants (1,501 participants); asset peers above are excluded.
- Cambia Health Solutions Retirement Plan (OR) 1,501 · 0 off
- Ilwu (Hawaii) Employers General Pension Plan (HI) 1,502 · 1 off
- Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan (MI) 1,499 · 2 off
- Ochsner Clinic Foundation Retirement Plan (LA) 1,504 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.