Defined Benefit (Pension) · DOL Form 5500 · 2023

Alon USA Gp, LLC Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
156
Participants Small participant base
92nd
Percentile by assets National rank
$667,991
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alon USA Pension Plan · Sponsored by Alon USA Gp, LLC · Tennessee · Manufacturing

$104M in assets, 156 participants

Alon USA Gp, LLC's Alon USA Pension Plan reported $104M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,334 in Manufacturing (18,722 peers)

Coverage in Tennessee

Alon USA Pension Plan covers 156 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $104M.

#16,334
in Manufacturing (18,722 peers)
+2.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Alon USA Pension Plan's outsized position by total assets

Alon USA Pension Plan vs every filed plan by assets

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

$104,206,636 Top 8% higher than 92% 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

Alon USA Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alon USA Pension Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alon USA Pension Plan reported net income rose from -$36M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alon USA Pension Plan reported participants fell from 165 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Alon USA Pension Plan end-of-year assets rose from $102M in the plan year 2022 filing to $104M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223879832 · Alon USA Gp, LLC PY 2023 · Defined Benefit (Pension)

Alon USA Pension Plan · $104M · 156 · 92nd

  • SCH $104M
  • SCH 156
  • SCH 92nd
  • SCH Defined Benefit (Pension)
  • SCH near Sheet Metal Workers' Local 46 Pension Fund
  • SCH ind #16334

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 Tennessee →

Alon USA Pension Plan in the asset neighbourhood

Southern California Floor Covering Pension Trust FundSouthern California Floor Co…$104MAlon USA Pension Plan$104MSheet Metal Workers' Local 46 Pension FundSheet Metal Workers' Local 4…$104MSoft Drink Industry Pension FundSoft Drink Industry Pension …$104MMtd Products Inc Pension Plan$104M
End-of-year total assets ($M) among Alon USA Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$104M
Net Income$2M
Employer EIN223879832
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alon USA Gp, LLC)

Sponsor-wide plan assets over time

All Alon USA Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 4.54455793438539% vs 2022
2024 filing year
$95M$100M$105M 202220232024 $102M $97.5M ▼ -4.5%
Year Plans Participants Total Assets
2022 1 165 $102M
2023 1 156 $104M
2024 1 149 $98M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Alon USA Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Alon USA Pension Plan, Total assets ($B): 0.104206636 · Participants: 156Alon USA Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Alon USA Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Local 46 Pension Fund in NY ($104M); by covered participants it is Children's Minnesota Rsvp Plan II in MN (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Alon USA Pension Plan assets move in 2023?
Alon USA Pension Plan edged up modestly - up 2.0% during 2023, from $102M to $104M. Reported net income was $2M.
How have Alon USA Gp, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Alon USA Gp, LLC's sponsor-wide assets declined 4.5%, from $102M to $98M.
Where does Alon USA Pension Plan rank by assets among Form 5500 filers?
Alon USA Pension Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Alon USA Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers' Local 46 Pension Fund in NY ($104M, 355 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alon USA Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Children's Minnesota Rsvp Plan II in MN (156 participants, $24M in assets).