401(k) · DOL Form 5500 · 2023
Citgo Petroleum Corporation 401(k) Plan
Data updated 2026-08-25
- $925M
- Total assets Above avg plan size
- 2,221
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $416,469
- Avg per participant High balance/head
Official DOL plan name: Citgo Petroleum Corporation Employees' Retirement and Savings Plan · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing
$925M in assets, 2,221 participants
Citgo Petroleum Corporation's Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported $925M in total assets and 2,221 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.
- #18,231 in Manufacturing (18,722 peers)
Coverage in Texas
Citgo Petroleum Corporation Employees' Retirement and Savings Plan covers 2,221 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $925M.
- #18,231
- in Manufacturing (18,722 peers)
- +15.1%
- assets growth YoY
- 9.3×
- vs typical plan assets (national mean)
Citgo Petroleum Corporation Employees' Retirement and Savings Plan's outsized position by total assets
Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$924,978,030 Top 2% higher than 98% 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
Citgo Petroleum Corporation Employees' Retirement and Savings 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 Employees' Retirement and Savings Plan lands in the large band (2,221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported net income rose from -$208M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan end-of-year assets rose from $804M in the plan year 2022 filing to $925M in the plan year 2023 filing.
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported participants rose from 2,134 in the plan year 2022 filing to 2,221 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 731173881 · Citgo Petroleum Corporation PY 2023 · 401(k)
Citgo Petroleum Corporation Employees' Retirement and Savings Plan · $925M · 2,221 · 98th
- BOY $925M
- SCH 2,221
- EBSA 98th
- PART 401(k)
- TYPE near Guidehouse Inc. Retirement Plan
- NET ind #18231
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 Employees' Retirement and Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $804M |
|---|---|
| Net Assets (End of Year) | $925M |
| Net Income | $121M |
| Employer EIN | 731173881 |
| Plan Effective Date | 1987-01-01 |
| 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 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Citgo Petroleum Corporation Employees' Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Guidehouse Inc. Retirement Plan in VA ($925M); by covered participants it is Alta Resources Corp 401(k) Savings & Retirement Plan in WI (2,221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($925M here).
- Guidehouse Inc. Retirement Plan (VA) $925M · 6,675
- United Launch Alliance 401(k) Savings and Retirement Plan (CO) $925M · 2,453
- Illumina, Inc. 401(k) Plan (CA) $925M · 6,202
- Kwik Trip Profit Sharing 401(k) Plan (WI) $926M · 25,121
Similar participant headcount
Nearest other-state filings by covered participants (2,221 participants); asset peers above are excluded.
- Alta Resources Corp 401(k) Savings & Retirement Plan (WI) 2,221 · 0 off
- Lutron Retirement Plan (PA) 2,221 · 0 off
- Exos Retirement Plan (AZ) 2,221 · 0 off
- Msa Retirement Savings Plan (PA) 2,221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.