401(k) · DOL Form 5500 · 2023

Citgo Petroleum Corporation 401(k) Plan

Data updated 2026-08-11

$925M
Total assets
2,221
Participants
98th
Percentile by assets
$416,469
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$925M
total plan assets (2023 EOY)
2,221
covered participants
98th
percentile by assets (of 127,072 plans)
$416,469
avg assets per participant

Where Citgo Petroleum Corporation Employees' Retirement and Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Texas
Industry
Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Citgo Petroleum Corporation Employees' Retirement and Savings Plan reports 2,221 participants - 3.2x that state average ($925M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$804M
Net Assets (End of Year)$925M
Net Income$121M
Employer EIN731173881
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citgo Petroleum Corporation)

$2.2B$2.4B$2.6B$2.8B 202220232024 $2.24B $2.64B ▲ +17.9%
Total plan assets by year, all Citgo Petroleum Corporation plans on file
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.

Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Citgo Petroleum Corp…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Citgo Petroleum Corporation Employees' R… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Citgo Petroleum Corporation Employees' Retirement and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Citgo Petroleum Corporation Employees' Retirement and Savings Plan assets move in 2023? ▼
Citgo Petroleum Corporation Employees' Retirement and Savings Plan grew sharply - up 15.1% during 2023, from $804M to $925M. Reported net income was $121M.
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 Employees' Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Citgo Petroleum Corporation Employees' Retirement and Savings 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 401(k) plans are similar in size to Citgo Petroleum Corporation Employees' Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guidehouse Inc. Retirement Plan in VA ($925M, 6,675 participants).

Next read for Citgo Petroleum Corporation Employees' R…

Filing takeaways

Ways to act on Citgo Petroleum Corporation Employees' Retirement and Savings Plan's numbers.

  • By total assets, Citgo Petroleum Corporation Employees' Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
  • Citgo Petroleum Corporation's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Manufacturing plans

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.