401(k) · DOL Form 5500 · 2023

Citgo Petroleum Corporation 401(k) Plan

Data updated 2026-08-11

$290M
Total assets
1,740
Participants
96th
Percentile by assets
$166,649
Avg per participant
PlainRetire home → About this data

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

$290M in assets, 1,740 participants

Citgo Petroleum Corporation's Employees' Thrift Plan of Citgo Petroleum Corporation reported $290M in total assets and 1,740 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,536 in Manufacturing (18,722 peers)

Coverage in Texas

Employees' Thrift Plan of Citgo Petroleum Corporation covers 1,740 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $290M.

$290M
total plan assets (2023 EOY)
1,740
covered participants
96th
percentile by assets (of 127,072 plans)
$166,649
avg assets per participant

Where Employees' Thrift Plan of Citgo Petroleum Corporation sits by total assets

Employees' Thrift Plan of Citgo Petroleum Corporation vs every filed plan by assets

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

$289,968,653 Top 4% higher than 96% 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

  • Employees' Thrift Plan of Citgo Petroleum Corporation reported net income rose from -$56M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Employees' Thrift Plan of Citgo Petroleum Corporation end-of-year assets rose from $249M in the plan year 2022 filing to $290M in the plan year 2023 filing.
  • Employees' Thrift Plan of Citgo Petroleum Corporation reported participants rose from 1,643 in the plan year 2022 filing to 1,740 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Employees' Thrift Plan of Citgo Petroleum Corporation reports 1,740 participants - 2.5x that state average ($290M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$249M
Net Assets (End of Year)$290M
Net Income$41M
Employer EIN731173881
Plan Effective Date1952-08-01
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.

Employees' Thrift Plan of Citgo Petroleum Corporation vs. nearby 401(k) plans in Texas, assets vs. participants

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

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Employees' Thrift Plan of Citgo Petroleum Corporation assets move in 2023?
Employees' Thrift Plan of Citgo Petroleum Corporation grew sharply - up 16.5% during 2023, from $249M to $290M. Reported net income was $41M.
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 Employees' Thrift Plan of Citgo Petroleum Corporation rank by assets among Form 5500 filers?
Employees' Thrift Plan of Citgo Petroleum Corporation ranks in the 96th 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 Employees' Thrift Plan of Citgo Petroleum Corporation?
Among 401(k) plans in other states, the closest by assets is Armanino LLP 401(k) Profit Sharing Plan in CA ($290M, 2,424 participants).

Next read for Employees' Thrift Plan of Citgo Petroleu…

Filing takeaways

Ways to act on Employees' Thrift Plan of Citgo Petroleum Corporation's numbers.

  • By total assets, Employees' Thrift Plan of Citgo Petroleum Corporation 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