401(k) · DOL Form 5500 · 2023

Citgo Petroleum Corporation 401(k) Plan

Data updated 2026-08-25

$290M
Total assets Near avg plan size
1,740
Participants Near avg headcount
96th
Percentile by assets National rank
$166,649
Avg per participant Above avg balance/head
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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.

  • #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.

#17,536
in Manufacturing (18,722 peers)
+16.5%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Employees' Thrift Plan of Citgo Petroleum Corporation's outsized position 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 $2,050,000,000 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

Employees' Thrift Plan of Citgo Petroleum Corporation'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. Employees' Thrift Plan of Citgo Petroleum Corporation lands in the large band (1,740 participants).

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 →

DOL schedule card

Filing strip 731173881 · Citgo Petroleum Corporation PY 2023 · 401(k)

Employees' Thrift Plan of Citgo Petroleum Corporation · $290M · 1,740 · 96th

  • IND $290M
  • EOY 1,740
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Armanino LLP 401(k) Profit Sharing Plan
  • EIN ind #17536

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 →

Employees' Thrift Plan of Citgo Petroleum Corporation in the asset neighbourhood

Keller North America Retirement Savings Profit Sharing PlanKeller North America Retirem…$290MRyan Companies US, Inc. Retirement PlanRyan Companies US, Inc. Reti…$290MEmployees' Thrift Plan of Citgo Petroleum CorporationEmployees' Thrift Plan of Ci…$290MArmanino LLP 401(k) Profit Sharing PlanArmanino LLP 401(k) Profit S…$290MMvp 401(k) Plan$290M
End-of-year total assets ($M) among Employees' Thrift Plan of Citgo Petroleum Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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
$2.2B$2.4B$2.6B$2.8B 202220232024 $2.24B $2.64B ▲ +17.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Employees' Thrift Plan of Citgo Petroleum Corporation, Total assets ($B): 0.289968653 · Participants: 1740Employees' Thrift Plan of Citgo Petroleum CorporationAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Employees' Thrift Plan of Citgo Petroleum Corporation vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employees' Thrift Plan of Citgo Petroleum Corporation side-by-side with 3 peers →

Employees' Thrift Plan of Citgo Petroleum Corporation's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Armanino LLP 401(k) Profit Sharing Plan in CA ($290M); by covered participants it is Exlservice 401(k) Plan in NJ (1,740 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($290M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,740 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 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).
Which 401(k) plans cover a similar participant headcount to Employees' Thrift Plan of Citgo Petroleum Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Exlservice 401(k) Plan in NJ (1,740 participants, $164M in assets).

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.