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
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
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.
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 EIN | 731173881 |
| Plan Effective Date | 1952-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citgo Petroleum Corporation)
| 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
- 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
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.
- Armanino LLP 401(k) Profit Sharing Plan (CA) $290M · 2,424
- Mvp 401(k) Plan (NY) $290M · 1,550
- Ryan Companies US, Inc. Retirement Plan (MN) $290M · 1,694
- Keller North America Retirement Savings Profit Sharing Plan (MD) $290M · 2,906
Frequently Asked Questions
How did Employees' Thrift Plan of Citgo Petroleum Corporation assets move in 2023? ▼
How have Citgo Petroleum Corporation plan assets changed over time? ▼
Where does Employees' Thrift Plan of Citgo Petroleum Corporation rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Employees' Thrift Plan of Citgo Petroleum Corporation? ▼
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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