401(k) · DOL Form 5500 · 2024

Pembina US Corporation 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
159
Participants Small participant base
83rd
Percentile by assets National rank
$283,175
Avg per participant High balance/head
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Official DOL plan name: Pembina U.S. Corporation Wealth Accumulation Plan · Sponsored by Pembina US Corporation · Texas · Manufacturing

$45M in assets, 159 participants

Pembina US Corporation's Pembina U.S. Corporation Wealth Accumulation Plan reported $45M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,493 in Manufacturing (17,777 peers)

Coverage in Texas

Pembina U.S. Corporation Wealth Accumulation Plan covers 159 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $45M.

#13,493
in Manufacturing (17,777 peers)
+28.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pembina U.S. Corporation Wealth Accumulation Plan's outsized position by total assets

Pembina U.S. Corporation Wealth Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$45,024,800 Top 17% higher than 83% of 123,620 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 2024

Pembina U.S. Corporation Wealth Accumulation Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pembina U.S. Corporation Wealth Accumulation Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pembina U.S. Corporation Wealth Accumulation Plan reported participants fell from 202 in the plan year 2023 filing to 159 in the plan year 2024 filing.
  • Pembina U.S. Corporation Wealth Accumulation Plan end-of-year assets fell from $54M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Pembina U.S. Corporation Wealth Accumulation Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203055482 · Pembina US Corporation PY 2024 · 401(k)

Pembina U.S. Corporation Wealth Accumulation Plan · $45M · 159 · 83rd

  • EOY $45M
  • EOY 159
  • EOY 83rd
  • EOY 401(k)
  • EOY near Ernest Paper Products, Inc. Retirement Plan
  • EOY ind #13493

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 →

Pembina U.S. Corporation Wealth Accumulation Plan in the asset neighbourhood

Ernest Paper Products, Inc. Retirement PlanErnest Paper Products, Inc. …$45MStar Lumber & Supply Company, Inc. 401(k) PlanStar Lumber & Supply Company…$45MPembina U.S. Corporation Wealth Accumulation PlanPembina U.S. Corporation Wea…$45MMonrovia Nursery 401(k) Retirement PlanMonrovia Nursery 401(k) Reti…$45MTrescal, Inc. Employee 401(k) PlanTrescal, Inc. Employee 401(k…$45M
End-of-year total assets ($M) among Pembina U.S. Corporation Wealth Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$45M
Net Income$10M
Employer EIN203055482
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pembina US Corporation)

Sponsor-wide plan assets over time

All Pembina US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$182M 84.20414680485128% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $98.5M $182M ▲ +84.2%
Year Plans Participants Total Assets
2022 3 599 $99M
2023 3 614 $121M
2024 4 781 $182M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pembina U.S. Corporation Wealth Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pembina U.S. Corporation Wealth Accumulation Plan, Total assets ($B): 0.0450248 · Participants: 159Pembina U.S. Corporation Wealth Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Pembina U.S. Corporation Wealth Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pembina U.S. Corporation Wealth Accumulation Plan side-by-side with 3 peers →

Pembina U.S. Corporation Wealth Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ernest Paper Products, Inc. Retirement Plan in CA ($45M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pembina U.S. Corporation Wealth Accumulation Plan assets move in 2024? ▼
Pembina U.S. Corporation Wealth Accumulation Plan grew sharply - up 28.8% during 2024, from $35M to $45M. Reported net income was $10M.
How have Pembina US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pembina US Corporation's sponsor-wide assets grew 84.2%, from $99M to $182M.
Where does Pembina U.S. Corporation Wealth Accumulation Plan rank by assets among Form 5500 filers? ▼
Pembina U.S. Corporation Wealth Accumulation Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pembina U.S. Corporation Wealth Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ernest Paper Products, Inc. Retirement Plan in CA ($45M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Pembina U.S. Corporation Wealth Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203055482.

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.