401(k) · DOL Form 5500 · 2023

Maxum Petroleum Operating Company 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
879
Participants Near avg headcount
87th
Percentile by assets National rank
$68,976
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maxum Petroleum 401(k) Plan · Sponsored by Maxum Petroleum Operating Company · Texas · Transportation & Warehousing

$61M in assets, 879 participants

Maxum Petroleum Operating Company's Maxum Petroleum 401(k) Plan reported $61M in total assets and 879 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,866 in Transportation & Warehousing (3,362 peers)

Where Maxum Petroleum 401(k) Plan sits by assets

Maxum Petroleum 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 879 participants (~$68,976/participant), up 17.3% in 2023.

#2,866
in Transportation & Warehousing (3,362 peers)
+17.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Maxum Petroleum 401(k) Plan's outsized position by total assets

Maxum Petroleum 401(k) Plan vs every filed plan by assets

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

$60,630,230 Top 13% higher than 87% 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

Maxum Petroleum 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxum Petroleum 401(k) Plan sits mid-pack in the medium band (879 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxum Petroleum 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Maxum Petroleum 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Maxum Petroleum 401(k) Plan reported participants rose from 854 in the plan year 2022 filing to 879 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263908405 · Maxum Petroleum Operating Company PY 2023 · 401(k)

Maxum Petroleum 401(k) Plan · $61M · 879 · 87th

  • EIN $61M
  • RANK 879
  • PHOTO 87th
  • IND 401(k)
  • EOY near Bowflex Inc. 401(k) Savings Plan
  • 5500 ind #2866

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Maxum Petroleum 401(k) Plan in the asset neighbourhood

Kelly Tractor Co. Savings & Profit Sharing PlanKelly Tractor Co. Savings & …$61MMaxum Petroleum 401(k) Plan$61MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$61MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$61MGreat Minds Pbc 401(k) Plan$61M
End-of-year total assets ($M) among Maxum Petroleum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$61M
Net Income$9M
Employer EIN263908405
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maxum Petroleum Operating Company)

Sponsor-wide plan assets over time

All Maxum Petroleum Operating Company plans reported in each filing year

Latest sponsor-wide plan assets
$66M 27.08260437583237% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $51.7M $65.7M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 854 $52M
2023 1 879 $61M
2024 1 756 $66M

Nearby 401(k) Plans in Texas

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

Maxum Petroleum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Maxum Petroleum 401(k) Plan, Total assets ($B): 0.06063023 · Participants: 879Maxum Petroleum 401(k) PlanAT&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
Maxum Petroleum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Maxum Petroleum 401(k) Plan side-by-side with 3 peers →

Maxum Petroleum 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M); by covered participants it is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (879 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 Maxum Petroleum 401(k) Plan assets move in 2023? ▼
Maxum Petroleum 401(k) Plan grew sharply - up 17.3% during 2023, from $52M to $61M. Reported net income was $9M.
How have Maxum Petroleum Operating Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxum Petroleum Operating Company's sponsor-wide assets grew 27.1%, from $52M to $66M.
Where does Maxum Petroleum 401(k) Plan rank by assets among Form 5500 filers? ▼
Maxum Petroleum 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Maxum Petroleum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Maxum Petroleum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants, $40M 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 263908405.

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.