ESOP · DOL Form 5500 · 2024

American Refining Group, Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
327
Participants Below avg headcount
85th
Percentile by assets National rank
$161,853
Avg per participant Above avg balance/head
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Official DOL plan name: American Refining Group Employee Stock Ownership Plan · Sponsored by American Refining Group, Inc. · Pennsylvania · Manufacturing

$53M in assets, 327 participants

American Refining Group, Inc.'s American Refining Group Employee Stock Ownership Plan reported $53M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,913 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

American Refining Group Employee Stock Ownership Plan covers 327 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#13,913
in Manufacturing (17,777 peers)
+8.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

American Refining Group Employee Stock Ownership Plan's outsized position by total assets

American Refining Group Employee Stock Ownership Plan vs every filed plan by assets

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

$52,925,963 Top 15% higher than 85% 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

American Refining Group Employee Stock Ownership 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. American Refining Group Employee Stock Ownership Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Refining Group Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • American Refining Group Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222318612 · American Refining Group, Inc. PY 2024 · ESOP

American Refining Group Employee Stock Ownership Plan · $53M · 327 · 85th

  • 5500 $53M
  • 5500 327
  • 5500 85th
  • 5500 ESOP
  • 5500 near Weston & Sampson, Inc. Employee Stock Ownership Plan
  • 5500 ind #13913

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 What is an ESOP? → · Plans in Pennsylvania →

American Refining Group Employee Stock Ownership Plan in the asset neighbourhood

Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$53MMiller Enterprises, Inc. ESOP$53MPort Amherst, Ltd. Employee Stock Ownership PlanPort Amherst, Ltd. Employee …$53MAmerican Refining Group Employee Stock Ownership PlanAmerican Refining Group Empl…$53MWeston & Sampson, Inc. Employee Stock Ownership PlanWeston & Sampson, Inc. Emplo…$53M
End-of-year total assets ($M) among American Refining Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN222318612
Plan Effective Date2009-11-02
Filing StatusFILING RECEIVED

Sponsor Plan History (American Refining Group, Inc.)

Sponsor-wide plan assets over time

All American Refining Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 32.69161770359965% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84M $111M ▲ +32.7%
Year Plans Participants Total Assets
2022 2 651 $84M
2023 2 655 $99M
2024 2 646 $111M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants American Refining Group Employee Stock Ownership Plan, Total assets ($B): 0.052925963 · Participants: 327American Refining Group Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
American Refining Group Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare American Refining Group Employee Stock Ownership Plan side-by-side with 3 peers →

American Refining Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Weston & Sampson, Inc. Employee Stock Ownership Plan in MA ($53M); by covered participants it is Mott Corporation Employee Stock Ownership Plan in CT (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 American Refining Group Employee Stock Ownership Plan assets move in 2024? ▼
American Refining Group Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2024, from $49M to $53M. Reported net income was $4M.
How have American Refining Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Refining Group, Inc.'s sponsor-wide assets grew 32.7%, from $84M to $111M.
Where does American Refining Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
American Refining Group Employee Stock Ownership Plan ranks in the 85th 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 ESOP plans are similar in size to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Weston & Sampson, Inc. Employee Stock Ownership Plan in MA ($53M, 718 participants).
Which ESOP plans cover a similar participant headcount to American Refining Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mott Corporation Employee Stock Ownership Plan in CT (327 participants, $305M 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 222318612.

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.