Money Purchase · DOL Form 5500 · 2024
Petroleum Heat and Power Co., Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $116,573
- Avg per participant Below avg balance/head
Official DOL plan name: Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade
$3M in assets, 25 participants
Petroleum Heat and Power Co., Inc.'s Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported $3M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #3,668 in Retail Trade (8,048 peers)
2024 asset change
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 grew at a solid clip 14.8% in 2024 ($3M → $3M) for 25 participants.
- #3,668
- in Retail Trade (8,048 peers)
- +14.8%
- assets growth YoY
Meenan Oil Savings Plan for Employees Who Are Members of Local #469's mid-pack asset rank among Retail Trade and all filers
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,914,320 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meenan Oil Savings Plan for Employees Who Are Members of Local #469 is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported net income rose from -$161K in the plan year 2023 filing to $376K in the plan year 2024 filing.
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Meenan Oil Savings Plan for Employees Who Are Members of Local #469 reported participants rose from 23 in the plan year 2023 filing to 25 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113083408 · Petroleum Heat and Power Co., Inc. PY 2024 · Money Purchase
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 · $3M · 25 · 34th
- PCT $3M
- PCT 25
- PCT 34th
- PCT Money Purchase
- PCT near Lifelink Foundation, Inc. Retirement Plan for Puerto Rico Employees
- PCT ind #3668
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 Retail Trade retirement plans → · Plans in Connecticut →
Meenan Oil Savings Plan for Employees Who Are Members of Local #469 in the asset neighbourhood
Petroleum Heat and Power Co., Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Petroleum Heat and Power Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.9550505858715175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $3M |
| 2023 | 1 | 23 | $3M |
| 2024 | 1 | 25 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $376K |
| Employer EIN | 113083408 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Southern Ct IBEW Annuity Plan $86M · 477
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
Meenan Oil Savings Plan for Employees Who Are Members of Local #469's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Lifelink Foundation, Inc. Retirement Plan for Puerto Rico Employees in FL ($3M); by covered participants it is Cotton Belt Federal Credit Union Pension Plan & Trust in AR (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Cotton Belt Federal Credit Union Pension Plan & Trust (AR) 25 · 0 off
- Gould Investors L.P. Pension Plan (NY) 25 · 0 off
- The Clark Estates, Inc. Pension Plan (NY) 25 · 0 off
- Air Force Aid Society Pension Plan (VA) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.