401(k) · DOL Form 5500 · 2024

Petroleum Heat and Power Co., Inc. 401(k) Plan

Data updated 2026-08-25

$352M
Total assets Above avg plan size
2,342
Participants Above avg headcount
96th
Percentile by assets National rank
$150,099
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Savings Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$352M in assets, 2,342 participants

Petroleum Heat and Power Co., Inc.'s Retirement Savings Plan reported $352M in total assets and 2,342 participants in its 2024 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.

  • #7,866 in Retail Trade (8,048 peers)

Coverage in Connecticut

Retirement Savings Plan covers 2,342 participants in Connecticut, 3.3x the typical Connecticut plan (state average ~718 per filing). Assets: $352M.

#7,866
in Retail Trade (8,048 peers)
+11.2%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Retirement Savings Plan's outsized position by total assets

Retirement Savings Plan vs every filed plan by assets

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

$351,532,191 Top 4% higher than 96% 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

Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan lands in the large band (2,342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Savings Plan reported net income fell from $42M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Retirement Savings Plan end-of-year assets rose from $316M in the plan year 2023 filing to $352M in the plan year 2024 filing.
  • Retirement Savings Plan reported participants fell from 2,389 in the plan year 2023 filing to 2,342 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2024 · 401(k)

Retirement Savings Plan · $352M · 2,342 · 96th

  • VS-ST $352M
  • BOY 2,342
  • SCH 96th
  • EBSA 401(k)
  • PART near Athene Savings & Retirement Plan
  • TYPE ind #7866

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 →

Retirement Savings Plan in the asset neighbourhood

Aristocrat Technologies, Inc. 401(k) Savings PlanAristocrat Technologies, Inc…$352MRetirement Savings Plan$352MAthene Savings & Retirement PlanAthene Savings & Retirement …$352MBrightspeed 401(k) Savings PlanBrightspeed 401(k) Savings P…$351MNovozymes North America, Inc. 401(k) Savings PlanNovozymes North America, Inc…$351M
End-of-year total assets ($M) among Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$352M
Net Income$35M
Employer EIN061183025
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petroleum Heat and Power Co., Inc.)

Sponsor-wide plan assets over time

All Petroleum Heat and Power Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$396M 24.432003185346378% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $318M $396M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 2,486 $318M
2023 2 2,490 $363M
2024 2 2,428 $396M

Nearby 401(k) Plans in Connecticut

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

Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Retirement Savings Plan, Total assets ($B): 0.351532191 · Participants: 2342Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Retirement Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Athene Savings & Retirement Plan in IA ($352M); by covered participants it is Tuckahoe Holdings 401(k) Plan in VA (2,342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($352M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,342 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 Retirement Savings Plan assets move in 2024? ▼
Retirement Savings Plan grew at a solid clip - up 11.2% during 2024, from $316M to $352M. Reported net income was $35M.
How have Petroleum Heat and Power Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petroleum Heat and Power Co., Inc.'s sponsor-wide assets grew 24.4%, from $318M to $396M.
Where does Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Athene Savings & Retirement Plan in IA ($352M, 1,862 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tuckahoe Holdings 401(k) Plan in VA (2,342 participants, $34M 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 061183025.

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.