Defined Benefit (Pension) · DOL Form 5500 · 2024

Petroleum Heat and Power Co., Inc. Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
86
Participants Small participant base
83rd
Percentile by assets National rank
$512,361
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petroleum Heat and Power Co., Inc. Retirement Plan · Sponsored by Petroleum Heat and Power Co., Inc. · Connecticut · Retail Trade

$44M in assets, 86 participants

Petroleum Heat and Power Co., Inc.'s Petroleum Heat and Power Co., Inc. Retirement Plan reported $44M in total assets and 86 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.

  • #7,250 in Retail Trade (8,048 peers)

Where Petroleum Heat and Power Co., Inc. Retirement Plan sits by assets

Petroleum Heat and Power Co., Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 86 participants (~$512,361/participant), down 7.0% in 2024.

#7,250
in Retail Trade (8,048 peers)
-7.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petroleum Heat and Power Co., Inc. Retirement Plan's outsized position by total assets

Petroleum Heat and Power Co., Inc. Retirement Plan vs every filed plan by assets

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

$44,063,080 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

Petroleum Heat and Power Co., Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petroleum Heat and Power Co., Inc. Retirement Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petroleum Heat and Power Co., Inc. Retirement Plan reported net income fell from -$296K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Petroleum Heat and Power Co., Inc. Retirement Plan reported participants fell from 101 in the plan year 2023 filing to 86 in the plan year 2024 filing.
  • Petroleum Heat and Power Co., Inc. Retirement Plan end-of-year assets fell from $47M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061183025 · Petroleum Heat and Power Co., Inc. PY 2024 · Defined Benefit (Pension)

Petroleum Heat and Power Co., Inc. Retirement Plan · $44M · 86 · 83rd

  • ASSETS $44M
  • ASSETS 86
  • ASSETS 83rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Flexi-Van Pension Plan
  • ASSETS ind #7250

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 →

Petroleum Heat and Power Co., Inc. Retirement Plan in the asset neighbourhood

Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & TrustJefferson Bancshares, Inc. S…$44MPetroleum Heat and Power Co., Inc. Retirement PlanPetroleum Heat and Power Co.…$44MFlexi-Van Pension Plan$44MTaft Stettinius & Hollister LLP Retirement Plan for PartnersTaft Stettinius & Hollister …$44MSonoco Pension Plan$44M
End-of-year total assets ($M) among Petroleum Heat and Power Co., Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$44M
Net Income-$3M
Employer EIN061183025
Plan Effective Date1958-07-01
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 Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Petroleum Heat and Power Co., Inc. Retirement Plan, Total assets ($B): 0.04406308 · Participants: 86Petroleum Heat and Power Co., Inc. Retirement PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Petroleum Heat and Power Co., Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Petroleum Heat and Power Co., Inc. Retirement Plan side-by-side with 3 peers →

Petroleum Heat and Power Co., Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Flexi-Van Pension Plan in AZ ($44M); by covered participants it is Zimmer Surgical, Inc. Union Employees' Pension Plan in IN (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Petroleum Heat and Power Co., Inc. Retirement Plan assets move in 2024? ▼
Petroleum Heat and Power Co., Inc. Retirement Plan pulled back noticeably - down 7.0% during 2024, from $47M to $44M. Reported net income was -$3M.
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 Petroleum Heat and Power Co., Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Petroleum Heat and Power Co., Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexi-Van Pension Plan in AZ ($44M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Petroleum Heat and Power Co., Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Zimmer Surgical, Inc. Union Employees' Pension Plan in IN (86 participants, $36M 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.