401(k) · DOL Form 5500 · 2024

Petroleum Wholesale, L.P. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
332
Participants Below avg headcount
59th
Percentile by assets National rank
$35,039
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petroleum Wholesale LP 401(k) Profit Sharing Plan · Sponsored by Petroleum Wholesale, L.P. · Texas · Wholesale Trade

$12M in assets, 332 participants

Petroleum Wholesale, L.P.'s Petroleum Wholesale LP 401(k) Profit Sharing Plan reported $12M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,094 in Wholesale Trade (6,080 peers)

Coverage in Texas

Petroleum Wholesale LP 401(k) Profit Sharing Plan covers 332 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,094
in Wholesale Trade (6,080 peers)
-0.5%
assets change YoY

The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petroleum Wholesale LP 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Petroleum Wholesale LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,632,924 Top 41% higher than 59% 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 Wholesale LP 401(k) Profit Sharing 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. Petroleum Wholesale LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petroleum Wholesale LP 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$63K in the plan year 2024 filing.
  • Petroleum Wholesale LP 401(k) Profit Sharing Plan reported participants rose from 314 in the plan year 2023 filing to 332 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 730956836 · Petroleum Wholesale, L.P. PY 2024 · 401(k)

Petroleum Wholesale LP 401(k) Profit Sharing Plan · $12M · 332 · 59th

  • SCH $12M
  • EBSA 332
  • PART 59th
  • TYPE 401(k)
  • NET near Shared Operating Services 401(k) Plan
  • BOOK ind #3094

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 Wholesale Trade retirement plans → · Plans in Texas →

Petroleum Wholesale LP 401(k) Profit Sharing Plan in the asset neighbourhood

Petroleum Wholesale LP 401(k) Profit Sharing PlanPetroleum Wholesale LP 401(k…$12MShared Operating Services 401(k) PlanShared Operating Services 40…$12MBankchampaign NA 401(k) Profit Sharing PlanBankchampaign NA 401(k) Prof…$12MDenali Staffing 401(k) Plan$12MMag Instrument, Inc. Profit Sharing PlanMag Instrument, Inc. Profit …$12M
End-of-year total assets ($M) among Petroleum Wholesale LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$63K
Employer EIN730956836
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petroleum Wholesale, L.P.)

Sponsor-wide plan assets over time

All Petroleum Wholesale, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.375247915560081% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.6M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 298 $10M
2023 1 314 $12M
2024 1 332 $12M

Nearby 401(k) Plans in Texas

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

Petroleum Wholesale LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Petroleum Wholesale LP 401(k) Profit Sharing Plan, Total assets ($B): 0.011632924 · Participants: 332Petroleum Wholesale LP 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Petroleum Wholesale LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Petroleum Wholesale LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Petroleum Wholesale LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Shared Operating Services 401(k) Plan in CT ($12M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Wholesale LP 401(k) Profit Sharing Plan assets move in 2024? ▼
Petroleum Wholesale LP 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2024, from $12M to $12M. Reported net income was -$63K.
How have Petroleum Wholesale, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petroleum Wholesale, L.P.'s sponsor-wide assets grew 13.4%, from $10M to $12M.
Which 401(k) plans are similar in size to Petroleum Wholesale LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shared Operating Services 401(k) Plan in CT ($12M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Petroleum Wholesale LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants, $8M 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 730956836.

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.