Defined Benefit (Pension) · DOL Form 5500 · 2024

Motiva Enterprises, LLC Pension Plan

Data updated 2026-08-25

$491M
Total assets Above avg plan size
2,510
Participants Above avg headcount
97th
Percentile by assets National rank
$195,695
Avg per participant Above avg balance/head
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Official DOL plan name: Motiva Pension Plan · Sponsored by Motiva Enterprises, LLC · Texas · Manufacturing

$491M in assets, 2,510 participants

Motiva Enterprises, LLC's Motiva Pension Plan reported $491M in total assets and 2,510 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,976 in Manufacturing (17,777 peers)

Coverage in Texas

Motiva Pension Plan covers 2,510 participants in Texas, 3.7x the typical Texas plan (state average ~688 per filing). Assets: $491M.

#16,976
in Manufacturing (17,777 peers)
+8.0%
assets growth YoY
4.9×
vs typical plan assets (national mean)

Motiva Pension Plan's outsized position by total assets

Motiva Pension Plan vs every filed plan by assets

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

$491,193,839 Top 3% higher than 97% 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

Motiva Pension 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. Motiva Pension Plan lands in the large band (2,510 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Motiva Pension Plan reported net income fell from $67M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Motiva Pension Plan end-of-year assets rose from $455M in the plan year 2023 filing to $491M in the plan year 2024 filing.
  • Motiva Pension Plan reported participants rose from 2,387 in the plan year 2023 filing to 2,510 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760262490 · Motiva Enterprises, LLC PY 2024 · Defined Benefit (Pension)

Motiva Pension Plan · $491M · 2,510 · 97th

  • PART $491M
  • TYPE 2,510
  • NET 97th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Western States Insulators and Allied Workers' Pension Plan
  • BOY ind #16976

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 Manufacturing retirement plans → · Plans in Texas →

Motiva Pension Plan in the asset neighbourhood

Consolidated Retirement Plan$492MPortland General Electric Company Pension PlanPortland General Electric Co…$492MWestern States Insulators and Allied Workers' Pension PlanWestern States Insulators an…$492MMotiva Pension Plan$491MSouthern California Local 831 - Employer Pension FundSouthern California Local 83…$489M
End-of-year total assets ($M) among Motiva Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$455M
Net Assets (End of Year)$491M
Net Income$36M
Employer EIN760262490
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Motiva Enterprises, LLC)

Sponsor-wide plan assets over time

All Motiva Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 26.76390140656843% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.11B $1.4B ▲ +26.1%
Year Plans Participants Total Assets
2022 4 4,957 $1.1B
2023 4 4,850 $1.3B
2024 4 5,249 $1.4B

Nearby Defined Benefit (Pension) Plans in Texas

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

Motiva Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Motiva Pension Plan, Total assets ($B): 0.491193839 · Participants: 2510Motiva Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Motiva Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Motiva Pension Plan side-by-side with 3 peers →

Motiva Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Western States Insulators and Allied Workers' Pension Plan in CA ($492M); by covered participants it is Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee in TN (2,516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,510 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 Motiva Pension Plan assets move in 2024? ▼
Motiva Pension Plan grew at a solid clip - up 8.0% during 2024, from $455M to $491M. Reported net income was $36M.
How have Motiva Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motiva Enterprises, LLC's sponsor-wide assets grew 26.8%, from $1.1B to $1.4B.
Where does Motiva Pension Plan rank by assets among Form 5500 filers? ▼
Motiva Pension Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Motiva Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western States Insulators and Allied Workers' Pension Plan in CA ($492M, 3,301 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Motiva Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee in TN (2,516 participants, $2.0B 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 760262490.

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.