Other
2024 plan-year Other DOL Form 5500

NUSTAR PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NUSTAR SERVICES COMPANY LLC

This Other plan holds $160M in total assets and serves 1,052 participants as of 2024. It is sponsored by NUSTAR SERVICES COMPANY LLC in Texas. The plan reported a net loss of $18M for the year.

Total Assets (2023)
$160M
Participants
1,052
State
Industry
Transportation & Warehousing

What the Filing Says About NUSTAR PENSION PLAN

NUSTAR PENSION PLAN is a Other retirement plan sponsored by NUSTAR SERVICES COMPANY LLC, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $160M in total end-of-year assets and covers 1,052 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 475622749, and the plan has been effective since 2006-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2024 to $160M at year-end — a decline of 9.6%. Net assets (after liabilities) closed the year at $159M, with reported net income of $-17,999,207 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$177M
Total Assets (End of Year)$160M
Net Assets (End of Year)$159M
Net Income$-17,999,207
Plan TypeOther
Employer EIN475622749
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NUSTAR SERVICES COMPANY LLC)

Year Plans Participants Total Assets
2022 2 2,296 $434M
2023 2 2,195 $505M
2024 2 2,225 $210M

Nearby Other Plans in Texas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NUSTAR PENSION PLAN?
As of the 2024 Form 5500 filing, NUSTAR PENSION PLAN holds $160M in total assets with 1,052 participants. It is sponsored by NUSTAR SERVICES COMPANY LLC.
What type of plan is NUSTAR PENSION PLAN?
NUSTAR PENSION PLAN is a Other plan. It has been effective since 2006-07-01. The plan is filed with the U.S. Department of Labor under EIN 475622749.
Who sponsors the NUSTAR PENSION PLAN?
NUSTAR PENSION PLAN is sponsored by NUSTAR SERVICES COMPANY LLC, located in Texas. The sponsor's EIN is 475622749 and the plan operates in the Transportation & Warehousing industry.
How did NUSTAR PENSION PLAN perform in 2024?
NUSTAR PENSION PLAN declined by 9.6% during 2024, moving from $177M to $160M in total assets. Net income was $-17,999,207.
Where can I find official filings for NUSTAR PENSION PLAN?
Official Form 5500 filings for NUSTAR PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475622749 or plan name at efast.dol.gov.
How does NUSTAR PENSION PLAN compare to other plans?
You can compare NUSTAR PENSION PLAN against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 475622749.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.