401(k) · DOL Form 5500 · 2024

San Joaquin Refining Company, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
125
Participants Small participant base
80th
Percentile by assets National rank
$289,764
Avg per participant High balance/head
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Official DOL plan name: San Joaquin Refining Company 401(k) Plan · Sponsored by San Joaquin Refining Company, Inc. · California · Manufacturing

$36M in assets, 125 participants

San Joaquin Refining Company, Inc.'s San Joaquin Refining Company 401(k) Plan reported $36M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,851 in Manufacturing (17,777 peers)

Coverage in California

San Joaquin Refining Company 401(k) Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $36M.

#12,851
in Manufacturing (17,777 peers)
+11.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

San Joaquin Refining Company 401(k) Plan's outsized position by total assets

San Joaquin Refining Company 401(k) Plan vs every filed plan by assets

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

$36,220,556 Top 20% higher than 80% 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

San Joaquin Refining Company 401(k) 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. San Joaquin Refining Company 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Joaquin Refining Company 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • San Joaquin Refining Company 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953341023 · San Joaquin Refining Company, Inc. PY 2024 · 401(k)

San Joaquin Refining Company 401(k) Plan · $36M · 125 · 80th

  • ASSETS $36M
  • PCT 125
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Voith Employee Savings Plan for Bargaining Unit Employees
  • IND ind #12851

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 California →

San Joaquin Refining Company 401(k) Plan in the asset neighbourhood

Cumberland Insurance Group 401(k) Savings PlanCumberland Insurance Group 4…$36MSparefoot, Inc. 401(k) Plan$36MInfocision, Inc. 401(k) Plan$36MSan Joaquin Refining Company 401(k) PlanSan Joaquin Refining Company…$36MVoith Employee Savings Plan for Bargaining Unit EmployeesVoith Employee Savings Plan …$36M
End-of-year total assets ($M) among San Joaquin Refining Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN953341023
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Joaquin Refining Company, Inc.)

Sponsor-wide plan assets over time

All San Joaquin Refining Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 22.208347187842513% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.6M $36.2M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 129 $30M
2023 1 125 $33M
2024 1 125 $36M

Nearby 401(k) Plans in California

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

San Joaquin Refining Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants San Joaquin Refining Company 401(k) Plan, Total assets ($B): 0.036220556 · Participants: 125San Joaquin Refining Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
San Joaquin Refining Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Joaquin Refining Company 401(k) Plan side-by-side with 3 peers →

San Joaquin Refining Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Voith Employee Savings Plan for Bargaining Unit Employees in PA ($36M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 San Joaquin Refining Company 401(k) Plan assets move in 2024? ▼
San Joaquin Refining Company 401(k) Plan grew at a solid clip - up 11.2% during 2024, from $33M to $36M. Reported net income was $4M.
How have San Joaquin Refining Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Joaquin Refining Company, Inc.'s sponsor-wide assets grew 22.2%, from $30M to $36M.
Where does San Joaquin Refining Company 401(k) Plan rank by assets among Form 5500 filers? ▼
San Joaquin Refining Company 401(k) Plan ranks in the 80th 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 401(k) plans are similar in size to San Joaquin Refining Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voith Employee Savings Plan for Bargaining Unit Employees in PA ($36M, 271 participants).
Which 401(k) plans cover a similar participant headcount to San Joaquin Refining Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 953341023.

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.