Money Purchase · DOL Form 5500 · 2024
Pembina US Corporation Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 206
- Participants
- 64th
- Percentile by assets
- $70,074
- Avg per participant
Official DOL plan name: Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan · Sponsored by Pembina US Corporation · Texas · Manufacturing
$14M in assets, 206 participants
Pembina US Corporation's Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported $14M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 123,622 plans)
- #9,135 in Manufacturing (17,777 peers)
Coverage in Texas
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan covers 206 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $14M.
- $14M
- total plan assets (2024 EOY)
- 206
- covered participants
- 64th
- percentile by assets (of 123,622 plans)
- $70,074
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reported participants fell from 210 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan reports 206 participants - about 30% of that state average ($14M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 203055482 |
| Plan Effective Date | 2001-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pembina US Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 599 | $99M |
| 2023 | 3 | 614 | $121M |
| 2024 | 4 | 781 | $182M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan assets move in 2024? ▼
How have Pembina US Corporation plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan? ▼
Next read for Pembina U.S. Corporation and Affiliates …
Filing takeaways
Ways to act on Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan's numbers.
- By total assets, Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Pembina US Corporation's sponsor-wide assets have grown 84.2% since 2022 across 3 plan years on file. More Manufacturing plans