Money Purchase · DOL Form 5500 · 2024

Pembina US Corporation Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
206
Participants Below avg headcount
64th
Percentile by assets National rank
$70,074
Avg per participant Below avg balance/head
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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.

  • #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.

#9,135
in Manufacturing (17,777 peers)
+22.3%
assets growth YoY

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan's mid-pack asset rank among Manufacturing and all filers

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs every filed plan by assets

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

$14,435,292 Top 36% higher than 64% 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

Pembina U.S. Corporation and Affiliates Money Purchase Pension 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. Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan sits mid-pack in the medium band (206 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203055482 · Pembina US Corporation PY 2024 · Money Purchase

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan · $14M · 206 · 64th

  • PART $14M
  • TYPE 206
  • NET 64th
  • BOOK Money Purchase
  • VS-ST near Westside Transit Lines - a.T.U. Pension Plan
  • BOY ind #9135

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 →

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan in the asset neighbourhood

Vanguard Charitable Endowment Program Money Purchase Pension PlanVanguard Charitable Endowmen…$15MPembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$14MWestside Transit Lines - a.T.U. Pension PlanWestside Transit Lines - a.T…$14MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$14MPainters and Allied Trades Local 1959 Retirement PlanPainters and Allied Trades L…$14M
End-of-year total assets ($M) among Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN203055482
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pembina US Corporation)

Sponsor-wide plan assets over time

All Pembina US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$182M 84.20414680485128% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $98.5M $182M ▲ +84.2%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan, Total assets ($B): 0.014435292 · Participants: 206Pembina U.S. Corporation and Affiliates Money Purchase Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan side-by-side with 3 peers →

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Westside Transit Lines - a.T.U. Pension Plan in IL ($14M); by covered participants it is Local No. 661 Retirement Plan in KS (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan assets move in 2024? ▼
Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan grew sharply - up 22.3% during 2024, from $12M to $14M. Reported net income was $3M.
How have Pembina US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pembina US Corporation's sponsor-wide assets grew 84.2%, from $99M to $182M.
Which Money Purchase plans are similar in size to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Westside Transit Lines - a.T.U. Pension Plan in IL ($14M, 105 participants).
Which Money Purchase plans cover a similar participant headcount to Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local No. 661 Retirement Plan in KS (206 participants, $30M 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 203055482.

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.