Profit Sharing · DOL Form 5500 · 2024

Xtra Oil Company Profit Sharing Plan

Data updated 2026-08-25

$594K
Total assets Small plan by assets
61
Participants Small participant base
19th
Percentile by assets National rank
$9,745
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Xtra Oil Company Profit Sharing Plan · Sponsored by Xtra Oil Company · California · Retail Trade

$594K in assets, 61 participants

Xtra Oil Company's Xtra Oil Company Profit Sharing Plan reported $594K in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,433 in Retail Trade (8,048 peers)

What the 2024 filing shows

Xtra Oil Company Profit Sharing Plan holds $594K for 61 participants - about $9,745 per participant, among the smaller plans by assets on file.

#2,433
in Retail Trade (8,048 peers)
-6.5%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xtra Oil Company Profit Sharing Plan among the smaller filed plans by assets

Xtra Oil Company Profit Sharing Plan vs every filed plan by assets

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

$594,431 19th percentile higher than 19% 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

Xtra Oil Company Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xtra Oil Company Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xtra Oil Company Profit Sharing Plan reported net income fell from -$2K in the plan year 2023 filing to -$41K in the plan year 2024 filing.
  • Xtra Oil Company Profit Sharing Plan end-of-year assets fell from $636K in the plan year 2023 filing to $594K in the plan year 2024 filing.
  • Xtra Oil Company Profit Sharing Plan reported participants fell from 64 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942187649 · Xtra Oil Company PY 2024 · Profit Sharing

Xtra Oil Company Profit Sharing Plan · $594K · 61 · 19th

  • BOY $594K
  • SCH 61
  • EBSA 19th
  • PART Profit Sharing
  • TYPE near Cd Travel Ventures Inc. Retirement Plan
  • NET ind #2433

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 Retail Trade retirement plans → · Plans in California →

Xtra Oil Company Profit Sharing Plan in the asset neighbourhood

Kaw Investments, Inc. Retirement PlanKaw Investments, Inc. Retire…$595KXtra Oil Company Profit Sharing PlanXtra Oil Company Profit Shar…$594KCd Travel Ventures Inc. Retirement PlanCd Travel Ventures Inc. Reti…$594KScheflo Inc. Retirement Plan$595KHillside Cortlandt Cemetery Association Pension TrustHillside Cortlandt Cemetery …$594K
End-of-year total assets ($M) among Xtra Oil Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$636K
Net Assets (End of Year)$568K
Net Income-$41K
Employer EIN942187649
Plan Effective Date1974-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Xtra Oil Company)

Sponsor-wide plan assets over time

All Xtra Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$594K 6.690934548925055% vs 2022
2024 filing year
$0.58M$0.6M$0.62M$0.64M$0.66M 202220232024 $0.64M $0.59M ▼ -7.8%
Year Plans Participants Total Assets
2022 1 64 $637K
2023 1 64 $636K
2024 1 61 $594K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Xtra Oil Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Xtra Oil Company Profit Sharing Plan, Total assets ($B): 0.000594431 · Participants: 61Xtra Oil Company Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Xtra Oil Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Xtra Oil Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Cd Travel Ventures Inc. Retirement Plan in IN ($594K); by covered participants it is D&b Northwest Family Services Inc. Retirement Plan in WA (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($594K here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Xtra Oil Company Profit Sharing Plan assets move in 2024?
Xtra Oil Company Profit Sharing Plan pulled back noticeably - down 6.5% during 2024, from $636K to $594K. Reported net income was -$41K.
How have Xtra Oil Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Xtra Oil Company's sponsor-wide assets declined 6.7%, from $637K to $594K.
Where does Xtra Oil Company Profit Sharing Plan rank by assets among Form 5500 filers?
Xtra Oil Company Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Xtra Oil Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Cd Travel Ventures Inc. Retirement Plan in IN ($594K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Xtra Oil Company Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is D&b Northwest Family Services Inc. Retirement Plan in WA (61 participants, $74K in assets).