Defined Benefit (Pension) · DOL Form 5500 · 2024

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
66
Participants Small participant base
37th
Percentile by assets National rank
$56,050
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$4M in assets, 66 participants

Calumet Gp, LLC's Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported $4M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,096 in Finance & Insurance (8,549 peers)

Calumet Gp, LLC multi-year trail

Calumet Gp, LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Montana Refining Employees of Calumet Gp, LLC at $4M / 66 participants.

#2,096
in Finance & Insurance (8,549 peers)
+5.8%
assets growth YoY

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs every filed plan by assets

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

$3,699,296 37th percentile higher than 37% 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

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Montana Refining Employees of Calumet Gp, LLC is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported net income rose from $82K in the plan year 2023 filing to $203K in the plan year 2024 filing.
  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Retirement Plan for Montana Refining Employees of Calumet Gp, LLC reported participants fell from 67 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364579817 · Calumet Gp, LLC PY 2024 · Defined Benefit (Pension)

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC · $4M · 66 · 37th

  • NET $4M
  • BOOK 66
  • VS-ST 37th
  • BOY Defined Benefit (Pension)
  • SCH near Totes Isotoner Corporation Employees' Pension Plan
  • EBSA ind #2096

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 Finance & Insurance retirement plans → · Plans in Indiana →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC in the asset neighbourhood

Gerresheimer Glass Salaried Retirement PlanGerresheimer Glass Salaried …$4MRetirement Plan for Montana Refining Employees of Calumet Gp, LLCRetirement Plan for Montana …$4MTotes Isotoner Corporation Employees' Pension PlanTotes Isotoner Corporation E…$4MJlt (USA) Stable Value Plan - Tw LegacyJlt (USA) Stable Value Plan …$4MKinetic Solutions Inc. Defined Benefit Pension PlanKinetic Solutions Inc. Defin…$4M
End-of-year total assets ($M) among Retirement Plan for Montana Refining Employees of Calumet Gp, LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Calumet Gp, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Calumet Gp, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$203K
Employer EIN364579817
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Retirement Plan for Montana Refining Employees of Calumet Gp, LLC, Total assets ($B): 0.003699296 · Participants: 66Retirement Plan for Montana Refining Employees of Calumet Gp, LLCThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Retirement Plan for Montana Refining Employees of Calumet Gp, LLC side-by-side with 3 peers →

Retirement Plan for Montana Refining Employees of Calumet Gp, LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Totes Isotoner Corporation Employees' Pension Plan in OH ($4M); by covered participants it is Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas in VA (66 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Montana Refining Employees of Calumet Gp, LLC assets move in 2024? ▼
Retirement Plan for Montana Refining Employees of Calumet Gp, LLC grew at a solid clip - up 5.8% during 2024, from $3M to $4M. Reported net income was $203K.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Totes Isotoner Corporation Employees' Pension Plan in OH ($4M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Montana Refining Employees of Calumet Gp, LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas in VA (66 participants, $60M 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 364579817.

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.