Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SUPERIOR REFINING COMPANY LLC

This Defined Benefit (Pension) plan holds $21M in total assets and serves 65 participants as of 2024. It is sponsored by SUPERIOR REFINING COMPANY LLC in Ohio. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$21M
Participants
65
State
Industry
Manufacturing

What the Filing Says About SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN

SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by SUPERIOR REFINING COMPANY LLC, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 65 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 800744653, and the plan has been effective since 1959-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2024 to $21M at year-end — a decline of 5.9%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-1,296,295 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-1,296,295
Plan TypeDefined Benefit (Pension)
Employer EIN800744653
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SUPERIOR REFINING COMPANY LLC)

Year Plans Participants Total Assets
2022 1 78 $21M
2023 1 72 $22M
2024 1 65 $21M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Frequently Asked Questions

How much money is in the SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN?
As of the 2024 Form 5500 filing, SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN holds $21M in total assets with 65 participants. It is sponsored by SUPERIOR REFINING COMPANY LLC.
What type of plan is SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN?
SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1959-07-01. The plan is filed with the U.S. Department of Labor under EIN 800744653.
Who sponsors the SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN?
SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN is sponsored by SUPERIOR REFINING COMPANY LLC, located in Ohio. The sponsor's EIN is 800744653 and the plan operates in the Manufacturing industry.
How did SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN perform in 2024?
SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN declined by 5.9% during 2024, moving from $22M to $21M in total assets. Net income was $-1,296,295.
Where can I find official filings for SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800744653 or plan name at efast.dol.gov.
How does SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare SUPERIOR REFINING COMPANY DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 800744653.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.