401(k) · DOL Form 5500 · 2024
Citgo Petroleum Corporation 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 2,369
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $434,815
- Avg per participant High balance/head
Official DOL plan name: Citgo Petroleum Corporation Employees' Retirement and Savings Plan · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing
$1.0B in assets, 2,369 participants
Citgo Petroleum Corporation's Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported $1.0B in total assets and 2,369 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,325 in Manufacturing (17,777 peers)
Coverage in Texas
Citgo Petroleum Corporation Employees' Retirement and Savings Plan covers 2,369 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $1.0B.
- #17,325
- in Manufacturing (17,777 peers)
- +11.4%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Citgo Petroleum Corporation Employees' Retirement and Savings Plan's outsized position by total assets
Citgo Petroleum Corporation Employees' Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,030,075,948 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Citgo Petroleum Corporation Employees' Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citgo Petroleum Corporation Employees' Retirement and Savings Plan lands in the large band (2,369 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported net income fell from $121M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan end-of-year assets rose from $925M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
- Citgo Petroleum Corporation Employees' Retirement and Savings Plan reported participants rose from 2,221 in the plan year 2023 filing to 2,369 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731173881 · Citgo Petroleum Corporation PY 2024 · 401(k)
Citgo Petroleum Corporation Employees' Retirement and Savings Plan · $1.0B · 2,369 · 98th
- EBSA $1.0B
- PART 2,369
- TYPE 98th
- NET 401(k)
- BOOK near Dart Container Corporation Employees' 401(k) Plus Plan
- VS-ST ind #17325
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 →
Citgo Petroleum Corporation Employees' Retirement and Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $925M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $105M |
| Employer EIN | 731173881 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citgo Petroleum Corporation)
Sponsor-wide plan assets over time
All Citgo Petroleum Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 18.039616216310993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 7,125 | $2.2B |
| 2023 | 4 | 7,375 | $2.5B |
| 2024 | 4 | 7,785 | $2.6B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Citgo Petroleum Corporation Employees' Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Dart Container Corporation Employees' 401(k) Plus Plan in MI ($1.0B); by covered participants it is Dsm North America Defined Contribution Plan in NJ (2,369 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Dart Container Corporation Employees' 401(k) Plus Plan (MI) $1.0B · 10,966
- Barry-Wehmiller Companies' 401(k) Retirement Savings Plan (MO) $1.0B · 5,944
- Employee Savings and Investment Plan of Levi Strauss & Co. (CA) $1.0B · 6,385
- Live Nation Entertainment, Inc. 401(k) Savings Plan (CA) $1.0B · 9,643
Similar participant headcount
Nearest other-state filings by covered participants (2,369 participants); asset peers above are excluded.
- Dsm North America Defined Contribution Plan (NJ) 2,369 · 0 off
- Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company (AL) 2,369 · 0 off
- Daktronics, Inc. 401(k) Plan (SD) 2,369 · 0 off
- Franklin Logistics LLC 401(k) Plan (PA) 2,370 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.