401(k) · DOL Form 5500 · 2024

United Refining Company 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
495
Participants Below avg headcount
90th
Percentile by assets National rank
$183,016
Avg per participant Above avg balance/head
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Official DOL plan name: United Refining Company Incentive Savings Plan for Salaried Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing

$91M in assets, 495 participants

United Refining Company's United Refining Company Incentive Savings Plan for Salaried Employees reported $91M in total assets and 495 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,098 in Manufacturing (17,777 peers)

Where United Refining Company Incentive Savings Plan for Salaried Employees sits by assets

United Refining Company Incentive Savings Plan for Salaried Employees sits in the top 10% of all filed plans by assets, $91M for 495 participants (~$183,016/participant), up 20.2% in 2024.

#15,098
in Manufacturing (17,777 peers)
+20.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

United Refining Company Incentive Savings Plan for Salaried Employees's outsized position by total assets

United Refining Company Incentive Savings Plan for Salaried Employees vs every filed plan by assets

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

$90,592,884 Top 10% higher than 90% 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

United Refining Company Incentive Savings Plan for Salaried Employees 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. United Refining Company Incentive Savings Plan for Salaried Employees sits mid-pack in the medium band (495 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Refining Company Incentive Savings Plan for Salaried Employees reported net income rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • United Refining Company Incentive Savings Plan for Salaried Employees end-of-year assets rose from $75M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • United Refining Company Incentive Savings Plan for Salaried Employees reported participants rose from 480 in the plan year 2023 filing to 495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251411751 · United Refining Company PY 2024 · 401(k)

United Refining Company Incentive Savings Plan for Salaried Employees · $91M · 495 · 90th

  • TYPE $91M
  • TYPE 495
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Boise Cascade Company Retirement Savings Plan
  • TYPE ind #15098

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 Pennsylvania →

United Refining Company Incentive Savings Plan for Salaried Employees in the asset neighbourhood

Boise Cascade Company Retirement Savings PlanBoise Cascade Company Retire…$91MUnited Refining Company Incentive Savings Plan for Salaried EmployeesUnited Refining Company Ince…$91MJrb Personnel, LLC 401(k) Retirement PlanJrb Personnel, LLC 401(k) Re…$91MBarrow, Hanley Profit Sharing & 401(k) PlanBarrow, Hanley Profit Sharin…$91MIsco Industries Inc. Retirement Savings PlanIsco Industries Inc. Retirem…$91M
End-of-year total assets ($M) among United Refining Company Incentive Savings Plan for Salaried Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$91M
Net Income$13M
Employer EIN251411751
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Refining Company)

Sponsor-wide plan assets over time

All United Refining Company plans reported in each filing year

Latest sponsor-wide plan assets
$134M 31.797403837400466% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $196M $134M ▼ -31.8%
Year Plans Participants Total Assets
2022 4 1,109 $196M
2023 4 1,120 $255M
2024 3 1,120 $134M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Refining Company Incentive Savings Plan for Salaried Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants United Refining Company Incentive Savings Plan for Salaried Employees, Total assets ($B): 0.090592884 · Participants: 495United Refining Company Incentive Savings Plan for Salaried EmployeesComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
United Refining Company Incentive Savings Plan for Salaried Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

United Refining Company Incentive Savings Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Boise Cascade Company Retirement Savings Plan in ID ($91M); by covered participants it is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 United Refining Company Incentive Savings Plan for Salaried Employees assets move in 2024? ▼
United Refining Company Incentive Savings Plan for Salaried Employees grew sharply - up 20.2% during 2024, from $75M to $91M. Reported net income was $13M.
How have United Refining Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Refining Company's sponsor-wide assets declined 31.8%, from $196M to $134M.
Where does United Refining Company Incentive Savings Plan for Salaried Employees rank by assets among Form 5500 filers? ▼
United Refining Company Incentive Savings Plan for Salaried Employees ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to United Refining Company Incentive Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by assets is Boise Cascade Company Retirement Savings Plan in ID ($91M, 1,246 participants).
Which 401(k) plans cover a similar participant headcount to United Refining Company Incentive Savings Plan for Salaried Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ardan Community of Companies 401(k) and Profit Sharing Plan in FL (495 participants, $44M in assets).