401(k) · DOL Form 5500 · 2024

United Refining Company 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size: 338
Participants Below avg headcount: 82nd
Percentile by assets National rank: $127,847
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: United Refining Company Incentive Savings Plan for Hourly Employees · Sponsored by United Refining Company · Pennsylvania · Manufacturing

$43M in assets, 338 participants

United Refining Company's United Refining Company Incentive Savings Plan for Hourly Employees reported $43M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

#13,391 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

United Refining Company Incentive Savings Plan for Hourly Employees covers 338 participants in Pennsylvania, about 41% of the average Pennsylvania filer (state average ~822 per filing). Assets: $43M.

#13,391
in Manufacturing (17,777 peers): +15.2%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

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

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

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

$43,212,439 Top 18% higher than 82% 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

United Refining Company Incentive Savings Plan for Hourly 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 Hourly Employees sits mid-pack in the medium band (338 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

United Refining Company Incentive Savings Plan for Hourly Employees reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
United Refining Company Incentive Savings Plan for Hourly Employees end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
United Refining Company Incentive Savings Plan for Hourly Employees reported participants fell from 349 in the plan year 2023 filing to 338 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

United Refining Company Incentive Savings Plan for Hourly Employees · $43M · 338 · 82nd

NET $43M
NET 338
NET 82nd
NET 401(k)
NET near Iko Salaried Employee Savings Plan
NET ind #13391

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 →

End-of-year total assets ($M) among United Refining Company Incentive Savings Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$43M
Net Income	$5M
Employer EIN	251411751
Plan Effective Date	1989-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Refining Company)

Latest sponsor-wide plan assets: $134M 31.797403837400466% vs 2022; 2024 filing year

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 Hourly Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare United Refining Company Incentive Savings Plan for Hourly Employees side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Iko Salaried Employee Savings Plan in DE ($43M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Iko Salaried Employee Savings Plan (DE) $43M · 421
Wollmuth Maher & Deutsch LLP 401(k) Plan (NY) $43M · 55
City Brewing Company Hourly 401(k) Plan (WI) $43M · 465
Digestive Healthcare of Georgia, P.C. 401(k) Profit Sharing Plan (GA) $43M · 325

Similar participant headcount

Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.

Healthcrest Surgical 401(k) Plan (OK) 338 · 0 off
Replacements, Ltd. 401(k) Plan (NC) 338 · 0 off
Murphy Employee Profit Sharing and 401(k) Plan (MO) 338 · 0 off
Greater Nevada Credit Union 401(k) Plan (NV) 338 · 0 off

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 Hourly Employees assets move in 2024? ▼

United Refining Company Incentive Savings Plan for Hourly Employees grew sharply - up 15.2% during 2024, from $38M to $43M. Reported net income was $5M.

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 Hourly Employees rank by assets among Form 5500 filers? ▼

United Refining Company Incentive Savings Plan for Hourly Employees ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to United Refining Company Incentive Savings Plan for Hourly Employees? ▼

Among 401(k) plans in other states, the closest by assets is Iko Salaried Employee Savings Plan in DE ($43M, 421 participants).

Which 401(k) plans cover a similar participant headcount to United Refining Company Incentive Savings Plan for Hourly Employees? ▼

Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (338 participants, $12M 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 251411751.