401(k) · DOL Form 5500 · 2024
United Refining Company of Pennsylvania 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,736
- Participants Near avg headcount
- 60th
- Percentile by assets National rank
- $7,062
- Avg per participant Low balance/head
Official DOL plan name: United Refining Company of PA Incentive Savings Plan · Sponsored by United Refining Company of Pennsylvania · Pennsylvania · Manufacturing
$12M in assets, 1,736 participants
United Refining Company of Pennsylvania's United Refining Company of PA Incentive Savings Plan reported $12M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #8,362 in Manufacturing (17,777 peers)
Coverage in Pennsylvania
United Refining Company of PA Incentive Savings Plan covers 1,736 participants in Pennsylvania, 2.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $12M.
- #8,362
- in Manufacturing (17,777 peers)
- +19.0%
- assets growth YoY
United Refining Company of PA Incentive Savings Plan's mid-pack asset rank among Manufacturing and all filers
United Refining Company of PA Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,260,100 Top 40% higher than 60% 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 of PA Incentive 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. United Refining Company of PA Incentive Savings Plan lands in the large band (1,736 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Refining Company of PA Incentive Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- United Refining Company of PA Incentive Savings Plan reported participants rose from 1,545 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.
- United Refining Company of PA Incentive Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 250850960 · United Refining Company of Pennsylvania PY 2024 · 401(k)
United Refining Company of PA Incentive Savings Plan · $12M · 1,736 · 60th
- EBSA $12M
- EBSA 1,736
- EBSA 60th
- EBSA 401(k)
- EBSA near P & S and Related Entities 401(k) Plan
- EBSA ind #8362
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 of PA Incentive Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 250850960 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Refining Company of Pennsylvania)
Sponsor-wide plan assets over time
All United Refining Company of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 37.64604283204535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,006 | $9M |
| 2023 | 2 | 1,545 | $10M |
| 2024 | 1 | 1,736 | $12M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
United Refining Company of PA Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is P & S and Related Entities 401(k) Plan in WI ($12M); by covered participants it is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- P & S and Related Entities 401(k) Plan (WI) $12M · 218
- Future Skys Inc 401(k) Plan (NJ) $12M · 27
- Ethos Technologies, Inc. 401(k) Plan (TX) $12M · 166
- Paytech, Inc. 401(k) Plan (CO) $12M · 168
Similar participant headcount
Nearest other-state filings by covered participants (1,736 participants); asset peers above are excluded.
- Lozier Corporation 401(k) Savings Plan (NE) 1,736 · 0 off
- Mittera Group, Inc. 401(k) Retirement Plan (IA) 1,736 · 0 off
- Caris Science, Inc. 401(k) Plan (TX) 1,736 · 0 off
- Wheels Up Partners LLC Retirement Savings Plan (NY) 1,736 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.