Defined Benefit (Pension) · DOL Form 5500 · 2024

Houston Refining LP Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
235
Participants Below avg headcount
88th
Percentile by assets National rank
$319,375
Avg per participant High balance/head
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Official DOL plan name: Houston Refining LP Retirement Plan for Represented Employees · Sponsored by Houston Refining LP · Texas · Manufacturing

$75M in assets, 235 participants

Houston Refining LP's Houston Refining LP Retirement Plan for Represented Employees reported $75M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,713 in Manufacturing (17,777 peers)

Coverage in Texas

Houston Refining LP Retirement Plan for Represented Employees covers 235 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $75M.

#14,713
in Manufacturing (17,777 peers)
+11.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Houston Refining LP Retirement Plan for Represented Employees's outsized position by total assets

Houston Refining LP Retirement Plan for Represented Employees vs every filed plan by assets

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

$75,053,118 Top 12% higher than 88% 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

Houston Refining LP Retirement Plan for Represented 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. Houston Refining LP Retirement Plan for Represented Employees sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houston Refining LP Retirement Plan for Represented Employees end-of-year assets rose from $67M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Houston Refining LP Retirement Plan for Represented Employees reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Houston Refining LP Retirement Plan for Represented Employees reported participants fell from 242 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760395303 · Houston Refining LP PY 2024 · Defined Benefit (Pension)

Houston Refining LP Retirement Plan for Represented Employees · $75M · 235 · 88th

  • PHOTO $75M
  • IND 235
  • EOY 88th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank
  • PCT ind #14713

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 →

Houston Refining LP Retirement Plan for Represented Employees in the asset neighbourhood

Mannington Pension Plan and TrustMannington Pension Plan and …$75MWestmoreland Retirement Plan$75MSan Antonio Regional Hospital Retirement PlanSan Antonio Regional Hospita…$75MHouston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$75MSbera Pension Plan as Adopted by Salem Five Cents Savings BankSbera Pension Plan as Adopte…$75M
End-of-year total assets ($M) among Houston Refining LP Retirement Plan for Represented Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$75M
Net Income$8M
Employer EIN760395303
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Refining LP)

Sponsor-wide plan assets over time

All Houston Refining LP plans reported in each filing year

Latest sponsor-wide plan assets
$185M 29.349061063205024% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $143M $185M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 688 $143M
2023 2 620 $161M
2024 2 627 $185M

Nearby Defined Benefit (Pension) Plans in Texas

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

Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Houston Refining LP Retirement Plan for Represented Employees, Total assets ($B): 0.075053118 · Participants: 235Houston Refining LP Retirement Plan for Represented EmployeesAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Houston Refining LP Retirement Plan for Represented Employees vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Houston Refining LP Retirement Plan for Represented Employees side-by-side with 3 peers →

Houston Refining LP Retirement Plan for Represented Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M); by covered participants it is Local 29 R.W.D.S.U. Pension Fund in NY (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Houston Refining LP Retirement Plan for Represented Employees assets move in 2024? ▼
Houston Refining LP Retirement Plan for Represented Employees grew at a solid clip - up 11.2% during 2024, from $67M to $75M. Reported net income was $8M.
How have Houston Refining LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Refining LP's sponsor-wide assets grew 29.3%, from $143M to $185M.
Where does Houston Refining LP Retirement Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Houston Refining LP Retirement Plan for Represented Employees ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by Salem Five Cents Savings Bank in MA ($75M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houston Refining LP Retirement Plan for Represented Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 29 R.W.D.S.U. Pension Fund in NY (235 participants, $60K 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 760395303.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.