Defined Benefit (Pension) · DOL Form 5500 · 2024
Citgo Petroleum Corporation Pension Plan
Data updated 2026-08-25
- $489M
- Total assets Above avg plan size
- 1,570
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $311,513
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing
$489M in assets, 1,570 participants
Citgo Petroleum Corporation's Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported $489M in total assets and 1,570 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,975 in Manufacturing (17,777 peers)
Coverage in Texas
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies covers 1,570 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $489M.
- #16,975
- in Manufacturing (17,777 peers)
- -3.6%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's outsized position by total assets
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$489,076,054 Top 3% higher than 97% 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
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies'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. Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies lands in the large band (1,570 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported net income fell from $53M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies reported participants rose from 1,501 in the plan year 2023 filing to 1,570 in the plan year 2024 filing.
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies end-of-year assets fell from $507M in the plan year 2023 filing to $489M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 731173881 · Citgo Petroleum Corporation PY 2024 · Defined Benefit (Pension)
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies · $489M · 1,570 · 97th
- EOY $489M
- 5500 1,570
- ASSETS 97th
- PCT Defined Benefit (Pension)
- EIN near Southern California Local 831 - Employer Pension Fund
- RANK ind #16975
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 →
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $507M |
|---|---|
| Net Assets (End of Year) | $489M |
| Net Income | -$18M |
| Employer EIN | 731173881 |
| Plan Effective Date | 1949-01-01 |
| 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 Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Southern California Local 831 - Employer Pension Fund in CA ($489M); by covered participants it is The Dierbergs Market, Inc and Local 655 Variable Annuity Plan in MO (1,566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($489M here).
- Southern California Local 831 - Employer Pension Fund (CA) $489M · 1,127
- Munich Reinsurance America, Inc. Pension Plan (NJ) $489M · 303
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) $489M · 1,399
- Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $487M · 903
Similar participant headcount
Nearest other-state filings by covered participants (1,570 participants); asset peers above are excluded.
- The Dierbergs Market, Inc and Local 655 Variable Annuity Plan (MO) 1,566 · 4 off
- Oregon Processors Seasonal Employees Pension Plan (OR) 1,575 · 5 off
- I.B.E.W. Local 38 Pension Plan (OH) 1,575 · 5 off
- Rio Tinto America Inc. Retirement Plan (UT) 1,564 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.