Defined Benefit (Pension) · DOL Form 5500 · 2024
Pdv Midwest Refining L.L.C. Pension Plan
Data updated 2026-08-06
- $26M
- Total assets
- 35
- Participants
- 75th
- Percentile by assets
- $750,500
- Avg per participant
Official DOL plan name: Uno-Ven Retirement Plan · Sponsored by Pdv Midwest Refining L.L.C. · Texas · Manufacturing
$26M in assets, 35 participants
Pdv Midwest Refining L.L.C.'s Uno-Ven Retirement Plan reported $26M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 116,472 plans)
Where Uno-Ven Retirement Plan sits by assets
Uno-Ven Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 35 participants (~$750,500/participant), down 6.4% in 2024.
- $26M
- total plan assets (2024 EOY)
- 35
- covered participants
- 75th
- percentile by assets (of 116,472 plans)
- $750,500
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uno-Ven Retirement Plan reported net income fell from $658K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Uno-Ven Retirement Plan reported participants fell from 43 in the plan year 2023 filing to 35 in the plan year 2024 filing.
- Uno-Ven Retirement Plan end-of-year assets fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Uno-Ven Retirement Plan vs the 2024 asset distribution
By assets, Uno-Ven Retirement Plan outranks 75% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$2M |
| Employer EIN | 364138789 |
| Plan Effective Date | 1989-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pdv Midwest Refining L.L.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $27M |
| 2023 | 1 | 43 | $28M |
| 2024 | 1 | 35 | $26M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Uno-Ven Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Uno-Ven Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Uno-Ven Retirement Plan assets move in 2024? ▼
How have Pdv Midwest Refining L.L.C. plan assets changed over time? ▼
Where does Uno-Ven Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Uno-Ven Retirement Plan? ▼
Next read for Uno-Ven Retirement Plan
Scale reading
Ways to act on Uno-Ven Retirement Plan's numbers.
- By total assets, Uno-Ven Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Pdv Midwest Refining L.L.C.'s sponsor-wide assets have declined 4.3% since 2022 across 3 plan years on file. More Manufacturing plans
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 364138789.
Read our methodology - how this data is sourced, computed, and verified.