Defined Benefit (Pension) · DOL Form 5500 · 2024

Pdv Midwest Refining L.L.C. Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
35
Participants Small participant base
75th
Percentile by assets National rank
$750,500
Avg per participant High balance/head
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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.

  • #11,715 in Manufacturing (17,777 peers)

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.

#11,715
in Manufacturing (17,777 peers)
-6.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Uno-Ven Retirement Plan's outsized position by total assets

Uno-Ven Retirement Plan vs every filed plan by assets

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

$26,267,490 Top 25% higher than 75% 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

Uno-Ven Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uno-Ven Retirement Plan is a small filing (35 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364138789 · Pdv Midwest Refining L.L.C. PY 2024 · Defined Benefit (Pension)

Uno-Ven Retirement Plan · $26M · 35 · 75th

  • IND $26M
  • IND 35
  • IND 75th
  • IND Defined Benefit (Pension)
  • IND near Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock
  • IND ind #11715

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 →

Uno-Ven Retirement Plan in the asset neighbourhood

Smithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$26MUno-Ven Retirement Plan$26MPension Plan for Former Employees of Aventics Corporation and Bristol BabcockPension Plan for Former Empl…$26MCranston Print Works General Employees' Retirement PlanCranston Print Works General…$26MStepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly EmployeesStepan Company Retirement Pl…$26M
End-of-year total assets ($M) among Uno-Ven Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN364138789
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pdv Midwest Refining L.L.C.)

Sponsor-wide plan assets over time

All Pdv Midwest Refining L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 4.3449739423483384% vs 2022
2024 filing year
$26M$27M$28M$29M 202220232024 $27.5M $26.3M ▼ -4.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Uno-Ven Retirement Plan, Total assets ($B): 0.02626749 · Participants: 35Uno-Ven Retirement PlanAT&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
Uno-Ven Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Uno-Ven Retirement Plan side-by-side with 3 peers →

Uno-Ven Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock in MO ($26M); by covered participants it is Targetbase Inc. Pension Plan in NY (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Uno-Ven Retirement Plan assets move in 2024? ▼
Uno-Ven Retirement Plan pulled back noticeably - down 6.4% during 2024, from $28M to $26M. Reported net income was -$2M.
How have Pdv Midwest Refining L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pdv Midwest Refining L.L.C.'s sponsor-wide assets declined 4.3%, from $27M to $26M.
Where does Uno-Ven Retirement Plan rank by assets among Form 5500 filers? ▼
Uno-Ven Retirement Plan ranks in the 75th 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 Uno-Ven Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Former Employees of Aventics Corporation and Bristol Babcock in MO ($26M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uno-Ven Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Targetbase Inc. Pension Plan in NY (35 participants, $22M 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 364138789.

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.