Defined Benefit (Pension) · DOL Form 5500 · 2024
Citgo Petroleum Corporation Pension Plan
Data updated 2026-08-25
- $799M
- Total assets Above avg plan size
- 2,037
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $392,409
- Avg per participant High balance/head
Official DOL plan name: Citgo Petroleum Corporation Salaried Employees' Pension Plan · Sponsored by Citgo Petroleum Corporation · Texas · Manufacturing
$799M in assets, 2,037 participants
Citgo Petroleum Corporation's Citgo Petroleum Corporation Salaried Employees' Pension Plan reported $799M in total assets and 2,037 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #17,225 in Manufacturing (17,777 peers)
Coverage in Texas
Citgo Petroleum Corporation Salaried Employees' Pension Plan covers 2,037 participants in Texas, 3.0x the typical Texas plan (state average ~688 per filing). Assets: $799M.
- #17,225
- in Manufacturing (17,777 peers)
- -2.2%
- assets change YoY
- 8.0×
- 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.
Citgo Petroleum Corporation Salaried Employees' Pension Plan's outsized position by total assets
Citgo Petroleum Corporation Salaried Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$799,337,934 Top 2% higher than 98% 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
Citgo Petroleum Corporation Salaried Employees' Pension 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. Citgo Petroleum Corporation Salaried Employees' Pension Plan lands in the large band (2,037 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citgo Petroleum Corporation Salaried Employees' Pension Plan reported net income fell from $89M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
- Citgo Petroleum Corporation Salaried Employees' Pension Plan reported participants rose from 1,913 in the plan year 2023 filing to 2,037 in the plan year 2024 filing.
- Citgo Petroleum Corporation Salaried Employees' Pension Plan end-of-year assets fell from $818M in the plan year 2023 filing to $799M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731173881 · Citgo Petroleum Corporation PY 2024 · Defined Benefit (Pension)
Citgo Petroleum Corporation Salaried Employees' Pension Plan · $799M · 2,037 · 98th
- TYPE $799M
- TYPE 2,037
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Keycorp Consolidated Cash Balance Plan
- TYPE ind #17225
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 →
Citgo Petroleum Corporation Salaried Employees' Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $818M |
|---|---|
| Net Assets (End of Year) | $799M |
| Net Income | -$18M |
| Employer EIN | 731173881 |
| Plan Effective Date | 1991-01-01 |
| 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
Citgo Petroleum Corporation Salaried Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Keycorp Consolidated Cash Balance Plan in OH ($799M); by covered participants it is Excellus Retirement Plan in NY (2,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($799M here).
- Keycorp Consolidated Cash Balance Plan (OH) $799M · 2,997
- New Jersey Manufacturers Insurance Company Retirement Plan (NJ) $800M · 1,233
- Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees (PR) $797M · 1,468
- Maine Medical Center Pension Plan (ME) $795M · 2,484
Similar participant headcount
Nearest other-state filings by covered participants (2,037 participants); asset peers above are excluded.
- Excellus Retirement Plan (NY) 2,038 · 1 off
- Reading Health System Pension Plan (PA) 2,039 · 2 off
- Joint Pension Fund of Local Union No 102 (NJ) 2,040 · 3 off
- Retirement Plan for Hospital Employees (CA) 2,045 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.