Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Totalenergies Finance USA, Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing

What the 2023 filing shows

Totalenergies Finance USA, Inc. Pension Plan holds $637M for 431 participants — about $1.5M per participant, down 2.9% over the 2024 plan year.

$637M
total plan assets (2024 EOY)
431
covered participants
$1.5M
avg assets per participant
-2.9%
assets change YoY

The plan reported a net loss of $23M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$637M
Participants
431
State
Industry
Manufacturing

What the Filing Says About Totalenergies Finance USA, Inc. Pension Plan

Totalenergies Finance USA, Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Totalenergies Finance USA, Inc., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $637M in total end-of-year assets and covers 431 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 233060301, and the plan has been effective since 1934-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $656M at the beginning of 2024 to $637M at year-end — a decline of 2.9%. Net assets (after liabilities) closed the year at $624M, with reported net income of $-22,851,432 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$656M
Total Assets (End of Year)$637M
Net Assets (End of Year)$624M
Net Income$-22,851,432
Plan TypeDefined Benefit (Pension)
Employer EIN233060301
Plan Effective Date1934-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Totalenergies Finance USA, Inc.)

Year Plans Participants Total Assets
2022 3 4,468 $1.4B
2023 3 4,498 $1.5B
2024 3 4,355 $1.5B

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Frequently Asked Questions

How much money is in the Totalenergies Finance USA, Inc. Pension Plan?
As of the 2024 Form 5500 filing, Totalenergies Finance USA, Inc. Pension Plan holds $637M in total assets with 431 participants. It is sponsored by Totalenergies Finance USA, Inc..
What type of plan is Totalenergies Finance USA, Inc. Pension Plan?
Totalenergies Finance USA, Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1934-08-01. The plan is filed with the U.S. Department of Labor under EIN 233060301.
Who sponsors the Totalenergies Finance USA, Inc. Pension Plan?
Totalenergies Finance USA, Inc. Pension Plan is sponsored by Totalenergies Finance USA, Inc., located in Texas. The sponsor's EIN is 233060301 and the plan operates in the Manufacturing industry.
How did Totalenergies Finance USA, Inc. Pension Plan perform in 2024?
Totalenergies Finance USA, Inc. Pension Plan declined by 2.9% during 2024, moving from $656M to $637M in total assets. Net income was $-22,851,432.
Where can I find official filings for Totalenergies Finance USA, Inc. Pension Plan?
Official Form 5500 filings for Totalenergies Finance USA, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 233060301 or plan name at efast.dol.gov.
How does Totalenergies Finance USA, Inc. Pension Plan compare to other plans?
You can compare Totalenergies Finance USA, Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 233060301.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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