Defined Benefit (Pension) · DOL Form 5500 · 2024

Totalenergies Finance USA, Inc. Pension Plan

Data updated 2026-08-25

$637M
Total assets Above avg plan size
431
Participants Below avg headcount
98th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Totalenergies Finance USA, Inc. Pension Plan · Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing

$637M in assets, 431 participants

Totalenergies Finance USA, Inc.'s Totalenergies Finance USA, Inc. Pension Plan reported $637M in total assets and 431 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.

  • #17,122 in Manufacturing (17,777 peers)

Where Totalenergies Finance USA, Inc. Pension Plan sits by assets

Totalenergies Finance USA, Inc. Pension Plan sits in the top 5% of all filed plans by assets, $637M for 431 participants (~$1.5M/participant), down 2.9% in 2024.

#17,122
in Manufacturing (17,777 peers)
-2.9%
assets change YoY
6.4×
vs typical plan assets (national mean)

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.

Totalenergies Finance USA, Inc. Pension Plan's outsized position by total assets

Totalenergies Finance USA, Inc. Pension Plan vs every filed plan by assets

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

$637,043,473 Top 2% higher than 98% 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

Totalenergies Finance USA, Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Totalenergies Finance USA, Inc. Pension Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Totalenergies Finance USA, Inc. Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$23M in the plan year 2024 filing.
  • Totalenergies Finance USA, Inc. Pension Plan reported participants fell from 471 in the plan year 2023 filing to 431 in the plan year 2024 filing.
  • Totalenergies Finance USA, Inc. Pension Plan end-of-year assets fell from $656M in the plan year 2023 filing to $637M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 233060301 · Totalenergies Finance USA, Inc. PY 2024 · Defined Benefit (Pension)

Totalenergies Finance USA, Inc. Pension Plan · $637M · 431 · 98th

  • BOY $637M
  • SCH 431
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Teamsters Union No. 142 Pension Fund
  • NET ind #17122

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 →

Totalenergies Finance USA, Inc. Pension Plan in the asset neighbourhood

Teamsters Union No. 142 Pension FundTeamsters Union No. 142 Pens…$639MTotalenergies Finance USA, Inc. Pension PlanTotalenergies Finance USA, I…$637MThe Nemours Foundation Pension PlanThe Nemours Foundation Pensi…$635MNewell Brands Consolidated Pension PlanNewell Brands Consolidated P…$635MUsg Corporation Retirement PlanUsg Corporation Retirement P…$634M
End-of-year total assets ($M) among Totalenergies Finance USA, Inc. Pension 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)$656M
Net Assets (End of Year)$624M
Net Income-$23M
Employer EIN233060301
Plan Effective Date1934-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Totalenergies Finance USA, Inc.)

Sponsor-wide plan assets over time

All Totalenergies Finance USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 12.40643672950945% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.38B $1.55B ▲ +12.3%
Year Plans Participants Total Assets
2022 3 4,468 $1.4B
2023 3 4,498 $1.5B
2024 3 4,355 $1.5B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Totalenergies Finance USA, Inc. Pension Plan, Total assets ($B): 0.637043473 · Participants: 431Totalenergies Finance USA, Inc. Pension 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
Totalenergies Finance USA, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Totalenergies Finance USA, Inc. Pension Plan side-by-side with 3 peers →

Totalenergies Finance USA, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Teamsters Union No. 142 Pension Fund in IN ($639M); by covered participants it is Detroit Diesel Corporation Hourly-Rate Employees Pension Plan in OR (431 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($637M here).

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 Totalenergies Finance USA, Inc. Pension Plan assets move in 2024? ▼
Totalenergies Finance USA, Inc. Pension Plan edged down modestly - down 2.9% during 2024, from $656M to $637M. Reported net income was -$23M.
How have Totalenergies Finance USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Totalenergies Finance USA, Inc.'s sponsor-wide assets grew 12.4%, from $1.4B to $1.5B.
Where does Totalenergies Finance USA, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Totalenergies Finance USA, Inc. Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Totalenergies Finance USA, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Union No. 142 Pension Fund in IN ($639M, 2,059 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Totalenergies Finance USA, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Detroit Diesel Corporation Hourly-Rate Employees Pension Plan in OR (431 participants, $298M 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 233060301.

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.