Defined Benefit (Pension) · DOL Form 5500 · 2024
Totalenergies Finance USA, Inc. Pension Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 1,501
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $81,284
- Avg per participant Below avg balance/head
Official DOL plan name: Totalenergies Finance USA, Inc. Cash Balance Pension Plan · Sponsored by Totalenergies Finance USA, Inc. · Texas · Manufacturing
$122M in assets, 1,501 participants
Totalenergies Finance USA, Inc.'s Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported $122M in total assets and 1,501 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,590 in Manufacturing (17,777 peers)
Coverage in Texas
Totalenergies Finance USA, Inc. Cash Balance Pension Plan covers 1,501 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $122M.
- #15,590
- in Manufacturing (17,777 peers)
- +17.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Totalenergies Finance USA, Inc. Cash Balance Pension Plan's outsized position by total assets
Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$122,007,825 Top 8% higher than 92% 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
Totalenergies Finance USA, Inc. Cash Balance 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. Totalenergies Finance USA, Inc. Cash Balance Pension Plan lands in the large band (1,501 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported net income rose from $10M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan end-of-year assets rose from $104M in the plan year 2023 filing to $122M in the plan year 2024 filing.
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan reported participants fell from 1,626 in the plan year 2023 filing to 1,501 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 233060301 · Totalenergies Finance USA, Inc. PY 2024 · Defined Benefit (Pension)
Totalenergies Finance USA, Inc. Cash Balance Pension Plan · $122M · 1,501 · 92nd
- 5500 $122M
- ASSETS 1,501
- PCT 92nd
- EIN Defined Benefit (Pension)
- RANK near Weil, Gotshal & Manges Employees' Pension Plan
- PHOTO ind #15590
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. Cash Balance Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $18M |
| Employer EIN | 233060301 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING 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
| 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.
- 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
Totalenergies Finance USA, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Weil, Gotshal & Manges Employees' Pension Plan in NY ($122M); by covered participants it is Iron Workers District Council of Tn Valley & Vicinity Pension Plan in TN (1,502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Weil, Gotshal & Manges Employees' Pension Plan (NY) $122M · 351
- Big Heart Pet Brands Retirement Plan (OH) $122M · 119
- Nippon Express U.S.a. Group Pension Plan (IL) $122M · 197
- Sheet Metal Workers Local 7, Zone 2 Pension Plan (MI) $121M · 371
Similar participant headcount
Nearest other-state filings by covered participants (1,501 participants); asset peers above are excluded.
- Iron Workers District Council of Tn Valley & Vicinity Pension Plan (TN) 1,502 · 1 off
- Minneapolis Retail Meat Cutters and Food Handlers Pension Fund (MN) 1,500 · 1 off
- Plumbers and Steamfitters Local 486 Pension Fund (MD) 1,499 · 2 off
- Employees Security Fund of the Elec Ind Pension Plan (NY) 1,505 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.