Defined Benefit (Pension) · DOL Form 5500 · 2024

Totalenergies Finance USA, Inc. Pension Plan

Data updated 2026-08-11

$122M
Total assets
1,501
Participants
92nd
Percentile by assets
$81,284
Avg per participant
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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.

  • 92nd percentile by assets (of 123,622 plans)
  • #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.

$122M
total plan assets (2024 EOY)
1,501
covered participants
92nd
percentile by assets (of 123,622 plans)
$81,284
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Texas
Industry
Manufacturing

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Totalenergies Finance USA, Inc. Cash Balance Pension Plan reports 1,501 participants - 2.2x that state average ($122M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$122M
Net Income$18M
Employer EIN233060301
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Totalenergies Finance USA, Inc.)

$1.3B$1.4B$1.5B$1.6B 202220232024 $1.38B $1.55B ▲ +12.3%
Total plan assets by year, all Totalenergies Finance USA, Inc. plans on file
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. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Totalenergies Finance USA, Inc. Cash Balance 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 Financ…AT&T Pension Benefit…Exxonmobil Pension P…Chevron Retirement P…Shell Pension PlanCaterpillar Inc. Ret…
Totalenergies Finance USA, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Totalenergies Finance USA, Inc. Cash Bal… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Totalenergies Finance USA, Inc. Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Totalenergies Finance USA, Inc. Cash Balance Pension Plan assets move in 2024? ▼
Totalenergies Finance USA, Inc. Cash Balance Pension Plan grew sharply - up 17.3% during 2024, from $104M to $122M. Reported net income was $18M.
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. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Totalenergies Finance USA, Inc. Cash Balance Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Totalenergies Finance USA, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Weil, Gotshal & Manges Employees' Pension Plan in NY ($122M, 351 participants).

Next read for Totalenergies Finance USA, Inc. Cash Bal…

Filing takeaways

Ways to act on Totalenergies Finance USA, Inc. Cash Balance Pension Plan's numbers.

  • By total assets, Totalenergies Finance USA, Inc. Cash Balance Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
  • Totalenergies Finance USA, Inc.'s sponsor-wide assets have grown 12.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.