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Employer · plans filed under one EIN

Par Petroleum LLC

Houston, TX · Utilities

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$291Mnet assets across plans
2,478participant records1,923 active
$14.4Memployer contributions, latest plan years$7,506 per active record
$570KSchedule C compensation to organisations$229.90 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Par Petroleum LLC's employer identification number (Houston, Texas). Their latest filings total 2,478 participant records and $291M in net assets.

The largest is Par Petroleum LLC Savings Plan, a 401(k) plan with 2,037 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $14.4M and participant contributions $16.8M in the latest plan years; benefits paid were $19.5M. Schedule C compensation reported to service provider organisations totalled $570K.

Combined net assets moved from $21.6M in 2018 to $291M in 2024 (up 1252%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Par Petroleum LLC Savings Plan401(k) plan20242,037$248M$121,706$7,938$408K
Wyoming Refining Company Pension Plandefined benefit pension plan2024227$21.8M$96,065$4,051$120K
The Retirement Plan for Union Employees of U.S. Oil & Refining Co.defined benefit pension plan2024214$21.6M$101,083$0$42K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2018: $21.6M2019: $193M2020: $220M2021: $243M2022: $199M2023: $246M2024: $291M$21.6M$291M2018202020222024
Combined net assets
2018: 2332019: 1,9432020: 2,0972021: 1,9702022: 2,0372023: 2,5582024: 2,4782332,5582,4782018202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202432,478$291M$14.4M$16.8M
202332,558$246M$11.4M$12.9M
202232,037$199M$5.1M$9.1M
202131,970$243M$3.1M$8.8M
202032,097$220M$5.5M$9.5M
201931,943$193M$5.1M$7.1M
20181233$21.6M$1.3M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$368,127
Creative Planning, Inc.Investment advisory (plan)2$159,642
Lockton Investment Advisors, LLCInvestment advisory (plan)1$41,916
John Hancock Retirement Plan SrvcsRecordkeeping and information management; Participant loan processing1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$368K
Creative Planning, Inc.$160K
Lockton Investment Advisors, LLC$42K
John Hancock Retirement Plan Srvcs$0

Questions and answers

How many retirement plans does Par Petroleum LLC have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Par Petroleum LLC Savings Plan, Wyoming Refining Company Pension Plan and The Retirement Plan for Union Employees of U.S. Oil & Refining Co.. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Par Petroleum LLC contribute to its plans?

$14,433,877 in employer contributions across these plans in their latest plan years, about $7,506 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Creative Planning, Inc., Lockton Investment Advisors, LLC and John Hancock Retirement Plan Srvcs. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.