My Plan Facts

Employers › North Dakota

Employer · plans filed under one EIN

Plains AG, LLC

Dickinson, ND · Wholesale trade

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.

$60.7Mnet assets across plans
699participant records574 active
$1.1Memployer contributions, latest plan years$1,834 per active record
$22KSchedule C compensation to organisations$31.90 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Plains AG, LLC's employer identification number (Dickinson, North Dakota). Their latest filings total 699 participant records and $60.7M in net assets.

The largest is Plains AG Retirement Plan, a 401(k) plan with 367 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 $1.1M and participant contributions $1.9M in the latest plan years; benefits paid were $2.5M. Schedule C compensation reported to service provider organisations totalled $22K.

Combined net assets moved from $6.8M in 2014 to $60.7M in 2024 (up 788%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Plains AG Retirement Plan401(k) plan2024367$24.5M$66,750$2,237$22K
Plains AG Employee Stock Ownership Planemployee stock ownership plan2024332$36.2M$109,082$1,421$0
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

2014: $6.8M2015: $7.4M2016: $9.0M2017: $10.8M2018: $11.5M2019: $15.7M2020: $19.1M2021: $21.4M2022: $26.2M2023: $54.6M2024: $60.7M$6.8M$60.7M2014201620202024
Combined net assets
2014: 2062015: 2422016: 2372017: 2102018: 2492019: 2882020: 3062021: 3072022: 6082023: 6602024: 6992066992014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242699$60.7M$1.1M$1.9M
20232660$54.6M$998K$1.7M
20222608$26.2M$4.5M$1.5M
20211307$21.4M$510K$1.4M
20201306$19.1M$514K$1.4M
20191288$15.7M$464K$1.2M
20181249$11.5M$340K$908K
20171210$10.8M$295K$772K
20161237$9.0M$285K$771K
20151242$7.4M$300K$767K
20141206$6.8M$268K$718K

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
Morningstar Investment MGMT LLC—1$16,427
Sentry Life Insurance CompanyParticipant loan processing1$5,868

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

Morningstar Investment MGMT LLC$16K
Sentry Life Insurance Company$5,868

Questions and answers

How many retirement plans does Plains AG, LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Plains AG Retirement Plan and Plains AG Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Plains AG, LLC contribute to its plans?

$1,052,485 in employer contributions across these plans in their latest plan years, about $1,834 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 Morningstar Investment MGMT LLC and Sentry Life Insurance Company. 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.