401k Record

Employers › Citgo Petroleum

Citgo Petroleum 401(k)

Recordkeeping fees per participant · largest plan, Citgo Petroleum Corporation Employees' Retirement and Savings Plan · plan year 2024

$9.45

Higher than 13% of the 790 plans over $1B that report it.

Source

= $30,949 / 3,274
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014180102NAL0007084898001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014180102NAL0007084898001, received 2025-10-14

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Largest plan, all six figures: Citgo Petroleum Corporation Employees' Retirement and Savings Plan

Recordkeeping fees per participantheadline

$9.45

10th: $6.72median $34.2890th: $56.58

Higher than 13% of the 790 plans over $1B that report it.

Source

= $30,949 / 3,274
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014180102NAL0007084898001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014180102NAL0007084898001, received 2025-10-14

Administrative expenses excluding investment management, per participant

$9.45

10th: $9.43median $44.4790th: $97.55

Higher than 10% of the 1,045 plans over $1B that report it.

Source

= $30,949 / 3,274
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014180102NAL0007084898001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014180102NAL0007084898001, received 2025-10-14

Administrative expenses per participant

$51.09

10th: $24.33median $70.0390th: $174.36

Higher than 31% of the 1,076 plans over $1B that report it.

Source

= $167,276 / 3,274
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014180102NAL0007084898001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014180102NAL0007084898001, received 2025-10-14

Administrative expenses as a share of assets

0.016%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 13% of the 1,076 plans over $1B that report it.

Source

= $167,276 / $1,030,075,948
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014180102NAL0007084898001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014180102NAL0007084898001, received 2025-10-14

Employer contributions per participant

$10,187

10th: $1,442median $3,74490th: $8,760

Higher than 94% of the 1,135 plans over $1B that report it.

Source

= $33,350,763 / 3,274
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014180102NAL0007084898001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014180102NAL0007084898001, received 2025-10-14

Employer share of total contributions

46.7%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 89% of the 1,135 plans over $1B that report it.

Source

= $33,350,763 / $71,480,532
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014180102NAL0007084898001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014180102NAL0007084898001, received 2025-10-14

99.1% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $218,537 ($117.84 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.

Plan terms, as stated in Citgo Petroleum Corporation's SEC filings

Plan terms are described in Citgo Petroleum Corporation's SEC filings: Form 10-K filed 2005-03-31. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Citgo Petroleum Corporation Employees' Retirement and Savings Plan$1,030,075,9483,274 $9.45 recordkeeping fees per participant2024
Employees' Thrift Plan of Citgo Petroleum Corporation$320,468,8822,051 $15.50 recordkeeping fees per participant2024

Alerts, claims and corrections

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Sponsor name as filed: CITGO PETROLEUM CORPORATION; SEC registrant: CITGO PETROLEUM CORP (CIK 1011746, matched by EIN).