401k Record

Employers › United Refining

United Refining 401(k)

Recordkeeping fees per participant · largest plan, United Refining Company Incentive Savings Plan for Salaried Employees · plan year 2024

$5.39

Higher than 5% of the 5,847 plans $50 to 250M that report it.

Source

= $2,841 / 527
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015063851NAL0001943603001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015063851NAL0001943603001, received 2025-10-15

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-15.

Largest plan, all six figures: United Refining Company Incentive Savings Plan for Salaried Employees

Recordkeeping fees per participantheadline

$5.39

10th: $10.22median $69.9190th: $151.08

Higher than 5% of the 5,847 plans $50 to 250M that report it.

Source

= $2,841 / 527
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015063851NAL0001943603001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015063851NAL0001943603001, received 2025-10-15

Administrative expenses excluding investment management, per participant

$37.27

10th: $16.21median $93.2090th: $246.84

Higher than 19% of the 8,758 plans $50 to 250M that report it.

Source

= $19,641 / 527
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015063851NAL0001943603001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015063851NAL0001943603001, received 2025-10-15

Administrative expenses per participant

$112.16

10th: $29.39median $132.8490th: $350.58

Higher than 41% of the 9,042 plans $50 to 250M that report it.

Source

= $59,110 / 527
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015063851NAL0001943603001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015063851NAL0001943603001, received 2025-10-15

Administrative expenses as a share of assets

0.065%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 25% of the 9,049 plans $50 to 250M that report it.

Source

= $59,110 / $90,592,884
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015063851NAL0001943603001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015063851NAL0001943603001, received 2025-10-15

Employer contributions per participant

$3,850

10th: $965median $2,73890th: $8,164

Higher than 67% of the 9,105 plans $50 to 250M that report it.

Source

= $2,029,025 / 527
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015063851NAL0001943603001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015063851NAL0001943603001, received 2025-10-15

Employer share of total contributions

16.4%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 11% of the 9,112 plans $50 to 250M that report it.

Source

= $2,029,025 / $12,378,967
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015063851NAL0001943603001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015063851NAL0001943603001, received 2025-10-15

Plan terms, as stated in United Refining Company's SEC filings

Plan terms are described in United Refining Company's SEC filings: Form 10-K filed 2016-11-29. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
United Refining Company Incentive Savings Plan for Salaried Employees$90,592,884527 $5.39 recordkeeping fees per participant2024
United Refining Company Incentive Savings Plan for Hourly Employees$43,212,439304 $4.88 recordkeeping fees per participant2024

Alerts, claims and corrections

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Sponsor name as filed: UNITED REFINING COMPANY; SEC registrant: UNITED REFINING CO (CIK 101462, matched by EIN).