Citgo Petroleum 401(k) match, vesting and fees

Plan year 2024 filingCitgo Petroleum Corporation Employees' Retirement and Savings Plan · Plan 003 · EIN 73-1173881Updated Oct 2026

What Citgo Petroleum's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $33.4M in employer contributions, about $10,187 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$314,623
Average account balance
3,341
Participants (end of year)
$1B
Plan assets (end of year)
0.02%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFiioc, Inc.Schedule C ↗
Independent auditorKPMG LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.

Citgo Petroleum: employer contribution per participant$10,187
Peer median$2,413
Citgo Petroleum: average balance$314,623
Peer median$86,434
Citgo Petroleum: admin expenses ÷ assets0.02%
Peer median0.12%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $925M at the end of plan year 2023 to $1B at the end of plan year 2024.

$925M2023$1B2024
End-of-year figures from each plan year's Form 5500 filing for the Citgo Petroleum plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20243,341$1B$33.4M$10,1870.02%Not publishedForm 5500 ↗
20233,305$925M$30.9M$9,5190.01%Not publishedForm 5500 ↗

Other Citgo Petroleum plans (3)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Employees' Thrift Plan of Citgo Petroleum Corporation

Plan 001 · EIN 73-1173881 · plan year 2024 filing
$156,250
Average account balance
2,139
Participants (end of year)
$320M
Plan assets (end of year)
0.03%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFiiocSchedule C ↗
Independent auditorKPMG LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

Citgo Petroleum Corporation Salaried Employees' Pension Plan

Plan 004 · EIN 73-1173881 · plan year 2024 filing
$138,721
Average account balance
5,758
Participants (end of year)
$799M
Plan assets (end of year)
0.58%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorKPMG LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies

Plan 002 · EIN 73-1173881 · plan year 2024 filing
$123,436
Average account balance
3,961
Participants (end of year)
$489M
Plan assets (end of year)
0.55%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorKPMG LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Citgo Petroleum match 401(k) contributions?

The match terms for the Citgo Petroleum Corporation Employees' Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $33.4M in employer contributions, about $10,187 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Citgo Petroleum 401(k) match vested?

The vesting schedule for the Citgo Petroleum Corporation Employees' Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Citgo Petroleum 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Fiioc, Inc.. The plan administrator is Benefit Plans Committee.

I left Citgo Petroleum. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Benefit Plans Committee, (832) 486-4000) or the recordkeeper, Fiioc, Inc.. The Citgo Petroleum old 401(k) page lists the contacts from every plan filing. Find an old Citgo Petroleum 401(k)

Data from the public Form 5500 annual reports Citgo Petroleum filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Citgo Petroleum. Not financial advice. Report a correction · Methodology