Find an old Lima Refining 401(k)

Who to contact about an account in each of the 2 Lima Refining plans, from the filings. Free, no sign-up, no Social Security number.

Lima Refining Company and Superior Refining Company LLC 401(k) Plan

Lima Refining Company · Plan 002 · EIN 22-3948622 · Lima, OH

Active · plan year 2024 filing401(k)
Plan administratorLima Refining Company
1150 South Metcalf Street, Lima, OH 45804
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances82 separated participants still had money in the planForm 5500 ↗

Cenovus Non-Represented 401(k) Plan

Lima Refining Company · Plan 003 · EIN 22-3948622 · Lima, OH

Active · plan year 2024 filing401(k)
Plan administratorLima Refining Company
1150 South Metcalf Street, Lima, OH 45804
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances77 separated participants still had money in the planForm 5500 ↗

Lima Refining 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Lima Refining 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Lima Refining Company, (419) 226-2801. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Lima Refining 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (419) 226-2801.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Lima Refining and does not hold accounts. Not financial advice. Report a correction