Pacific States Petroleum 401(k) match, vesting and fees
What Pacific States Petroleum's 401(k) plan says about matching contributions
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.
| Recordkeeper | Merrill Lynch Pierce Fenner & Smith | Schedule C ↗ |
| Independent auditor | Bpm LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Pacific States Petroleum: employer contribution per participant | $2,518 | |
| Peer median | $1,988 |
| Pacific States Petroleum: average balance | $53,431 | |
| Peer median | $75,431 |
| Pacific States Petroleum: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.31% |
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 $6.7M at the end of plan year 2021 to $12.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 234 | $12.3M | $579K | $2,518 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 227 | $9.6M | $583K | $2,613 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 222 | $7.1M | $541K | $2,514 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 164 | $6.7M | $375K | $2,565 | 0.49% | Not published | Form 5500 ↗ |
Other Pacific States Petroleum plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pacific States Petroleum Employee Stock Ownership Plan
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 auditor | Bpm LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Pacific States Petroleum, Inc. Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Pacific States Petroleum match 401(k) contributions?
The match terms for the Pacific States Petroleum, Inc 401(k) Profit Sharing Plan & Tru have not been published from its filing yet. The plan year 2024 filing reports $579K in employer contributions, about $2,518 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pacific States Petroleum 401(k) match vested?
The vesting schedule for the Pacific States Petroleum, Inc 401(k) Profit Sharing Plan & Tru is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pacific States Petroleum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Pacific States Petroleum.
I left Pacific States Petroleum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pacific States Petroleum, (800) 679-1700) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Pacific States Petroleum old 401(k) page lists the contacts from every plan filing. Find an old Pacific States Petroleum 401(k)
Data from the public Form 5500 annual reports Pacific States Petroleum filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Pacific States Petroleum. Not financial advice. Report a correction · Methodology