Original filing (PDF)20251014130103NAL0006050066001

SUNOCO, INC. R & M

Name: SUNOCO, INC. R & M — PUERTO RICO SUN OIL COMPANY RETIREMENT PLAN, Form 5500 (2024)
Creator: SUNOCO, INC. R & M

Form 5500-SF

FILING_RECEIVED

PUERTO RICO SUN OIL COMPANY RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$74K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNOCO, INC. R & M.

Plan sponsor

Name

SUNOCO, INC. R & M

EIN

23-1743283

Address

1300 MAIN STREET · HOUSTON, TX · 770026803

Phone

(713) 989-7761

Industry

Manufacturingsee all

Plan administrator

Name

SVP HR ADMINISTRATION

EIN

22-3167112

City

HOUSTON, TX

Phone

(713) 989-7761

Plan characteristics

Plan number

021

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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