Back to filter
Original filing (PDF)20251015105843NAL0008854626001
DEER PARK REFINING, LP
Form 5500
FILING_RECEIVED
DEER PARK REFINING, LP RETIREMENT BENEFITS PLAN
401(k) retirement plan
Active participants
1,002
Accounts w/ balance
1,108
Plan assets (EOY)
$118.2M
Net assets (EOY)
$118.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEER PARK REFINING, LP.
Plan sponsor
Name
DEER PARK REFINING, LP
EIN
76-0391427
Address
5900 HIGHWAY 225 · DEER PARK, TX · 77536
Phone
(713) 246-7280
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $50K | — |
Investments
26 direct securities · 1 pooled fund· $114.3M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$112.0M
26 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund - | — | — | — | $17.3M | 14.6% | |
| Blackrock Lifepath Index 2035 Class K Mutual fund - | — | — | — | $14.0M | 11.9% | |
| TIAA-CREF Large-Cap Value Index Fund Ins Mutual fund - | — | — | — | $11.7M | 9.9% | |
| Blackrock Lifepath Index 2045 Class K Mutual fund - | — | — | — | $10.8M | 9.1% | |
| Blackrock Lifepath Index 2040 Class K Mutual fund - | — | — | — | $9.3M | 7.9% | |
| Blackrock Lifepath Index 2030 Class K Mutual fund - | — | — | — | $8.5M | 7.2% | |
| Blackrock Lifepath Index 2050 Class K Mutual fund - | — | — | — | $8.2M | 6.9% | |
| Blackrock Lifepath Index Retirement Mutual fund - | — | — | — | $6.4M | 5.4% | |
| Blackrock Lifepath Index 2055 Class K Mutual fund - | — | — | — | $5.5M | 4.7% | |
| Fidelity Mid Cap Index Mutual fund - | — | — | — | $3.2M | 2.7% | |
| FEDERATED HERMES CAPITAL PRESERV FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| Blackrock Lifepath Index 2060 Class K Mutual fund - | — | — | — | $2.3M | 1.9% | |
| Ishares MSCI EAFE International Index Mutual fund - | — | — | — | $2.1M | 1.8% | |
| Neuberger Berman Large Cap Value Clr6 Mutual fund - | — | — | — | $1.9M | 1.6% | |
| Fidelity Small Cap Index Mutual fund - | — | — | — | $1.8M | 1.5% | |
| Blackrock Lifepath Index 2065 Class K Mutual fund - | — | — | — | $1.5M | 1.3% | |
| TIAA-CREF Large-Cap Gr Idx Instl Mutual fund - | — | — | — | $1.5M | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund - | — | — | — | $924K | 0.8% | |
| Fidelity U.S. Bond Index Mutual fund - | — | — | — | $801K | 0.7% | |
| Cohen & Steers Real Estate Securities Mutual fund - | — | — | — | $793K | 0.7% | |
| Vanguard Small Cap Value Index Admiral Mutual fund - | — | — | — | $791K | 0.7% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund - | — | — | — | $761K | 0.6% | |
| PGIM High-Yield - R6 Mutual fund - | — | — | — | $527K | 0.4% | |
| Invesco Discovery Fund Mutual fund - | — | — | — | $457K | 0.4% | |
| American Funds Bond Fund Of Amer R6 Mutual fund - | — | — | — | $456K | 0.4% | |
| Allspring Special Mid Cap Value Mutual fund - | — | — | — | $320K | 0.3% | |
| Blackrock Inflation Protected Bond Fund Mutual fund - | — | — | — | $147K | 0.1% |
Related plans
Other plans using NEWPORT GROUP, INC.
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
BMO FINANCIAL CORP.
BMO 401(K) SAVINGS PLAN
$5.0B · 19,696 participants
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
ARAMARK RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
ARAMARK RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
$1.3B · 20,665 participants
Similar-size Manufacturing plans
CVR SERVICES, LLC
CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES
$115.3M · 620 participants
TOTALENERGIES FINANCE USA, INC.
TOTALENERGIES FINANCE USA, INC. CASH BALANCE PENSION PLAN
$122.0M · 1,628 participants
FORUM ENERGY TECHNOLOGIES, INC.
FORUM ENERGY TECHNOLOGIES, INC. 401(K) PLAN
$123.3M · 1,076 participants
HOUSTON REFINING LP
HOUSTON REFINING LP 401(K) AND SAVINGS PLAN FOR REPRESENTED EMPLOYEES
$110.1M · 365 participants
PLACID REFINING COMPANY LLC
PLACID REFINING COMPANY PENSION PLAN
$107.0M · 214 participants
EXXON MOBIL CORPORATION
EXXONMOBIL RETIREE MEDICAL PLAN
$102.9M
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants