Sunoco, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sunoco, Inc. (EIN 23-1743282) is a plan sponsor located in Houston, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1743282
Location
Houston, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$213,883,790
Total reported liabilities (EOY)
$522,289
Total reported net assets (EOY)
$213,361,501

Contributions & income

Total income / additions
$5,361,899

Expenses & distributions

Benefits paid / distributions
$0
Total expenses
$0
Net increase / (decrease)
$5,361,899

Coverage

Total reported participants
406
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sunoco, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sunoco, Inc. Capital Preservation Fund103not reported in the loaded dataset$213,883,7902023
Sunoco, Inc. Optional Retirement Benefit Income Trust535406not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sunoco, Inc.
YearPlanParticipantsSchedulesFiling
2023Sunoco, Inc. Optional Retirement Benefit Income Trust40620240719142717NAL0006979153001
2023Sunoco, Inc. Capital Preservation Fundnot reported in the loaded datasetH, C20241014085417NAL0026856753001

Related Form 5500 pages