Plan5500

Big West Oil Company Union 401(K) Plan — Form 5500 plan (Big West Oil Company, LLC)

Plain-English plan 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, Big West Oil Company Union 401(K) Plan is a benefit plan reported by Big West Oil Company, LLC under EIN 87-0616982 and plan number 006. The latest loaded filing year is 2023. The filing reports 121 participants and $16,754,453 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.8MPlan net assets, end of year$16,754,453
Participants121Covered participants reported
Assets / participant$138.5KComputed: assets ÷ participants$138,467 (computed)
Provider compensation$26.5K3 Schedule C provider row(s)$26,514
Plan sponsor
Big West Oil Company, LLC
EIN
87-0616982
Plan number
006
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    121 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities—
Money in vs. money out
Total income / additions$4.8M
Total expenses$906.9K
Benefits paid / distributions$880.4K
Contributions
Employer$1.3M
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$16,754,453
Net assets (EOY)
$16,754,453
Net assets (BOY)
$12,792,429

Income & contributions

Employer contributions
$1,344,940
Participant contributions
$1,211,062
Total contributions
$2,556,002
Total income / additions
$4,811,139

Expenses & distributions

Benefits paid
$880,426
Administrative expenses
$26,514
Total expenses
$906,940
Net increase / (decrease)
$3,904,199
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$20.2K
    RECORDKEEPER · Direct $20.2K · Indirect $0
  2. 2
    Resources Investment Advisors, Inc.$6.3K
    CONSULTANT · Direct $6.3K
  3. 3
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Big West Oil Company Union 401(K) Plan?
Big West Oil Company Union 401(K) Plan is reported as sponsored by Big West Oil Company, LLC (EIN 87-0616982, plan number 006) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Big West Oil Company Union 401(K) Plan?
The latest Form 5500 filing year loaded for Big West Oil Company Union 401(K) Plan is 2023.
How many participants does Big West Oil Company Union 401(K) Plan report?
Big West Oil Company Union 401(K) Plan reports 121 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Big West Oil Company Union 401(K) Plan?
Big West Oil Company Union 401(K) Plan reports $16,754,453 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages