PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PETROLEUM COORDINATORS, INC.
Sponsor portfolio

PETROLEUM COORDINATORS, INC.

EIN 72-1009245-oil & energy-Latest filing 2024
Plans
3
Retirement
3
$12.2M assets
Welfare
0
Participants
151
219 RUE FONTAINE - LAFAYETTE, LA 70508800-268-0231petroinc.netLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$11.7M - 118 part#002CashBalance-$485K - 32 part#003ProfitSharing-$7K - 1 part

Retirement portfolio analytics

3 plans aggregated / $12.2M assets / 151 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • RETIREMENT SAVING PLAN (#001)96%
  • CASH BALANCE PENSION (#002)4%
  • INC. RETIREMENT PLAN (#003)0%
Total $12.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT SAVING PLAN (#001)118
  • CASH BALANCE PENSION (#002)32
  • INC. RETIREMENT PLAN (#003)1
Total 151Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETROLEUM COORDINATORS, INC. EMPLOYEE RETIREMENT SAVING PLAN

401k

Assets$11.7M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETROLEUM COORDINATORS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$485K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PETROLEUM COORDINATORS, INC. RETIREMENT PLAN

ProfitSharing

Assets$7K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001PETROLEUM COORDINATORS, INC. EMPLOYEE RETIREMENT SAVING PLAN401k$11.7M1182024
002PETROLEUM COORDINATORS, INC. CASH BALANCE PENSION PLANCashBalance$485K322024
003PETROLEUM COORDINATORS, INC. RETIREMENT PLANProfitSharing$7K12024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica