Retirement plan

LYONDELLBASELL SAVINGS PLAN

Name: LYONDELL CHEMICAL COMPANY - LYONDELLBASELL SAVINGS PLAN (2025) Form 5500
Creator: LYONDELL CHEMICAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LYONDELLBASELL SAVINGS PLAN, LYONDELL CHEMICAL COMPANY

LYONDELL CHEMICAL COMPANYEIN 95-4160558Plan #007PY 2025

2800 POST OAK BLVD, SUITE 5100 - HOUSTON, TX 77056713-309-7200LinkedIn201-500 employeesfacilities services

Prospect flagsHigh assets / participantFailed to transmit contributionsFailed to provide benefitCorrective distributions

Top hat statement on fileNQDC

Filed June 1, 2012 (most recent of 5 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$2958.1M

+10.7% from 2024

Total participants

10,040

-3.4% from 2024

Average account balance

$299,400

+12.5% from 2024

Annual return

16.67%

+0.20 pp from 2024

Benchmarks

See 360 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort360 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.96B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$299K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

9,880

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$116

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$702,857
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$257,483
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166	Consulting	$162,839
CROWE LLP1 year Service code 10 · EIN 35-0921680	Accounting	$53,000
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIS TOWER WATSON Service code 16 · EIN 53-0181291	Consulting	$41,203

Plan features & details

Pension benefit codes2T2E2F2J2K2S2H3H2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$160 / participant

Recordkeeping$188K16.4%
Investment mgmt$703K61.2%
Other / not subdivided$257K22.4%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: $53,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$299,400

$117,739+154.3%

$116,228+157.6%

$117,739+154.3%

Participation rate

97.8%

76.6%+21.1pp

74.6%+23.2pp

76.6%+21.1pp

Annual return

16.67%

17.29%-0.6pp

90.06%-73.4pp

17.29%-0.6pp

Employer contribution / active EE

$8,193

$3,746+118.7%

$2,994+173.6%

$3,746+118.7%

Participant deferral / active EE

$15,623

$6,128+154.9%

$4,953+215.4%

$6,128+154.9%

Admin fee / account holder

$116

$112+3.9%

$11,989-99.0%

$112+3.9%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$702,857

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$257,483

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES INC.

Service code 16 · EIN 13-2638166

Consulting

$162,839

CROWE LLP1 year

Service code 10 · EIN 35-0921680

Accounting

$53,000

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIS TOWER WATSON

Service code 16 · EIN 53-0181291

Consulting

$41,203

LYONDELLBASELL SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LYONDELLBASELL SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion