DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Wyoming Refining Company Pension Plan

Corporate pensionHouston, TX
Assets
$21.8M
Total assets, Dec 31, 2024 reported
Funded
97.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
11
none on the tape
Plan sponsor: PAR Petroleum LLC
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Pooled separate accounts 35.3%
  • Registered investment companies 64.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
11 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$2,350 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Lgcp S&p 500 Index Sa-Zseparate accountPrincipalPooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Smcap S&p 600 Index Sa-Zseparate accountPrincipalPooled vehicles$469,566 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prin Midcap S&p 400 Idx Sa-Zseparate accountPrincipalPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$21.8M Dec 31, 2024 reported Form 5500
$22.5M (2023-12) · $21.9M (2022-12)
Plan assets
$22.5M Jan 1, 2024 reported Form 5500
$21.9M (2023-01) · $28.1M (2022-01)
Net assets
$21.8M Dec 31, 2024 reported Form 5500
$22.5M (2023-12) · $21.9M (2022-12)
Funded ratio
97.3% Jan 1, 2024 reported Form 5500
99.2% (2023-01) · 111.2% (2022-01)
Funding target
$24.8M Jan 1, 2024 reported Form 5500
$24.3M (2023-01) · $23.6M (2022-01)
Discount rate
5.17% Jan 1, 2024 reported Form 5500
5.31% (2023-01) · 5.49% (2022-01)
Participants
230 Jan 1, 2024 reported Form 5500
232 (2023-01) · 236 (2022-01)
Contributions
$352,452 Dec 31, 2024 reported Form 5500
$301,066 (2023-12) · $0 (2022-12)
Benefits paid
$1.3M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.4M (2022-12)
Net investment income
$-713,345 Dec 31, 2024 reported Form 5500
$579,790 (2023-12) · $-6.1M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024230$22.5M$24.8M97.3%$21.8Mn/an/an/a
2023 to Dec 31, 2023232$21.9M$24.3M99.2%$22.5Mn/an/an/a
2022 to Dec 31, 2022236$28.1M$23.6M111.2%$21.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $87,354 PY2024
  • Creative Planning, Inc. codes 27 99 PY2024
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $5.3M PY2024
  • Principal U.S. Property Sa-Z Sched. D P $1.0M PY2024
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $2,350 PY2024
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.3M PY2024
  • Principal Financial Group codes 11 PY2024
  • Principal Life Insurance Company codes 13 50 64 $94,540 PY2023
  • Creative Planning, Inc. codes 27 99 PY2023
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.0M PY2023
  • Principal U.S. Property Sa-Z Sched. D P $3.5M PY2023
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P PY2023
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $1.2M PY2023
  • Principal Financial Group codes 11 PY2023
  • Principal Life Insurance Company codes 13 50 64 $82,834 PY2022
  • Creative Planning, Inc. codes 27 99 PY2022
  • Lockton Investment Securities, LLC codes 49 55 99 PY2022
  • Prin Midcap S&p 400 Idx Sa-Z Sched. D P $2.0M PY2022
  • Principal U.S. Property Sa-Z Sched. D P $3.9M PY2022
  • Prin Lgcp S&p 500 Index Sa-Z Sched. D P $3.4M PY2022
  • Prin Smcap S&p 600 Index Sa-Z Sched. D P $469,566 PY2022
  • Prudential Core Plus Bond 12 Sched. D C PY2022
  • Principal Financial Group codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    Wyoming Refining Company Pension Plan funded ratio 111.2% -> 99.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Wyoming Refining Company Pension Plan plan assets $28M -> $22M (-21.9%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 462908645-333
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.