Sunoco 401(k) and pension plans

Sunoco, Inc., Houston, TX. EIN 23-1743282. Annual reports 2009–2024. Also filed as Sunoco, Inc. and the Marketing Subsidiaries of Sunoco, Inc R and M.

Sunoco, Inc. has one active retirement plan on file, the Sunoco, Inc. Retirement Plan.

Active plans: 1
Participants: 0
Plan assets: $544,854
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Sunoco, Inc. Retirement Plan

Cash balance pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-1743282
Participants (2024): 0
Net assets (2024): $544,854
Last listed administrator: Adecco Employment ServicesEarlier: State Street (2011)
Plan administrator: SVP HR Administration
1300 Main Street
Houston, TX 77002
(713) 989-7761As filed for 2024
In effect since: December 29, 1965

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$544,854	not listed
2023	0	$484,820	not listed
2022	0	$512,842	not listed
2021	0	$481,712	not listed
2020	0	$649,707	not listed
2019	0	$599,095	not listed
2018	0	$838,307	not listed
2017	0	$837,087	not listed
2016	0	$1.7 million	Adecco Employment Services
2015	4,921	$7.7 million	not listed
2014	n/a	$581 million	not listed
2013	n/a	$583 million	not listed
2012	n/a	$734 million	not listed
2011	n/a	$807 million	State Street
2010	n/a	$961 million	not listed
2009	n/a	$982 million	not listed

Sunoco, Inc. Capital Accumulation Plan

401(k) with ESOPMerged

Merged. In 2013 its assets moved to the Energy Transfer Partners GP, L.P., sponsored by Energy Transfer LP (EIN 59-3630327, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 23-1743282
Participants (2012): 5,991
Net assets (2012): $938 million
Recordkeeper: PrincipalEarlier: Vanguard (2009–2012)
Plan administrator: Plan administrator
1735 Market Street
Philadelphia, PA 19103
(215) 977-6300As filed for 2013
In effect since: March 1, 1983

Plans merged into this one: Montour Oil Service Company Profit Sharing Retirement Plan (2010); Marketing Subsidiaries Capital Accumulation Plan (2009); Aristech Savings Program 401K Plan for United Steel Workers of America Uswa Neville Island (2009).

Year by year, 2009 to 2013

Plan year	Participants	Net assets	Recordkeeper
2013	0	$0	Principal
2012	5,991	$938 million	Vanguard
2011	6,938	$1.0 billion	Vanguard
2010	7,446	$1.1 billion	Vanguard
2009	7,992	$999 million	Vanguard

Montour Oil Service Company Profit Sharing Retirement Plan

Profit-sharing planMerged

Merged. In 2010 its assets moved to the Sunoco, Inc. Capital Accumulation Plan, sponsored by Sunoco, Inc. (EIN 23-1743282, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 013Employer EIN 23-1743282
Participants (2009): 277
Net assets (2009): $8.4 million
Plan administrator: Plan administrator
1735 Market Street, Suite LL
Philadelphia, PA 19103
(215) 977-6807As filed for 2010
In effect since: December 1, 1963

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	277	$8.4 million	not listed

Marketing Subsidiaries Capital Accumulation Plan

401(k)Merged

Merged. In 2009 its assets moved to the Sunoco, Inc. Capital Accumlation Plan, sponsored by Sunoco, Inc. (EIN 23-1743282, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 014Employer EIN 23-1743282
Recordkeeper: Vanguard2009
Plan administrator: Plan administrator
1735 Market ST. Suite LL
Philadelphia, PA 19103
(215) 977-6300As filed for 2009
In effect since: January 1, 1991

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((713) 989-7761). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.