Totalenergies Finance USA 401(k) and pension plans

Totalenergies Finance USA, Inc., Houston, TX. EIN 23-3060301. Annual reports 2009–2024. Also filed as Total Finance USA, Inc.; Total Finance USA, Inc; Totalenergies Finance USA, Inc.

Totalenergies Finance USA, Inc. has 4 active retirement plans on file. The largest is the Totalenergies Finance USA, Inc. Pension Plan, with 4,389 participants and $624 million in assets in 2024.

Active plans: 4
Participants: 9,871
Plan assets: $1.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Totalenergies Finance USA, Inc. Pension Plan

Pension (defined benefit)Active

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

Plan number: 002Employer EIN 23-3060301
Participants (2024): 4,389
Net assets (2024): $624 million
Last listed administrator: Legal & General2018
Plan administrator: Totalenergies Finance USA, Inc.
P.O. Box 4397
Houston, TX 77210
(713) 483-5305As filed for 2024
In effect since: August 1, 1934

Earlier sponsor: Total Finance USA, Inc. (2009–2020).

Earlier plan names: Total Finance USA, Inc. Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,389	$624 million	not listed
2023	4,610	$647 million	not listed
2022	4,810	$645 million	not listed
2021	5,073	$896 million	not listed
2020	5,355	$884 million	not listed
2019	5,609	$843 million	not listed
2018	5,825	$742 million	Legal & General
2017	8,860	$976 million	not listed
2016	9,513	$935 million	not listed
2015	1,008	$143 million	not listed
2014	1,039	$156 million	not listed
2013	1,047	$143 million	not listed
2012	1,058	$131 million	not listed
2011	1,074	$126 million	not listed
2010	1,085	$116 million	not listed
2009	1,098	$100 million	not listed

Totalenergies Finance USA, Inc. Employee Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 23-3060301
Participants (2024): 3,163
Net assets (2024): $788 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Totalenergies Finance USA, Inc
P.o.box 4397
Houston, TX 77210
(713) 647-3000As filed for 2024
In effect since: January 1, 1995

Plans merged into this one: Total Petrochemicals & Refining USA, Inc. Capital Accumulation Plan (2016); Total Finance USA, Inc. Retirement Plan (2015).

Earlier sponsor: Total Finance USA, Inc. (2009–2021).

Earlier plan names: Total Finance USA, Inc. Employee Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,163	$788 million	Fidelity
2023	3,097	$699 million	Fidelity
2022	3,046	$628 million	Fidelity
2021	3,013	$790 million	Fidelity
2020	3,016	$731 million	Fidelity
2019	3,082	$657 million	Fidelity
2018	3,010	$550 million	Fidelity
2017	2,827	$618 million	Fidelity
2016	2,921	$551 million	Fidelity
2015	413	$66.1 million	not listed
2014	440	$67.3 million	not listed
2013	434	$64.8 million	Fidelity
2012	427	$56.2 million	Fidelity
2011	434	$53.9 million	Fidelity
2010	432	$54.3 million	Fidelity
2009	458	$51.7 million	Fidelity

Totalenergies Finance USA, Inc. Cash Balance Pension Plan

Cash balance pensionActive

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

Plan number: 005Employer EIN 23-3060301
Participants (2024): 2,298
Net assets (2024): $122 million
Plan administrator: Totalenergies Petrochemicals & Refining USA, Inc.
Po Box 674411
Houston, TX 77267
(713) 483-5305As filed for 2024
In effect since: July 1, 2013

Earlier sponsor: Total Finance USA, Inc. (2013–2020).

Earlier plan names: Total Finance USA, Inc. Cash Balance Pension Plan.

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,298	$122 million	not listed
2023	2,180	$104 million	not listed
2022	2,169	$94.0 million	not listed
2021	1,846	$87.5 million	not listed
2020	1,842	$72.9 million	not listed
2019	1,782	$54.6 million	not listed
2018	1,673	$38.4 million	not listed
2017	1,585	$32.3 million	not listed
2016	1,420	$21.5 million	not listed
2015	1,197	$13.5 million	not listed
2014	1,105	$7.8 million	not listed
2013	733	$2.0 million	not listed

Totalenergies America Group Savings Plan a

Money purchase pensionActiveUnion (multiemployer)

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

Plan number: 001Employer EIN 23-3060301
Participants (2024): 21
Net assets (2024): $2.8 million
Plan administrator: Totalenergies Finance USA, Inc.
Po Box 4397
Houston, TX 77210
(713) 483-5305As filed for 2024
In effect since: January 1, 1985

Earlier sponsor: Total Finance USA, Inc. (2009–2020).

Earlier plan names: Total America Group Savings Plan a.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	21	$2.8 million	not listed
2023	22	$4.2 million	not listed
2022	13	$3.1 million	not listed
2021	14	$3.9 million	not listed
2020	14	$3.3 million	not listed
2019	17	$3.9 million	not listed
2018	18	$3.5 million	not listed
2017	19	$4.2 million	not listed
2016	21	$3.7 million	not listed
2015	23	$4.0 million	not listed
2014	24	$4.0 million	not listed
2013	27	$3.7 million	not listed
2012	28	$3.1 million	not listed
2011	30	$3.0 million	not listed
2010	32	$3.2 million	not listed
2009	39	$3.3 million	not listed

Total Finance USA, Inc. Retirement Plan

Profit-sharing planMerged

Merged. In 2015 its assets moved to the Total Finance USA, Inc. Employee Savings Plan, sponsored by Totalenergies Finance USA, Inc. (EIN 23-3060301, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 23-3060301
Participants (2014): 146
Net assets (2014): $3.5 million
Plan administrator: Total Finance USA, Inc
P.O. Box 4397
Houston, TX 77210
(713) 647-3000As filed for 2015
In effect since: January 1, 2007

Earlier plan names: Total Finance USA Inc. Retirement Plan.

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	146	$3.5 million	not listed
2013	159	$3.7 million	not listed
2012	158	$2.9 million	not listed
2011	123	$1.8 million	not listed
2010	97	$1.4 million	not listed
2009	88	$828,952	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Totalenergies Finance USA, Inc. Employee Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((713) 483-5305). 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.

All 5 plans

Totalenergies Finance USA, Inc. Pension Plan

Totalenergies Finance USA, Inc. Employee Savings Plan

Totalenergies Finance USA, Inc. Cash Balance Pension Plan

Totalenergies America Group Savings Plan a

Total Finance USA, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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