Totalenergies Finance Usa, Inc. Employee Savings Plan — Form 5500 plan (Totalenergies Finance Usa, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Totalenergies Finance Usa, Inc. Employee Savings Plan is a benefit plan reported by Totalenergies Finance Usa, Inc under EIN 23-3060301 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,046 participants and $699,474,909 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$699.5MPlan net assets, end of year$699,474,909
Participants3KCovered participants reported3,046
Assets / participant$229.6KComputed: assets ÷ participants$229,637 (computed)
Provider compensation$135K1 Schedule C provider row(s)$135,002
Plan sponsor
Totalenergies Finance Usa, Inc
EIN
23-3060301
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,046 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$699.5M total assets
Net assets$699.5MLiabilities$0
Money in vs. money out
Total income / additions$165.3M
Total expenses$93.7M
Benefits paid / distributions$93.4M
Contributions
Employer$20.1M
Participant$31.5M
Full reported line items

Net assets

Total assets (EOY)
$699,474,909
Total liabilities (EOY)
$0
Net assets (EOY)
$699,474,909
Net assets (BOY)
$627,929,110

Income & contributions

Employer contributions
$20,117,288
Participant contributions
$31,537,596
Total contributions
$56,335,176
Total income / additions
$165,264,181

Expenses & distributions

Benefits paid
$93,424,431
Administrative expenses
$135,002
Total expenses
$93,724,269
Net increase / (decrease)
$71,539,912
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $135K · Indirect $0

Related Form 5500 pages