Plan Snapshot
- Plan Sponsor: Valero Energy Corporation
- Sponsor EIN: 741828067
- Sponsor Address: P.O. BOX 696000, SAN ANTONIO, TX, 782696000
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 9,669
- Total Assets: $3.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9,669 | $3.9B | $0 | $0 |
| 2024 | 7,722 | $3.4B | $73.0M | $125.9M |
| 2023 | 8,053 | $3.1B | $70.0M | $122.6M |
| 2022 | 7,914 | $2.7B | $67.7M | $121.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $336,783,839 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |