401(k) · DOL Form 5500 · 2022
Sage Refined Products, Ltd 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $110,840
- Avg per participant Below avg balance/head
Official DOL plan name: Sage Refined Products, Ltd. 401(k) Plan · Sponsored by Sage Refined Products, Ltd · Texas · Finance & Insurance
$7M in assets, 66 participants
Sage Refined Products, Ltd's Sage Refined Products, Ltd. 401(k) Plan reported $7M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,881 in Finance & Insurance (9,261 peers)
Sage Refined Products, Ltd multi-year trail
Sage Refined Products, Ltd's plans moved -100.0% in assets from 2022 to 2024; this filing shows Sage Refined Products, Ltd. 401(k) Plan at $7M / 66 participants.
- #3,881
- in Finance & Insurance (9,261 peers)
- -26.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sage Refined Products, Ltd. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Sage Refined Products, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,315,469 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sage Refined Products, Ltd. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage Refined Products, Ltd. 401(k) Plan is a small filing (66 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 542158500 · Sage Refined Products, Ltd PY 2022 · 401(k)
Sage Refined Products, Ltd. 401(k) Plan · $7M · 66 · 58th
- EOY $7M
- 5500 66
- ASSETS 58th
- PCT 401(k)
- EIN near Holloway America 401(k) Plan
- RANK ind #3881
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Sage Refined Products, Ltd. 401(k) Plan in the asset neighbourhood
Sage Refined Products, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Sage Refined Products, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $1K 99.9801789878407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $7M |
| 2023 | 1 | 61 | $9M |
| 2024 | 1 | 60 | $1K |
Sage Refined Products, Ltd filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3M |
| Employer EIN | 542158500 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Sage Refined Products, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Holloway America 401(k) Plan in MO ($7M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.