401(k) · DOL Form 5500 · 2022

Pugh Lubricants LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
522
Participants Below avg headcount
76th
Percentile by assets National rank
$35,843
Avg per participant Low balance/head
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Official DOL plan name: Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · Sponsored by Pugh Lubricants LLC · North Carolina · Wholesale Trade

$19M in assets, 522 participants

Pugh Lubricants LLC's Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported $19M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,015 in Wholesale Trade (6,843 peers)

Where Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits by assets

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 522 participants (~$35,843/participant), down 10.0% in 2022.

#5,015
in Wholesale Trade (6,843 peers)
-10.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan's outsized position by total assets

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,710,238 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits mid-pack in the medium band (522 participants).

EBSA filing schedule strip

Filing strip 814084872 · Pugh Lubricants LLC PY 2022 · 401(k)

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · $19M · 522 · 76th

  • EOY $19M
  • EOY 522
  • EOY 76th
  • EOY 401(k)
  • EOY near Careington 401(k) Plan
  • EOY ind #5015

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan in the asset neighbourhood

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) PlanCadence Petroleum Group Empl…$19MCareington 401(k) Plan$19MGolden Bank National Association 401(k) Retirement Savings PlanGolden Bank National Associa…$19MPremier Coop 401(k) Plan$19MSight & Sound Ministries, Inc. Retirement Savings PlanSight & Sound Ministries, In…$19M
End-of-year total assets ($M) among Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN814084872
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pugh Lubricants LLC)

Sponsor-wide plan assets over time

All Pugh Lubricants LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 82.15855939406008% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $18.7M $34.1M ▲ +82.1%
Year Plans Participants Total Assets
2022 1 522 $19M
2023 1 725 $27M
2024 1 758 $34M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan, Total assets ($B): 0.018710238 · Participants: 522Cadence Petroleum Group Employees' Supplemental Retirement 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan side-by-side with 3 peers →

Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Careington 401(k) Plan in TX ($19M); by covered participants it is Armstrong & Teasdale 401(k) Plan in MO (522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (522 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.

Frequently Asked Questions

How did Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan assets move in 2022? ▼
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $21M to $19M. Reported net income was -$4M.
How have Pugh Lubricants LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pugh Lubricants LLC's sponsor-wide assets grew 82.2%, from $19M to $34M.
Where does Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Careington 401(k) Plan in TX ($19M, 401 participants).
Which 401(k) plans cover a similar participant headcount to Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armstrong & Teasdale 401(k) Plan in MO (522 participants, $129M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814084872.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.