401(k) · DOL Form 5500 · 2023

Sage Refined Products, Ltd 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
61
Participants Small participant base
56th
Percentile by assets National rank
$143,020
Avg per participant Near avg balance/head
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Official DOL plan name: Sage Refined Products, Ltd. 401(k) Plan · Sponsored by Sage Refined Products, Ltd · Texas · Finance & Insurance

$9M in assets, 61 participants

Sage Refined Products, Ltd's Sage Refined Products, Ltd. 401(k) Plan reported $9M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,585 in Finance & Insurance (8,869 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 $9M / 61 participants.

#3,585
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY

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 2023 · DOL Form 5500

$8,724,222 Top 44% higher than 56% of 127,068 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 2023

Sage Refined Products, Ltd. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 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 (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Refined Products, Ltd. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sage Refined Products, Ltd. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sage Refined Products, Ltd. 401(k) Plan reported participants fell from 66 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 542158500 · Sage Refined Products, Ltd PY 2023 · 401(k)

Sage Refined Products, Ltd. 401(k) Plan · $9M · 61 · 56th

  • RANK $9M
  • RANK 61
  • RANK 56th
  • RANK 401(k)
  • RANK near Guy M. Turner, Inc. 401(k) Retirement Plan
  • RANK ind #3585

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

Nordic Semiconductor, Inc. 401(k) Retirement Savings PlanNordic Semiconductor, Inc. 4…$9MSage Refined Products, Ltd. 401(k) PlanSage Refined Products, Ltd. …$9MGuy M. Turner, Inc. 401(k) Retirement PlanGuy M. Turner, Inc. 401(k) R…$9MMetallics, Inc. 401(k) Retirement PlanMetallics, Inc. 401(k) Retir…$9MThe Investment Plan$9M
End-of-year total assets ($M) among Sage Refined Products, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0M$5M$10M 202220232024 $7.32M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 66 $7M
2023 1 61 $9M
2024 1 60 $1K

Sage Refined Products, Ltd filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN542158500
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sage Refined Products, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sage Refined Products, Ltd. 401(k) Plan, Total assets ($B): 0.008724222 · Participants: 61Sage Refined Products, Ltd. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sage Refined Products, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sage Refined Products, Ltd. 401(k) Plan side-by-side with 3 peers →

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 Guy M. Turner, Inc. 401(k) Retirement Plan in NC ($9M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sage Refined Products, Ltd. 401(k) Plan assets move in 2023? ▼
Sage Refined Products, Ltd. 401(k) Plan grew sharply - up 19.3% during 2023, from $7M to $9M. Reported net income was $1M.
How have Sage Refined Products, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Refined Products, Ltd's sponsor-wide assets declined 100.0%, from $7M to $1K.
Which 401(k) plans are similar in size to Sage Refined Products, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guy M. Turner, Inc. 401(k) Retirement Plan in NC ($9M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Sage Refined Products, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 542158500.

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.