401(k) · DOL Form 5500 · 2023

Texas Refinery Corp. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
65
Participants Small participant base
57th
Percentile by assets National rank
$142,610
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Retirement Savings Plan · Sponsored by Texas Refinery Corp. · Texas · Manufacturing

$9M in assets, 65 participants

Texas Refinery Corp.'s 401(k) Retirement Savings Plan reported $9M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,996 in Manufacturing (18,722 peers)

What the 2023 filing shows

401(k) Retirement Savings Plan holds $9M for 65 participants - about $142,610 per participant, above the median plan by assets.

#7,996
in Manufacturing (18,722 peers)
+3.7%
assets growth YoY

401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,269,635 Top 43% higher than 57% 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

401(k) Retirement Savings 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. 401(k) Retirement Savings Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • 401(k) Retirement Savings Plan reported participants fell from 76 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • 401(k) Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750481530 · Texas Refinery Corp. PY 2023 · 401(k)

401(k) Retirement Savings Plan · $9M · 65 · 57th

  • BOY $9M
  • SCH 65
  • EBSA 57th
  • PART 401(k)
  • TYPE near Rubio's Restaurant, Inc. 401(k) Plan
  • NET ind #7996

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 Manufacturing retirement plans → · Plans in Texas →

401(k) Retirement Savings Plan in the asset neighbourhood

401(k) Retirement Savings Plan401(k) Retirement Savings Pl…$9MRubio's Restaurant, Inc. 401(k) PlanRubio's Restaurant, Inc. 401…$9MFranklin State Bank & Trust Co. 401(k) PlanFranklin State Bank & Trust …$9MAbundant Venture Partners 401(k) PlanAbundant Venture Partners 40…$9MAngstrom Graphics 401(k) Plan$9M
End-of-year total assets ($M) among 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$328K
Employer EIN750481530
Plan Effective Date1943-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Refinery Corp.)

Sponsor-wide plan assets over time

All Texas Refinery Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 6.303789852049597% vs 2022
2024 filing year
$8.8M$9M$9.2M$9.4M$9.6M 202220232024 $8.94M $9.51M ▲ +6.4%
Year Plans Participants Total Assets
2022 1 76 $9M
2023 1 65 $9M
2024 1 63 $10M

Nearby 401(k) Plans in Texas

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

401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 401(k) Retirement Savings Plan, Total assets ($B): 0.009269635 · Participants: 65401(k) Retirement Savings 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
401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rubio's Restaurant, Inc. 401(k) Plan in CA ($9M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 401(k) Retirement Savings Plan assets move in 2023?
401(k) Retirement Savings Plan edged up modestly - up 3.7% during 2023, from $9M to $9M. Reported net income was $328K.
How have Texas Refinery Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Texas Refinery Corp.'s sponsor-wide assets grew 6.3%, from $9M to $10M.
Which 401(k) plans are similar in size to 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Rubio's Restaurant, Inc. 401(k) Plan in CA ($9M, 3,319 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A in assets).