401(k) · DOL Form 5500 · 2023

Refined Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
276
Participants Below avg headcount
79th
Percentile by assets National rank
$109,919
Avg per participant Below avg balance/head
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Official DOL plan name: Refined Technologies 401(k) Plan · Sponsored by Refined Technologies, Inc. · Texas · Wholesale Trade

$30M in assets, 276 participants

Refined Technologies, Inc.'s Refined Technologies 401(k) Plan reported $30M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,964 in Wholesale Trade (6,309 peers)

Coverage in Texas

Refined Technologies 401(k) Plan covers 276 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#4,964
in Wholesale Trade (6,309 peers)
+32.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Refined Technologies 401(k) Plan's outsized position by total assets

Refined Technologies 401(k) Plan vs every filed plan by assets

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

$30,337,701 Top 21% higher than 79% 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

Refined Technologies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Refined Technologies 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Refined Technologies 401(k) Plan reported net income rose from $3K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Refined Technologies 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Refined Technologies 401(k) Plan reported participants rose from 212 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 481245119 · Refined Technologies, Inc. PY 2023 · 401(k)

Refined Technologies 401(k) Plan · $30M · 276 · 79th

  • BOOK $30M
  • VS-ST 276
  • BOY 79th
  • SCH 401(k)
  • EBSA near Dynamic Manufacturing, Inc. 401(k) Savings Plan
  • PART ind #4964

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 Texas →

Refined Technologies 401(k) Plan in the asset neighbourhood

Refined Technologies 401(k) PlanRefined Technologies 401(k) …$30MDynamic Manufacturing, Inc. 401(k) Savings PlanDynamic Manufacturing, Inc. …$30MDialysis Employees' Profit Sharing 401(k) Salary Reduction Plan and TrustDialysis Employees' Profit S…$30MWhitehall Industries Profit-Sharing and 401(k) PlanWhitehall Industries Profit-…$30MAc Martin, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Refined Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN481245119
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Refined Technologies, Inc.)

Sponsor-wide plan assets over time

All Refined Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 84.23407448134417% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $22.9M $42.1M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 212 $23M
2023 1 276 $30M
2024 1 351 $42M

Nearby 401(k) Plans in Texas

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

Refined Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Refined Technologies 401(k) Plan, Total assets ($B): 0.030337701 · Participants: 276Refined Technologies 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
Refined Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Dynamic Manufacturing, Inc. 401(k) Savings Plan in IL ($30M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Refined Technologies 401(k) Plan assets move in 2023?
Refined Technologies 401(k) Plan surged - up 32.6% during 2023, from $23M to $30M. Reported net income was $7M.
How have Refined Technologies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Refined Technologies, Inc.'s sponsor-wide assets grew 84.2%, from $23M to $42M.
Where does Refined Technologies 401(k) Plan rank by assets among Form 5500 filers?
Refined Technologies 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Refined Technologies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dynamic Manufacturing, Inc. 401(k) Savings Plan in IL ($30M, 1,039 participants).
Which 401(k) plans cover a similar participant headcount to Refined Technologies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M in assets).