401(k) · DOL Form 5500 · 2023
Pugh Lubricants LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 725
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $36,665
- Avg per participant Low balance/head
Official DOL plan name: Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · Sponsored by Pugh Lubricants LLC · North Carolina · Wholesale Trade
$27M in assets, 725 participants
Pugh Lubricants LLC's Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported $27M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #4,806 in Wholesale Trade (6,309 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, $27M for 725 participants (~$36,665/participant), up 42.1% in 2023.
- #4,806
- in Wholesale Trade (6,309 peers)
- +42.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$26,581,770 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cadence Petroleum Group Employees' Supplemental Retirement 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. Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan sits mid-pack in the medium band (725 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan reported participants rose from 522 in the plan year 2022 filing to 725 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 814084872 · Pugh Lubricants LLC PY 2023 · 401(k)
Cadence Petroleum Group Employees' Supplemental Retirement 401(k) Plan · $27M · 725 · 77th
- ASSETS $27M
- PCT 725
- EIN 77th
- RANK 401(k)
- PHOTO near Ford Development Corporation 401(k) Plan
- IND ind #4806
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 814084872 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING 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
| 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.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
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 Ford Development Corporation 401(k) Plan in OH ($27M); by covered participants it is Psi 401(k) Plan in IL (725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Ford Development Corporation 401(k) Plan (OH) $27M · 92
- Exfo USA 401(k) Plan (TX) $27M · 119
- The Employees Retirement and Section 401(k) Plan and Trust (MD) $27M · 138
- Shipley Energy 401(k) Retirement Plan (PA) $27M · 360
Similar participant headcount
Nearest other-state filings by covered participants (725 participants); asset peers above are excluded.
- Psi 401(k) Plan (IL) 725 · 0 off
- The White Family Companies, Inc. Retirement Savings Plan (OH) 725 · 0 off
- Trinity Partners, LLC 401(k) Profit Sharing Plan (MA) 725 · 0 off
- Workwave LLC 401(k) and Profit Sharing Plan (NJ) 725 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.