401(k) · DOL Form 5500 · 2024

Refined Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
351
Participants Below avg headcount
82nd
Percentile by assets National rank
$120,057
Avg per participant Near avg balance/head
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Official DOL plan name: Refined Technologies 401(k) Plan · Sponsored by Refined Technologies, Inc. · Texas · Wholesale Trade

$42M in assets, 351 participants

Refined Technologies, Inc.'s Refined Technologies 401(k) Plan reported $42M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,011 in Wholesale Trade (6,080 peers)

Where Refined Technologies 401(k) Plan sits by assets

Refined Technologies 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 351 participants (~$120,057/participant), up 38.9% in 2024.

#5,011
in Wholesale Trade (6,080 peers)
+38.9%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$42,140,162 Top 18% higher than 82% of 123,620 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 2024

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

Plan-year 2024 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 (351 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Refined Technologies 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Refined Technologies 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Refined Technologies 401(k) Plan reported participants rose from 276 in the plan year 2023 filing to 351 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 481245119 · Refined Technologies, Inc. PY 2024 · 401(k)

Refined Technologies 401(k) Plan · $42M · 351 · 82nd

  • BOY $42M
  • SCH 351
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Hanna Steel Corporation Profit Sharing Plan
  • NET ind #5011

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

Esp Associates, Inc. 401(k) Profit Sharing PlanEsp Associates, Inc. 401(k) …$42MRefined Technologies 401(k) PlanRefined Technologies 401(k) …$42MHanna Steel Corporation Profit Sharing PlanHanna Steel Corporation Prof…$42MCowin Equipment Company, Inc 401(k) PlanCowin Equipment Company, Inc…$42MSasco & Affiliates Retirement PlanSasco & Affiliates Retiremen…$42M
End-of-year total assets ($M) among Refined Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$42M
Net Income$12M
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): 0.042140162 · Participants: 351Refined Technologies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Refined Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Refined Technologies 401(k) Plan side-by-side with 3 peers →

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 Hanna Steel Corporation Profit Sharing Plan in AL ($42M); by covered participants it is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Refined Technologies 401(k) Plan surged - up 38.9% during 2024, from $30M to $42M. Reported net income was $12M.
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 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Hanna Steel Corporation Profit Sharing Plan in AL ($42M, 482 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 Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 481245119.

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.