Plan Ledger DOL Form 5500 · updated monthly

Refinery Specialties Inc.401(k)

REFINERY SPECIALTIES INC. 401K PROFIT SHARING PLAN AND TRUST · HEMPSTEAD, TX · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Refinery Specialties Inc. reported $3,690 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,365 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,613th-largest of 5,688 plans among Texas employers on file, and 2,521st of 4,246 in wholesale trade. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,425,163
Participants with balances274
Active participants271
Employer contributions$911,957
Employee contributions$1,283,670
Employer contribution per active participant$3,365
Average account balance$48,997
Benefits paid to participants$1,680,173
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,690
Total administrative$3,690
The Refinery Specialties Inc. 401(k) match · 2022
Employer contribution per active participant$3,365
Median for plans this size$2,266

Refinery Specialties Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,690 · 0.03%
Same employer
Similar plansWholesale Trade · Texas
Tramontina USA, Inc. TX$14.2M · 0.41%
Reece Supply Company, Inc. TX$13.8M · 0.57%
Varidesk, LLC TX$13.3M · 0.62%
Steve Silver Company TX$13.3M · 0.48%
Ecmm Services, Inc. TX$12.7M · 0.17%
Ala, LLC TX$12.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760283111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.