Refinery Terminal Fire 401(k) match, vesting and fees
What Refinery Terminal Fire's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Gf Valdez, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Refinery Terminal Fire: employer contribution per participant | $2,309 | |
| Peer median | $1,803 |
| Refinery Terminal Fire: average balance | $93,089 | |
| Peer median | $48,934 |
| Refinery Terminal Fire: admin expenses ÷ assets | 1.28% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.6M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 118 | $10.7M | $266K | $2,309 | 1.28% | Not published | Form 5500 ↗ |
| 2023 | 113 | $9.3M | $231K | $2,041 | 1.39% | Not published | Form 5500 ↗ |
| 2022 | 116 | $7.8M | $261K | $2,250 | 1.34% | Not published | Form 5500 ↗ |
| 2021 | 131 | $8.6M | $241K | $1,850 | 1.49% | Not published | Form 5500 ↗ |
Other Refinery Terminal Fire plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Refinery Terminal Fire Company Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | 2023 Schedule C ↗ |
| Independent auditor | Gf Valdez, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Refinery Terminal Fire match 401(k) contributions?
The match terms for the Refinery Terminal Fire Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $266K in employer contributions, about $2,309 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Refinery Terminal Fire 401(k) match vested?
The vesting schedule for the Refinery Terminal Fire Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Refinery Terminal Fire 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Refinery Terminal Fire Company.
I left Refinery Terminal Fire. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Refinery Terminal Fire Company, (361) 882-6253) or the recordkeeper, John Hancock Life Insurance Company. The Refinery Terminal Fire old 401(k) page lists the contacts from every plan filing. Find an old Refinery Terminal Fire 401(k)
Data from the public Form 5500 annual reports Refinery Terminal Fire filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Refinery Terminal Fire. Not financial advice. Report a correction · Methodology