401(k) · DOL Form 5500 · 2022

Paper Transport Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
936
Participants Near avg headcount
74th
Percentile by assets National rank
$17,144
Avg per participant Low balance/head
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Official DOL plan name: Paper Transport 401(k) Plan · Sponsored by Paper Transport Holdings, LLC · Wisconsin · Transportation & Warehousing

$16M in assets, 936 participants

Paper Transport Holdings, LLC's Paper Transport 401(k) Plan reported $16M in total assets and 936 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,896 in Transportation & Warehousing (3,876 peers)

Paper Transport Holdings, LLC multi-year trail

Paper Transport Holdings, LLC's plans moved +26.3% in assets from 2022 to 2024; this filing shows Paper Transport 401(k) Plan at $16M / 936 participants.

#2,896
in Transportation & Warehousing (3,876 peers)
-6.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paper Transport 401(k) Plan's outsized position by total assets

Paper Transport 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,046,776 Top 26% higher than 74% of 139,123 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 2022

Paper Transport 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paper Transport 401(k) Plan sits mid-pack in the medium band (936 participants).

DOL schedule card

Filing strip 871333853 · Paper Transport Holdings, LLC PY 2022 · 401(k)

Paper Transport 401(k) Plan · $16M · 936 · 74th

  • NET $16M
  • NET 936
  • NET 74th
  • NET 401(k)
  • NET near James Bell Associates, Inc. 401(k) and Profit Sharing Plan
  • NET ind #2896

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Paper Transport 401(k) Plan in the asset neighbourhood

Paper Transport 401(k) Plan$16MJames Bell Associates, Inc. 401(k) and Profit Sharing PlanJames Bell Associates, Inc. …$16MPfi Holding Company, LLC Retirement PlanPfi Holding Company, LLC Ret…$16MSun Belle, Inc. 401(k) Profit Sharing PlanSun Belle, Inc. 401(k) Profi…$16MKimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$16M
End-of-year total assets ($M) among Paper Transport 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Paper Transport Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Paper Transport Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 26.277496489014368% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20.3M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 936 $16M
2023 1 970 $19M
2024 1 940 $20M

Paper Transport Holdings, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$1M
Employer EIN871333853
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Paper Transport 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Paper Transport 401(k) Plan, Total assets ($B): 0.016046776 · Participants: 936Paper Transport 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Paper Transport 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is James Bell Associates, Inc. 401(k) and Profit Sharing Plan in VA ($16M); by covered participants it is Pedcor Companies 401(k) Plan in IN (936 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (936 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paper Transport 401(k) Plan assets move in 2022?
Paper Transport 401(k) Plan pulled back noticeably - down 6.9% during 2022, from $17M to $16M. Reported net income was -$1M.
How have Paper Transport Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Paper Transport Holdings, LLC's sponsor-wide assets grew 26.3%, from $16M to $20M.
Which 401(k) plans are similar in size to Paper Transport 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is James Bell Associates, Inc. 401(k) and Profit Sharing Plan in VA ($16M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Paper Transport 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pedcor Companies 401(k) Plan in IN (936 participants, $33M in assets).