401(k) · DOL Form 5500 · 2022

Western States Envelope Company 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
481
Participants Below avg headcount
86th
Percentile by assets National rank
$86,325
Avg per participant Below avg balance/head
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Official DOL plan name: Western States Employee 401(k) Retirement Savings Plan · Sponsored by Western States Envelope Company · Wisconsin · Manufacturing

$42M in assets, 481 participants

Western States Envelope Company's Western States Employee 401(k) Retirement Savings Plan reported $42M in total assets and 481 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,507 in Manufacturing (20,602 peers)

Where Western States Employee 401(k) Retirement Savings Plan sits by assets

Western States Employee 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 481 participants (~$86,325/participant), down 23.8% in 2022.

#16,507
in Manufacturing (20,602 peers)
-23.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western States Employee 401(k) Retirement Savings Plan's outsized position by total assets

Western States Employee 401(k) Retirement Savings Plan vs every filed plan by assets

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

$41,522,520 Top 14% higher than 86% 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

Western States Employee 401(k) Retirement Savings 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. Western States Employee 401(k) Retirement Savings Plan sits mid-pack in the medium band (481 participants).

Published 5500 schedule card

Filing strip 390700440 · Western States Envelope Company PY 2022 · 401(k)

Western States Employee 401(k) Retirement Savings Plan · $42M · 481 · 86th

  • RANK $42M
  • PHOTO 481
  • IND 86th
  • EOY 401(k)
  • 5500 near Spencer Savings Bank Sla Savings Retirement Plan
  • ASSETS ind #16507

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 Manufacturing retirement plans → · Plans in Wisconsin →

Western States Employee 401(k) Retirement Savings Plan in the asset neighbourhood

Spencer Savings Bank Sla Savings Retirement PlanSpencer Savings Bank Sla Sav…$42MMiele, Inc. 401(k) Plan$42MWestern States Employee 401(k) Retirement Savings PlanWestern States Employee 401(…$42MChatsworth Products, Inc. Retirement Savings PlanChatsworth Products, Inc. Re…$42MRestorixhealth 401(k) Plan$42M
End-of-year total assets ($M) among Western States Employee 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$42M
Net Income-$13M
Employer EIN390700440
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western States Envelope Company)

Sponsor-wide plan assets over time

All Western States Envelope Company plans reported in each filing year

Latest sponsor-wide plan assets
$41M 1.3215238381485517% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $41.5M $41M ▼ -1.3%
Year Plans Participants Total Assets
2022 1 481 $42M
2023 1 451 $39M
2024 1 459 $41M

Nearby 401(k) Plans in Wisconsin

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

Western States Employee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Western States Employee 401(k) Retirement Savings Plan, Total assets ($B): 0.04152252 · Participants: 481Western States Employee 401(k) Retirement Savings 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
Western States Employee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Western States Employee 401(k) Retirement Savings Plan side-by-side with 3 peers →

Western States Employee 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Spencer Savings Bank Sla Savings Retirement Plan in NJ ($42M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Western States Employee 401(k) Retirement Savings Plan assets move in 2022? ▼
Western States Employee 401(k) Retirement Savings Plan declined sharply - down 23.8% during 2022, from $55M to $42M. Reported net income was -$13M.
How have Western States Envelope Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western States Envelope Company's sponsor-wide assets declined 1.3%, from $42M to $41M.
Where does Western States Employee 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Western States Employee 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western States Employee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spencer Savings Bank Sla Savings Retirement Plan in NJ ($42M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Western States Employee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (481 participants, $85M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390700440.

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.