401(k) · DOL Form 5500 · 2023

Aphena Pharma Solutions Holdings 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
478
Participants Below avg headcount
65th
Percentile by assets National rank
$28,960
Avg per participant Low balance/head
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Official DOL plan name: Aphena Pharma Solutions 401(k) Plan · Sponsored by Aphena Pharma Solutions Holdings · Tennessee · Manufacturing

$14M in assets, 478 participants

Aphena Pharma Solutions Holdings's Aphena Pharma Solutions 401(k) Plan reported $14M in total assets and 478 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,022 in Manufacturing (18,722 peers)

Coverage in Tennessee

Aphena Pharma Solutions 401(k) Plan covers 478 participants in Tennessee, about 42% of the average Tennessee filer (state average ~1,126 per filing). Assets: $14M.

#10,022
in Manufacturing (18,722 peers)
+3.6%
assets growth YoY

Aphena Pharma Solutions 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Aphena Pharma Solutions 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,843,031 Top 35% higher than 65% of 127,068 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 2023

Aphena Pharma Solutions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aphena Pharma Solutions 401(k) Plan sits mid-pack in the medium band (478 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aphena Pharma Solutions 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Aphena Pharma Solutions 401(k) Plan reported participants fell from 640 in the plan year 2022 filing to 478 in the plan year 2023 filing.
  • Aphena Pharma Solutions 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208781790 · Aphena Pharma Solutions Holdings PY 2023 · 401(k)

Aphena Pharma Solutions 401(k) Plan · $14M · 478 · 65th

  • IND $14M
  • EOY 478
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Boening Bros. 401(k) Plan
  • EIN ind #10022

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 Tennessee →

Aphena Pharma Solutions 401(k) Plan in the asset neighbourhood

Pocket Nurse 401(k) Profit Sharing PlanPocket Nurse 401(k) Profit S…$14MAphena Pharma Solutions 401(k) PlanAphena Pharma Solutions 401(…$14MBoening Bros. 401(k) Plan$14MSafe-Harbor 403(b) Thrift Plan for Employees of San Antonio Lighthouse for the BlindSafe-Harbor 403(b) Thrift Pl…$14MBreville USA, Inc. 401(k) Retirement PlanBreville USA, Inc. 401(k) Re…$14M
End-of-year total assets ($M) among Aphena Pharma Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$479K
Employer EIN208781790
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aphena Pharma Solutions Holdings)

Sponsor-wide plan assets over time

All Aphena Pharma Solutions Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$14M 5.263238235485587% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M 202220232024 $13.4M $14.1M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 640 $13M
2023 1 478 $14M
2024 1 500 $14M

Nearby 401(k) Plans in Tennessee

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

Aphena Pharma Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Aphena Pharma Solutions 401(k) Plan, Total assets ($B): 0.013843031 · Participants: 478Aphena Pharma Solutions 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Aphena Pharma Solutions 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Aphena Pharma Solutions 401(k) Plan side-by-side with 3 peers →

Aphena Pharma Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Boening Bros. 401(k) Plan in NY ($14M); by covered participants it is Chromalox, Inc. Employee Savings Investment Plan in PA (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aphena Pharma Solutions 401(k) Plan assets move in 2023? ▼
Aphena Pharma Solutions 401(k) Plan edged up modestly - up 3.6% during 2023, from $13M to $14M. Reported net income was $479K.
How have Aphena Pharma Solutions Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aphena Pharma Solutions Holdings's sponsor-wide assets grew 5.3%, from $13M to $14M.
Which 401(k) plans are similar in size to Aphena Pharma Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boening Bros. 401(k) Plan in NY ($14M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Aphena Pharma Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chromalox, Inc. Employee Savings Investment Plan in PA (478 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208781790.

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.