401(k) · DOL Form 5500 · 2023

Paper Transport Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
970
Participants Near avg headcount
72nd
Percentile by assets National rank
$19,425
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

$19M in assets, 970 participants

Paper Transport Holdings, LLC's Paper Transport 401(k) Plan reported $19M in total assets and 970 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,402 in Transportation & Warehousing (3,362 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 $19M / 970 participants.

#2,402
in Transportation & Warehousing (3,362 peers)
+17.4%
assets growth YoY

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 2023 · DOL Form 5500

$18,842,286 Top 28% higher than 72% 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

Paper Transport 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. Paper Transport 401(k) Plan sits mid-pack in the medium band (970 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paper Transport 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Paper Transport 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Paper Transport 401(k) Plan reported participants rose from 936 in the plan year 2022 filing to 970 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 871333853 · Paper Transport Holdings, LLC PY 2023 · 401(k)

Paper Transport 401(k) Plan · $19M · 970 · 72nd

  • PART $19M
  • TYPE 970
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #2402

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$19MWise Business Forms, Inc 401(k) Profit Sharing Plan & TrustWise Business Forms, Inc 401…$19MPepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit PlanPepsi-Cola Bottling Co. of D…$19MAnnin & Co 401(k) Retirement PlanAnnin & Co 401(k) Retirement…$19MDbr Engineering Consultants, Inc. 401(k) PlanDbr Engineering Consultants,…$19M
End-of-year total assets ($M) among Paper Transport 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
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. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Paper Transport 401(k) Plan, Total assets ($B): 0.018842286 · Participants: 970Paper Transport 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Paper Transport 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Paper Transport 401(k) Plan side-by-side with 3 peers →

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 Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust in GA ($19M); by covered participants it is The Boston Globe Media Partners, LLC Retirement Savings Plan in MA (970 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (970 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 Paper Transport 401(k) Plan assets move in 2023? ▼
Paper Transport 401(k) Plan grew sharply - up 17.4% during 2023, from $16M to $19M. Reported net income was $3M.
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 Wise Business Forms, Inc 401(k) Profit Sharing Plan & Trust in GA ($19M, 242 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 The Boston Globe Media Partners, LLC Retirement Savings Plan in MA (970 participants, $240M 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 871333853.

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.