401(k) · DOL Form 5500 · 2023
Novolex Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $348M
- Total assets Above avg plan size
- 6,264
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $55,507
- Avg per participant Low balance/head
Official DOL plan name: Novolex Holdings, LLC 401(k) Plan · Sponsored by Novolex Holdings, LLC · South Carolina · Manufacturing
$348M in assets, 6,264 participants
Novolex Holdings, LLC's Novolex Holdings, LLC 401(k) Plan reported $348M in total assets and 6,264 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,684 in Manufacturing (18,722 peers)
Coverage in South Carolina
Novolex Holdings, LLC 401(k) Plan covers 6,264 participants in South Carolina, 17x the typical South Carolina plan (state average ~369 per filing). Assets: $348M.
- #17,684
- in Manufacturing (18,722 peers)
- +15.8%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Novolex Holdings, LLC 401(k) Plan's outsized position by total assets
Novolex Holdings, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$347,698,081 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Novolex Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novolex Holdings, LLC 401(k) Plan lands in the large band (6,264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Novolex Holdings, LLC 401(k) Plan reported net income rose from -$63M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Novolex Holdings, LLC 401(k) Plan end-of-year assets rose from $300M in the plan year 2022 filing to $348M in the plan year 2023 filing.
- Novolex Holdings, LLC 401(k) Plan reported participants rose from 5,988 in the plan year 2022 filing to 6,264 in the plan year 2023 filing.
DOL schedule card
Filing strip 271455725 · Novolex Holdings, LLC PY 2023 · 401(k)
Novolex Holdings, LLC 401(k) Plan · $348M · 6,264 · 97th
- PHOTO $348M
- IND 6,264
- EOY 97th
- 5500 401(k)
- ASSETS near Ati Retirement Plan
- PCT ind #17684
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 South Carolina →
Novolex Holdings, LLC 401(k) Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $348M |
| Net Income | $47M |
| Employer EIN | 271455725 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novolex Holdings, LLC)
Sponsor-wide plan assets over time
All Novolex Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $423M 27.57300464914025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 7,370 | $332M |
| 2023 | 3 | 7,606 | $382M |
| 2024 | 3 | 7,674 | $423M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Scale composition for Novolex Holdings, LLC 401(k) Plan
Novolex Holdings, LLC 401(k) Plan reports $348M in end-of-year assets across 6,264 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $55,507 per participant (40% of the national average assets-per-participant) . Net income for plan year 2023 was $47M.
This plan identity (EIN 271455725, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $385M (+28.4%) while covered participants moved from 5,988 to 6,315 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,988 | $300M | Open filing |
| 2023 | 6,264 | $348M | This page |
| 2024 · index core | 6,315 | $385M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Novolex Holdings, LLC 401(k) Plan (401(k), $385M, 6,315 participants)
Novolex Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Ati Retirement Plan in TX ($348M); by covered participants it is Its USA Retirement Savings Plan in TX (6,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($348M here).
- Ati Retirement Plan (TX) $348M · 2,398
- Bayada Home Health Care 401(k) Plan (NJ) $348M · 40,647
- Snowflake Inc. 401(k) Plan (CA) $347M · 3,566
- Standard Chartered Bank Employees Capital Accumulation Plan (NJ) $347M · 1,103
Similar participant headcount
Nearest other-state filings by covered participants (6,264 participants); asset peers above are excluded.
- Its USA Retirement Savings Plan (TX) 6,265 · 1 off
- Conocophillips Savings Plan (TX) 6,260 · 4 off
- Seneca Foods Corporation Employees' Savings Plan (NY) 6,270 · 6 off
- Sas Retirement Plan (NC) 6,254 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.