401(k) · DOL Form 5500 · 2023

POLYWOOD 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,079
Participants Near avg headcount
72nd
Percentile by assets National rank
$18,005
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Polywood 401(k) Profit Sharing Plan · Sponsored by POLYWOOD · Indiana · Wholesale Trade

$19M in assets, 1,079 participants

POLYWOOD's Polywood 401(k) Profit Sharing Plan reported $19M in total assets and 1,079 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.

  • #4,340 in Wholesale Trade (6,309 peers)

POLYWOOD multi-year trail

POLYWOOD's plans moved +83.6% in assets from 2022 to 2024; this filing shows Polywood 401(k) Profit Sharing Plan at $19M / 1,079 participants.

#4,340
in Wholesale Trade (6,309 peers)
+42.6%
assets growth YoY

Polywood 401(k) Profit Sharing Plan's outsized position by total assets

Polywood 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,427,092 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

Polywood 401(k) Profit Sharing 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. Polywood 401(k) Profit Sharing Plan lands in the large band (1,079 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polywood 401(k) Profit Sharing Plan reported net income rose from $598K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Polywood 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Polywood 401(k) Profit Sharing Plan reported participants rose from 871 in the plan year 2022 filing to 1,079 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 474665663 · POLYWOOD PY 2023 · 401(k)

Polywood 401(k) Profit Sharing Plan · $19M · 1,079 · 72nd

  • SCH $19M
  • SCH 1,079
  • SCH 72nd
  • SCH 401(k)
  • SCH near Belmont Instrument LLC Retirement Plan
  • SCH ind #4340

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 Wholesale Trade retirement plans → · Plans in Indiana →

Polywood 401(k) Profit Sharing Plan in the asset neighbourhood

Polywood 401(k) Profit Sharing PlanPolywood 401(k) Profit Shari…$19MBelmont Instrument LLC Retirement PlanBelmont Instrument LLC Retir…$19MWtg Corporate Services, LLC and Affiliated Companies 401(k) PlanWtg Corporate Services, LLC …$19MBarton & Associates Inc 401(k) Profit Sharing Plan and TrustBarton & Associates Inc 401(…$19MBangor Publishing Company Savings/Security PlanBangor Publishing Company Sa…$19M
End-of-year total assets ($M) among Polywood 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

POLYWOOD multi-year asset trail

Sponsor-wide plan assets over time

All POLYWOOD plans reported in each filing year

Latest sponsor-wide plan assets
$25M 83.59777208252407% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.6M $25M ▲ +83.6%
Year Plans Participants Total Assets
2022 1 871 $14M
2023 1 1,079 $19M
2024 1 1,119 $25M

POLYWOOD filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN474665663
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Polywood 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Polywood 401(k) Profit Sharing Plan, Total assets ($B): 0.019427092 · Participants: 1079Polywood 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Polywood 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Polywood 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Belmont Instrument LLC Retirement Plan in MA ($19M); by covered participants it is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,079 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 Polywood 401(k) Profit Sharing Plan assets move in 2023?
Polywood 401(k) Profit Sharing Plan surged - up 42.6% during 2023, from $14M to $19M. Reported net income was $6M.
How have POLYWOOD plan assets changed over time?
Across 3 plan years on file (2022-2024), POLYWOOD's sponsor-wide assets grew 83.6%, from $14M to $25M.
Which 401(k) plans are similar in size to Polywood 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Belmont Instrument LLC Retirement Plan in MA ($19M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Polywood 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants, $231M in assets).