401(k) · DOL Form 5500 · 2023

Appvion, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
349
Participants Below avg headcount
89th
Percentile by assets National rank
$206,873
Avg per participant Above avg balance/head
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Official DOL plan name: Appvion, LLC Retirement Savings Plan · Sponsored by Appvion, LLC · Wisconsin · Manufacturing

$72M in assets, 349 participants

Appvion, LLC's Appvion, LLC Retirement Savings Plan reported $72M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,631 in Manufacturing (18,722 peers)

Where Appvion, LLC Retirement Savings Plan sits by assets

Appvion, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $72M for 349 participants (~$206,873/participant), up 9.2% in 2023.

#15,631
in Manufacturing (18,722 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Appvion, LLC Retirement Savings Plan's outsized position by total assets

Appvion, LLC Retirement Savings Plan vs every filed plan by assets

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

$72,198,818 Top 11% higher than 89% 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

Appvion, LLC Retirement Savings 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. Appvion, LLC Retirement Savings Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appvion, LLC Retirement Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Appvion, LLC Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Appvion, LLC Retirement Savings Plan reported participants fell from 366 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 873735970 · Appvion, LLC PY 2023 · 401(k)

Appvion, LLC Retirement Savings Plan · $72M · 349 · 89th

  • EOY $72M
  • 5500 349
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Sher Garner Cahill Richter Klein & Hilbert, LLC 401(k) Profit Sharing Plan
  • RANK ind #15631

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 →

Appvion, LLC Retirement Savings Plan in the asset neighbourhood

Udemy Inc. Retirement Savings PlanUdemy Inc. Retirement Saving…$72MAppvion, LLC Retirement Savings PlanAppvion, LLC Retirement Savi…$72MSher Garner Cahill Richter Klein & Hilbert, LLC 401(k) Profit Sharing PlanSher Garner Cahill Richter K…$72MNelson Worldwide, LLC 401(k) PlanNelson Worldwide, LLC 401(k)…$72MHartzell Propeller, Inc. 401(k) Profit Sharing PlanHartzell Propeller, Inc. 401…$72M
End-of-year total assets ($M) among Appvion, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$72M
Net Income$6M
Employer EIN873735970
Plan Effective Date2018-06-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Appvion, LLC)

Sponsor-wide plan assets over time

All Appvion, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 15.460373001892538% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.1M $76.3M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 366 $66M
2023 1 349 $72M
2024 1 340 $76M

Nearby 401(k) Plans in Wisconsin

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

Appvion, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Appvion, LLC Retirement Savings Plan, Total assets ($B): 0.072198818 · Participants: 349Appvion, LLC Retirement Savings 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
Appvion, LLC Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Appvion, LLC Retirement Savings Plan side-by-side with 3 peers →

Appvion, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sher Garner Cahill Richter Klein & Hilbert, LLC 401(k) Profit Sharing Plan in LA ($72M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Appvion, LLC Retirement Savings Plan assets move in 2023? ▼
Appvion, LLC Retirement Savings Plan grew at a solid clip - up 9.2% during 2023, from $66M to $72M. Reported net income was $6M.
How have Appvion, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appvion, LLC's sponsor-wide assets grew 15.5%, from $66M to $76M.
Where does Appvion, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Appvion, LLC Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Appvion, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sher Garner Cahill Richter Klein & Hilbert, LLC 401(k) Profit Sharing Plan in LA ($72M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Appvion, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 873735970.

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.