401(k) · DOL Form 5500 · 2023

Phoenix Paper Wickliffe LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
358
Participants Below avg headcount
55th
Percentile by assets National rank
$24,078
Avg per participant Low balance/head
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Official DOL plan name: Phoenix Paper Wickliffe LLC 401(k) Plan · Sponsored by Phoenix Paper Wickliffe LLC · Kentucky · Manufacturing

$9M in assets, 358 participants

Phoenix Paper Wickliffe LLC's Phoenix Paper Wickliffe LLC 401(k) Plan reported $9M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,652 in Manufacturing (18,722 peers)

Phoenix Paper Wickliffe LLC multi-year trail

Phoenix Paper Wickliffe LLC's plans moved +81.3% in assets from 2022 to 2024; this filing shows Phoenix Paper Wickliffe LLC 401(k) Plan at $9M / 358 participants.

#7,652
in Manufacturing (18,722 peers)
+39.5%
assets growth YoY

Phoenix Paper Wickliffe LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Phoenix Paper Wickliffe LLC 401(k) Plan vs every filed plan by assets

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

$8,620,000 Top 45% higher than 55% 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

Phoenix Paper Wickliffe LLC 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. Phoenix Paper Wickliffe LLC 401(k) Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phoenix Paper Wickliffe LLC 401(k) Plan reported net income rose from $739K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Phoenix Paper Wickliffe LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Phoenix Paper Wickliffe LLC 401(k) Plan reported participants rose from 328 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832302628 · Phoenix Paper Wickliffe LLC PY 2023 · 401(k)

Phoenix Paper Wickliffe LLC 401(k) Plan · $9M · 358 · 55th

  • EIN $9M
  • RANK 358
  • PHOTO 55th
  • IND 401(k)
  • EOY near Churchill Linen Service, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #7652

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 Kentucky →

Phoenix Paper Wickliffe LLC 401(k) Plan in the asset neighbourhood

Phoenix Paper Wickliffe LLC 401(k) PlanPhoenix Paper Wickliffe LLC …$9MChurchill Linen Service, Inc. 401(k) Profit Sharing PlanChurchill Linen Service, Inc…$9MChiaramonte Construction Company 401(k) PlanChiaramonte Construction Com…$9MCleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$9MMeriwether-Godsey, Inc. Profit Sharing and 401(k) PlanMeriwether-Godsey, Inc. Prof…$9M
End-of-year total assets ($M) among Phoenix Paper Wickliffe LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Phoenix Paper Wickliffe LLC multi-year asset trail

Sponsor-wide plan assets over time

All Phoenix Paper Wickliffe LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 81.33511351488833% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.18M $11.2M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 328 $6M
2023 1 358 $9M
2024 1 306 $11M

Phoenix Paper Wickliffe LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN832302628
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Phoenix Paper Wickliffe LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Phoenix Paper Wickliffe LLC 401(k) Plan, Total assets ($B): 0.00862 · Participants: 358Phoenix Paper Wickliffe LLC 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Phoenix Paper Wickliffe LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Phoenix Paper Wickliffe LLC 401(k) Plan side-by-side with 3 peers →

Phoenix Paper Wickliffe LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Churchill Linen Service, Inc. 401(k) Profit Sharing Plan in MA ($9M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Phoenix Paper Wickliffe LLC 401(k) Plan assets move in 2023? ▼
Phoenix Paper Wickliffe LLC 401(k) Plan surged - up 39.5% during 2023, from $6M to $9M. Reported net income was $2M.
How have Phoenix Paper Wickliffe LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phoenix Paper Wickliffe LLC's sponsor-wide assets grew 81.3%, from $6M to $11M.
Which 401(k) plans are similar in size to Phoenix Paper Wickliffe LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Churchill Linen Service, Inc. 401(k) Profit Sharing Plan in MA ($9M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix Paper Wickliffe LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 832302628.

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.