401(k) · DOL Form 5500 · 2023

Ox Paper Tube & Core, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
444
Participants Below avg headcount
74th
Percentile by assets National rank
$48,850
Avg per participant Low balance/head
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Official DOL plan name: Ox Industries 401(k) Plan · Sponsored by Ox Paper Tube & Core, LLC · Pennsylvania · Manufacturing

$22M in assets, 444 participants

Ox Paper Tube & Core, LLC's Ox Industries 401(k) Plan reported $22M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,048 in Manufacturing (18,722 peers)

Ox Paper Tube & Core, LLC multi-year trail

Ox Paper Tube & Core, LLC's plans moved +49.1% in assets from 2022 to 2024; this filing shows Ox Industries 401(k) Plan at $22M / 444 participants.

#12,048
in Manufacturing (18,722 peers)
+22.6%
assets growth YoY

Ox Industries 401(k) Plan's outsized position by total assets

Ox Industries 401(k) Plan vs every filed plan by assets

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

$21,689,464 Top 26% higher than 74% 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

Ox Industries 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. Ox Industries 401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ox Industries 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ox Industries 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Ox Industries 401(k) Plan reported participants rose from 373 in the plan year 2022 filing to 444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465660730 · Ox Paper Tube & Core, LLC PY 2023 · 401(k)

Ox Industries 401(k) Plan · $22M · 444 · 74th

  • 5500 $22M
  • ASSETS 444
  • PCT 74th
  • EIN 401(k)
  • RANK near Allworth Financial Pooled Employer Plan
  • PHOTO ind #12048

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 Pennsylvania →

Ox Industries 401(k) Plan in the asset neighbourhood

Ox Industries 401(k) Plan$22MAllworth Financial Pooled Employer PlanAllworth Financial Pooled Em…$22MThe Mahoney Group 401(k) Plan and TrustThe Mahoney Group 401(k) Pla…$22MEvans General Contractors, LLC 401(k) PlanEvans General Contractors, L…$22MHawaii National Bank 401(k) Retirement Savings PlanHawaii National Bank 401(k) …$22M
End-of-year total assets ($M) among Ox Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ox Paper Tube & Core, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ox Paper Tube & Core, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 49.0509770708905% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.7M $26.4M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 373 $18M
2023 1 444 $22M
2024 1 565 $26M

Ox Paper Tube & Core, LLC filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN465660730
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Ox Industries 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ox Industries 401(k) Plan, Total assets ($B): 0.021689464 · Participants: 444Ox Industries 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ox Industries 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Ox Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Allworth Financial Pooled Employer Plan in CA ($22M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Ox Industries 401(k) Plan assets move in 2023?
Ox Industries 401(k) Plan grew sharply - up 22.6% during 2023, from $18M to $22M. Reported net income was $4M.
How have Ox Paper Tube & Core, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ox Paper Tube & Core, LLC's sponsor-wide assets grew 49.1%, from $18M to $26M.
Which 401(k) plans are similar in size to Ox Industries 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Allworth Financial Pooled Employer Plan in CA ($22M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Ox Industries 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M in assets).