401(k) · DOL Form 5500 · 2024
Luvata Appleton, LLC 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 176
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $201,634
- Avg per participant Above avg balance/head
Official DOL plan name: Luvata Appleton LLC Investment Plan · Sponsored by Luvata Appleton, LLC · Wisconsin · Manufacturing
$35M in assets, 176 participants
Luvata Appleton, LLC's Luvata Appleton LLC Investment Plan reported $35M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,781 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Luvata Appleton LLC Investment Plan covers 176 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.
- #12,781
- in Manufacturing (17,777 peers)
- +4.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Luvata Appleton LLC Investment Plan's outsized position by total assets
Luvata Appleton LLC Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,487,613 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Luvata Appleton LLC Investment Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luvata Appleton LLC Investment Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Luvata Appleton LLC Investment Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Luvata Appleton LLC Investment Plan end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Luvata Appleton LLC Investment Plan reported participants fell from 181 in the plan year 2023 filing to 176 in the plan year 2024 filing.
DOL schedule card
Filing strip 391714255 · Luvata Appleton, LLC PY 2024 · 401(k)
Luvata Appleton LLC Investment Plan · $35M · 176 · 80th
- NET $35M
- NET 176
- NET 80th
- NET 401(k)
- NET near Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust
- NET ind #12781
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 →
Luvata Appleton LLC Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $1M |
| Employer EIN | 391714255 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luvata Appleton, LLC)
Sponsor-wide plan assets over time
All Luvata Appleton, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 22.19660362874292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $29M |
| 2023 | 1 | 181 | $34M |
| 2024 | 1 | 176 | $35M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Luvata Appleton LLC Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust in OH ($35M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Howard, Wershbale & Co. Profit Sharing & 401(k) Plan and Trust (OH) $35M · 146
- Si-Bone, Inc. 401(k) Plan (CA) $35M · 320
- Carroll Daniel Inc. Retirement Plan (GA) $35M · 373
- Monterey Mushrooms 401(k) Plan (TX) $35M · 1,268
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Central Texas Refuse 401(k) Plan (TX) 176 · 0 off
- Jnko Management, Inc. 401(k) Plan (MI) 176 · 0 off
- Net100 401(k) Plan (VA) 176 · 0 off
- Life Tech Inc (NJ) 176 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.