401(k) · DOL Form 5500 · 2024
Phoenix Paper Wickliffe 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 306
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $36,626
- Avg per participant Low balance/head
Official DOL plan name: Phoenix Paper Wickliffe LLC 401(k) Plan · Sponsored by Phoenix Paper Wickliffe · Kentucky · Manufacturing
$11M in assets, 306 participants
Phoenix Paper Wickliffe's Phoenix Paper Wickliffe LLC 401(k) Plan reported $11M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #7,931 in Manufacturing (17,777 peers)
Coverage in Kentucky
Phoenix Paper Wickliffe LLC 401(k) Plan covers 306 participants in Kentucky, about 47% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.
- #7,931
- in Manufacturing (17,777 peers)
- +30.0%
- 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 2024 · DOL Form 5500
$11,207,676 Top 42% higher than 58% 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
Phoenix Paper Wickliffe LLC 401(k) 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. Phoenix Paper Wickliffe LLC 401(k) Plan sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Paper Wickliffe LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Phoenix Paper Wickliffe LLC 401(k) Plan reported participants fell from 358 in the plan year 2023 filing to 306 in the plan year 2024 filing.
- Phoenix Paper Wickliffe LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 832302628 · Phoenix Paper Wickliffe PY 2024 · 401(k)
Phoenix Paper Wickliffe LLC 401(k) Plan · $11M · 306 · 58th
- PART $11M
- PART 306
- PART 58th
- PART 401(k)
- PART near Economy Advertising Company Salary Deferral Plan
- PART ind #7931
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
Kentucky filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 832302628 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phoenix Paper Wickliffe)
Sponsor-wide plan assets over time
All Phoenix Paper Wickliffe plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 81.33511351488833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $6M |
| 2023 | 1 | 358 | $9M |
| 2024 | 1 | 306 | $11M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
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 Economy Advertising Company Salary Deferral Plan in IA ($11M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Economy Advertising Company Salary Deferral Plan (IA) $11M · 85
- Hutchison, Inc. 401(k) Retirement Savings Plan (CO) $11M · 80
- On with Life, Inc. 401(k) Plan (IA) $11M · 250
- Rossetti Retirement Savings Plan (MI) $11M · 74
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Holland Enterprises, Inc 401(k) Retirement Plan (ND) 306 · 0 off
- Tribar Manufacturing, LLC 401(k) Plan (MI) 306 · 0 off
- Excelsior Defense Inc Retirement Plan (FL) 306 · 0 off
- Turn Community Services 401(k) Plan (UT) 306 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.