401(k) · DOL Form 5500 · 2024

Appvion, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
340
Participants Below avg headcount
88th
Percentile by assets National rank
$224,494
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Appvion, LLC Retirement Savings Plan · Sponsored by Appvion, LLC · Wisconsin · Manufacturing

$76M in assets, 340 participants

Appvion, LLC's Appvion, LLC Retirement Savings Plan reported $76M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,742 in Manufacturing (17,777 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, $76M for 340 participants (~$224,494/participant), up 5.7% in 2024.

#14,742
in Manufacturing (17,777 peers)
+5.7%
assets growth YoY
0.8×
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 2024 · DOL Form 5500

$76,327,958 Top 12% higher than 88% of 123,620 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 2024

Appvion, LLC Retirement Savings 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. Appvion, LLC Retirement Savings Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appvion, LLC Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Appvion, LLC Retirement Savings Plan end-of-year assets rose from $72M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Appvion, LLC Retirement Savings Plan reported participants fell from 349 in the plan year 2023 filing to 340 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 873735970 · Appvion, LLC PY 2024 · 401(k)

Appvion, LLC Retirement Savings Plan · $76M · 340 · 88th

  • TYPE $76M
  • NET 340
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Crowder Constructors 401(k) Savings and Profit-Sharing Plan
  • SCH ind #14742

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

Appvion, LLC Retirement Savings PlanAppvion, LLC Retirement Savi…$76MCrowder Constructors 401(k) Savings and Profit-Sharing PlanCrowder Constructors 401(k) …$76MThe Linux Foundation 401(k) PlanThe Linux Foundation 401(k) …$76MV3 Companies, Ltd. 401(k) PlanV3 Companies, Ltd. 401(k) Pl…$76MMarina Del Rey Hospital 401(k) Retirement Savings PlanMarina Del Rey Hospital 401(…$76M
End-of-year total assets ($M) among Appvion, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$76M
Net Income$4M
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 -5051015 Total assets ($B) Participants Appvion, LLC Retirement Savings Plan, Total assets ($B): 0.076327958 · Participants: 340Appvion, LLC Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell 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 Crowder Constructors 401(k) Savings and Profit-Sharing Plan in NC ($76M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Appvion, LLC Retirement Savings Plan grew at a solid clip - up 5.7% during 2024, from $72M to $76M. Reported net income was $4M.
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 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Crowder Constructors 401(k) Savings and Profit-Sharing Plan in NC ($76M, 726 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 Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.