401(k) · DOL Form 5500 · 2024
Appvion, LLC 401(k) Plan
Data updated 2026-08-11
- $76M
- Total assets
- 340
- Participants
- 88th
- Percentile by assets
- $224,494
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $76M
- total plan assets (2024 EOY)
- 340
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $224,494
- avg assets per participant
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.
Appvion, LLC Retirement Savings Plan vs the 2024 asset distribution
By assets, Appvion, LLC Retirement Savings Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $4M |
| Employer EIN | 873735970 |
| Plan Effective Date | 2018-06-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appvion, LLC)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Appvion, LLC Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Appvion, LLC Retirement Savings Plan assets move in 2024? ▼
How have Appvion, LLC plan assets changed over time? ▼
Where does Appvion, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Appvion, LLC Retirement Savings Plan
Scale reading
Ways to act on Appvion, LLC Retirement Savings Plan's numbers.
- By total assets, Appvion, LLC Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Appvion, LLC's sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Manufacturing plans