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Original filing (PDF)20250721121251NAL0001177841001
INTERNATIONAL PAPER COMPANY
Form 5500
FILING_RECEIVED
INTERNATIONAL PAPER COMPANY HOURLY SAVINGS PLAN
401(k) retirement plan
Signals · 3
93% in single holdingNo recordkeeper disclosed10 service providers
Active participants
19,680
Accounts w/ balance
25,691
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
29 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "International Paper Company International Paper Company Defined Contribution Plans" is 93% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL PAPER COMPANY.
Plan sponsor
Name
INTERNATIONAL PAPER COMPANY
EIN
13-0872805
Address
6400 POPLAR AVE · MEMPHIS, TN · 38197
Phone
(901) 419-9000
Industry
Manufacturingsee all
Plan administrator
Name
SVP-HUMAN RESOURCES INTERNATIONAL PAPER COMPANY
EIN
13-2912565
City
MEMPHIS, TN
Phone
(901) 419-9000
Plan characteristics
Plan number
118
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2I · Stock bonus
2O · ESOP (non-leveraged)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $623K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $599K | — |
| ALIGHT | 36-2235791 | — | NONE | $42K | — |
| DELOITTE & TOUCHE | 43-1912740 | — | NONE | $42K | — |
| PENSION BENEFIT INFORMATION, LLC | — | MINNEAPOLIS, MN | NONE | $15K | — |
| MERCER | 13-2834414 | — | NONE | $5K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $4K | — |
| EM PRINTING | — | BARTLETT, TN | NONE | $832 | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $786 | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $602 | — |
Investments
3 direct securities · 29 pooled funds· $3.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.8B
3 holdings
Master Trust
$1.7B
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| International Paper Company International Paper Company Defined Contribution Plans | — | — | — | $1.7B | 93.3% | |
| INT'L PAPER MT - STABLE VALUE FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 214 | Master Trust | — | — | $313.2M | 17.5% | |
| INT'L PAPER MT-LARGE CAP POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 225 | Master Trust | — | — | $258.5M | 14.5% | |
| INT'L PAPER MT-RETIRE 2030 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 302 | Master Trust | — | — | $127.2M | 7.1% | |
| INT'L PAPER MT-LARGE CAP STOCK POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 233 | Master Trust | — | — | $118.8M | 6.6% | |
| INT'L PAPER MT-RETIRE 2035 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 303 | Master Trust | — | — | $101.7M | 5.7% | |
| Defined Contribution Plans Master Trust Master Trust * Various participants Participant loans at interest rates of 4.25% to 9.75%, | — | — | — | $88.1M | 4.9% | |
| INT'L PAPER MT-RETIRE 2025 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 301 | Master Trust | — | — | $80.7M | 4.5% | |
| INT'L PAPER MT-RETIRE 2040 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 304 | Master Trust | — | — | $79.5M | 4.4% | |
| INT'L PAPER MT-RETIRE 2045 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 305 | Master Trust | — | — | $63.7M | 3.6% | |
| INT'L PAPER MT-RETIRE 2050 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 306 | Master Trust | — | — | $57.1M | 3.2% | |
| INT'L PAPER MT-CO STOCK FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 215 | Master Trust | — | — | $52.5M | 2.9% | |
| INT'L PAPER MT-RETIRE INCOME FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 300 | Master Trust | — | — | $49.5M | 2.8% | |
| INT'L PAPER MT-RETIRE 2055 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 307 | Master Trust | — | — | $49.2M | 2.7% | |
| INT'L PAPER MT-INT STOCK INDEX FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 240 | Master Trust | — | — | $44.2M | 2.5% | |
| INT'L PAPER MT-BOND POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 224 | Master Trust | — | — | $43.6M | 2.4% | |
| INT'L PAPER MT-SMALL CAP POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 223 | Master Trust | — | — | $42.8M | 2.4% | |
| INT'L PAPER MT-MID CAP POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 226 | Master Trust | — | — | $34.0M | 1.9% | |
| maturing through December 2036 Pershing, LLC Self-directed brokerage accounts - other securities | — | — | — | $31.9M | 1.8% | |
| INT'L PAPER MT-RETIRE 2060 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 308 | Master Trust | — | — | $30.9M | 1.7% | |
| INT'L PAPER MT-INTERNATIONAL POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 227 | Master Trust | — | — | $26.4M | 1.5% | |
| INT'L PAPER MT-BOND INDEX FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 242 | Master Trust | — | — | $21.2M | 1.2% | |
| INT'L PAPER MT-LONG BOND POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 178 | Master Trust | — | — | $20.3M | 1.1% | |
| INT'L PAPER MT-RETIRE 2065 FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 309 | Master Trust | — | — | $16.2M | 0.9% | |
| INT'L PAPER MT-EMERG EQUITY POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 230 | Master Trust | — | — | $12.0M | 0.7% | |
| INT'L PAPER MT- HIGH YIELD POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 228 | Master Trust | — | — | $11.0M | 0.6% | |
| INT'L PAPER MT-SMALL/MID CAP STOCK INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 241 | Master Trust | — | — | $7.8M | 0.4% | |
| INT'L PAPER MT-EMERG FIX INC POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 229 | Master Trust | — | — | $4.6M | 0.3% | |
| INT'L PAPER MT-REAL ESTATE POOL INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 544 | Master Trust | — | — | $1.9M | 0.1% | |
| INT'L PAPER MT-REAL ESTATE POOL INTERNATIONAL PAPER COMPANY · EIN 22-1211670 / PN 544 | Master Trust | — | — | $0 | <0.1% | |
| INT'L PAPER MT-LONG BOND FUND INTERNATIONAL PAPER COMPANY · EIN 23-6994310 / PN 178 | Master Trust | — | — | $0 | <0.1% | |
| INT'L PAPER MT-RIC FUND INTERNATIONAL PAPER COMPANY · EIN 13-0872805 / PN 216 | Master Trust | — | — | $0 | <0.1% |