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Original filing (PDF)20250715121548NAL0001592771001
WESTROCK COMPANY
Form 5500
FILING_RECEIVED
WESTROCK COMPANY CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed17 service providers
Active participants
10,530
Accounts w/ balance
—
Plan assets (EOY)
$4.4B
Net assets (EOY)
$4.4B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 427% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTROCK COMPANY.
Plan sponsor
Name
WESTROCK COMPANY
EIN
47-3335141
Address
1000 ABERNATHY ROAD NE · ATLANTA, GA · 30328
Phone
(678) 291-7982
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
027
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsOther
17| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3944315 | — | NONE | $4.8M | — |
| LIFEWORKS (US) LTD | 52-1883918 | — | NONE | $1.5M | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $1.3M | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $1.1M | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $983K | — |
| MERCER | 13-2834414 | — | NONE | $713K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | NONE | $529K | — |
| LEGAL & GENERAL INVESTMENT | 90-0337987 | — | NONE | $294K | — |
| JP MORGAN | 13-3200244 | — | NONE | $99K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $86K | — |
| DODGE & COX | 94-1441976 | — | NONE | $64K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $43K | — |
| VAN BERKOM AND ASSOCIATES INC. | — | — | NONE | $42K | — |
| PRINCIPAL BANK | 42-1520346 | — | NONE | $33K | — |
| GW&K INVESTMENT MANAGEMENT LLC | — | BOSTON, MA | NONE | $25K | — |
| METROPOLITAN LIFE INSURANCE CO | 13-5581829 | — | NONE | $11K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $6K | — |
Investments
1 pooled fund· $4.4B(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WESTROCK COMPANY MASTER TRUST WESTROCK COMPANY · EIN 47-3335141 / PN 499 | Master Trust | $4.4B | 100.0% |