Filings through Oct 24, 2026.

Retirement plan

Champion Industries, Inc. 401(k) Plan

Name: CHAMPION INDUSTRIES, INC. - CHAMPION INDUSTRIES, INC. 401(K) PLAN (2025) Form 5500
Creator: CHAMPION INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAMPION INDUSTRIES, INC. 401(K) PLAN, CHAMPION INDUSTRIES, INC.

Champion Industries, Inc.EIN 55-0717455Plan #001PY 2025Filed Oct 15, 2026

2450 - 90 1ST AVENUE - HUNTINGTON, WV 25703800-624-3431

Prospect flagsLow returnsLow participationLow participant contributionPossible retail share class: $775KFew collective trustsFund lineup: 15 funds, $9.0M

How to read this page

Total assets (EOY)

$9.8M

-2.9% from 2023

Total participants

195

-11.0% from 2023

Average account balance

$77,324

+14.0% from 2023

Annual return

10.16%

-2.96 pp from 2023

Benchmarks

See 1,783 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,783 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
RBC GLOBAL ASSET MANAGEMENT11+ years Filed as: CITY NATIONAL BANK Service code 49 · EIN 55-0399323	Other Services	$16,162
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$1,233

Fund lineup

CSV with Pro

15 funds of $250K or more; 22 lines in all, holding $9.0M of the plan's $9.8M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds6%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Insurance Company General Prin Fixed Income 401 /(k) Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$1.5M	16.1%
Registered Investment Company Russell LfPt BalSt R5 Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$920K	10.2%
Registered Investment Company Principal Core Plus Bond R3 Fd Principal · Mutual fund Recordkeeper's own fund	Principal	Mutual fund	$838K	9.3%
Registered American Am Fds New Persp R3 Fund Capital Group · Mutual fund Possible retail class Service	Capital Group	Mutual fund	$775K	8.6%
Registered Investment Company Principal Capital App R3 Fund Principal · Mutual fund Recordkeeper's own fund	Principal	Mutual fund	$639K	7.1%
American Registered Investment Company Am Funds Am Hi-inc Trust R3 Fund Capital Group · Mutual fund	Capital Group	Mutual fund	$461K	5.1%
Registered Investment Company Russell LfPt Growth St R5 Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$406K	4.5%
Registered Investment Company Russell LfPt ModSt R5 Fund Manager not matched · Mutual fund	Not yet matched	Mutual fund	$397K	4.4%
Registered Investment Company Prin LgCap S&P 500 Index R3 Fund Principal · Mutual fund IndexRecordkeeper's own fund	Principal	Mutual fund	$383K	4.2%
Registered American Am Fds Grth Fd of Am R3 Fund Capital Group · Mutual fund	Capital Group	Mutual fund	$364K	4.0%

See the other 12 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$8 / participant

Contract admin$1K100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SUTTLE & STALNAKER, PLLC
Auditor EIN: 550538163
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

RBC GLOBAL ASSET MANAGEMENT11+ years

Filed as: CITY NATIONAL BANK

Service code 49 · EIN 55-0399323

Other Services

$16,162

PRINCIPAL FINANCIAL GROUP11+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$1,233

Fund

Dollars

% of funds%

Insurance Company General Prin Fixed Income 401 /(k)

Principal · Insurance contract

Recordkeeper's own fund

$1.5M

16.1%

Registered Investment Company Russell LfPt BalSt R5 Fund

Manager not matched · Mutual fund

$920K

10.2%

Registered Investment Company Principal Core Plus Bond R3 Fd

Principal · Mutual fund

Recordkeeper's own fund

$838K

9.3%

Registered American Am Fds New Persp R3 Fund

Capital Group · Mutual fund

Possible retail class Service

$775K

8.6%

Registered Investment Company Principal Capital App R3 Fund

Principal · Mutual fund

Recordkeeper's own fund

$639K

7.1%

American Registered Investment Company Am Funds Am Hi-inc Trust R3 Fund

Capital Group · Mutual fund

$461K

5.1%

Registered Investment Company Russell LfPt Growth St R5 Fund

Manager not matched · Mutual fund

$406K

4.5%

Registered Investment Company Russell LfPt ModSt R5 Fund

Manager not matched · Mutual fund

$397K

4.4%

Registered Investment Company Prin LgCap S&P 500 Index R3 Fund

Principal · Mutual fund

IndexRecordkeeper's own fund

$383K

4.2%

Registered American Am Fds Grth Fd of Am R3 Fund

Capital Group · Mutual fund

$364K

4.0%

Champion Industries, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Champion Industries, Inc. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion