401(k) · DOL Form 5500 · 2022

Roehl Transport, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
2,320
Participants Above avg headcount
93rd
Percentile by assets National rank
$45,595
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roehl Transport, Inc. 401(k) Profit Sharing Plan · Sponsored by Roehl Transport, Inc. · Wisconsin · Transportation & Warehousing

$106M in assets, 2,320 participants

Roehl Transport, Inc.'s Roehl Transport, Inc. 401(k) Profit Sharing Plan reported $106M in total assets and 2,320 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,563 in Transportation & Warehousing (3,876 peers)

Coverage in Wisconsin

Roehl Transport, Inc. 401(k) Profit Sharing Plan covers 2,320 participants in Wisconsin, 4.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $106M.

#3,563
in Transportation & Warehousing (3,876 peers)
-12.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roehl Transport, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Roehl Transport, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$105,780,686 Top 7% higher than 93% of 139,123 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 2022

Roehl Transport, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roehl Transport, Inc. 401(k) Profit Sharing Plan lands in the large band (2,320 participants).

DOL schedule card

Filing strip 391145328 · Roehl Transport, Inc. PY 2022 · 401(k)

Roehl Transport, Inc. 401(k) Profit Sharing Plan · $106M · 2,320 · 93rd

  • IND $106M
  • IND 2,320
  • IND 93rd
  • IND 401(k)
  • IND near Insurance Company Supported Organizations 401(k) Savings Plan
  • IND ind #3563

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Roehl Transport, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Assetmark Financial 401(k) PlanAssetmark Financial 401(k) P…$106MRoehl Transport, Inc. 401(k) Profit Sharing PlanRoehl Transport, Inc. 401(k)…$106MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$106MMaverick Capital, Ltd. 401(k) PlanMaverick Capital, Ltd. 401(k…$106MOhio Machinery Co. Incentive Savings PlanOhio Machinery Co. Incentive…$106M
End-of-year total assets ($M) among Roehl Transport, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$106M
Net Income-$16M
Employer EIN391145328
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roehl Transport, Inc.)

Sponsor-wide plan assets over time

All Roehl Transport, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 31.074439241205148% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $106M $139M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 2,320 $106M
2023 1 2,500 $126M
2024 1 2,622 $139M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roehl Transport, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Roehl Transport, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.105780686 · Participants: 2320Roehl Transport, Inc. 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Roehl Transport, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roehl Transport, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roehl Transport, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Insurance Company Supported Organizations 401(k) Savings Plan in RI ($106M); by covered participants it is Gila River Gaming Enterprises, Inc. 401(k) Plan and Trust in AZ (2,319 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,320 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roehl Transport, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Roehl Transport, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.9% during 2022, from $121M to $106M. Reported net income was -$16M.
How have Roehl Transport, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roehl Transport, Inc.'s sponsor-wide assets grew 31.1%, from $106M to $139M.
Where does Roehl Transport, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roehl Transport, Inc. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Roehl Transport, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurance Company Supported Organizations 401(k) Savings Plan in RI ($106M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Roehl Transport, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gila River Gaming Enterprises, Inc. 401(k) Plan and Trust in AZ (2,319 participants, $99M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391145328.

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.