401(k) · DOL Form 5500 · 2022

Roehl Corporation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
16
Participants Small participant base
78th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roehl Corporation Incentive Savings Plan · Sponsored by Roehl Corporation · Wisconsin · Wholesale Trade

$21M in assets, 16 participants

Roehl Corporation's Roehl Corporation Incentive Savings Plan reported $21M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,192 in Wholesale Trade (6,843 peers)

Where Roehl Corporation Incentive Savings Plan sits by assets

Roehl Corporation Incentive Savings Plan sits in the top quartile of all filed plans by assets, $21M for 16 participants (~$1.3M/participant), up 3.2% in 2022.

#5,192
in Wholesale Trade (6,843 peers)
+3.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Roehl Corporation Incentive Savings Plan's outsized position by total assets

Roehl Corporation Incentive Savings Plan vs every filed plan by assets

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

$20,846,516 Top 22% higher than 78% 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 Corporation Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roehl Corporation Incentive Savings Plan is a small filing (16 participants) on this national headcount ladder.

DOL schedule card

Filing strip 391222174 · Roehl Corporation PY 2022 · 401(k)

Roehl Corporation Incentive Savings Plan · $21M · 16 · 78th

  • EOY $21M
  • EOY 16
  • EOY 78th
  • EOY 401(k)
  • EOY near Sunnova Energy Corporation 401(k) Plan & Trust
  • EOY ind #5192

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Roehl Corporation Incentive Savings Plan in the asset neighbourhood

Roehl Corporation Incentive Savings PlanRoehl Corporation Incentive …$21MSunnova Energy Corporation 401(k) Plan & TrustSunnova Energy Corporation 4…$21MOsborn Drugs Employee 401(k) Profit Sharing PlanOsborn Drugs Employee 401(k)…$21MMurray Equipment, Inc 401(k) Salary Reduction Plan & TrustMurray Equipment, Inc 401(k)…$21MDohrn Transfer Company 401(k) Profit Sharing PlanDohrn Transfer Company 401(k…$21M
End-of-year total assets ($M) among Roehl Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$648K
Employer EIN391222174
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roehl Corporation)

Sponsor-wide plan assets over time

All Roehl Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 3.8803942107160734% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.9M $21.7M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 16 $21M
2023 1 18 $23M
2024 1 17 $22M

Nearby 401(k) Plans in Wisconsin

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

Roehl Corporation Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Roehl Corporation Incentive Savings Plan, Total assets ($B): 0.020846516 · Participants: 16Roehl Corporation Incentive Savings 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 Corporation Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roehl Corporation Incentive Savings Plan side-by-side with 3 peers →

Roehl Corporation Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sunnova Energy Corporation 401(k) Plan & Trust in TX ($21M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Corporation Incentive Savings Plan assets move in 2022? ▼
Roehl Corporation Incentive Savings Plan edged up modestly - up 3.2% during 2022, from $20M to $21M. Reported net income was $648K.
How have Roehl Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roehl Corporation's sponsor-wide assets grew 3.9%, from $21M to $22M.
Where does Roehl Corporation Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Roehl Corporation Incentive Savings Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roehl Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunnova Energy Corporation 401(k) Plan & Trust in TX ($21M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Roehl Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 391222174.

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.