Profit Sharing · DOL Form 5500 · 2022

W.L. Roenigk Inc. Profit Sharing Plan

Data updated 2026-08-11

$6M
Total assets
217
Participants
56th
Percentile by assets
$29,749
Avg per participant
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Official DOL plan name: W.L. Roenigk Inc. Retirement Plan · Sponsored by W.L. Roenigk Inc. · Pennsylvania · Transportation & Warehousing

$6M in assets, 217 participants

W.L. Roenigk Inc.'s W.L. Roenigk Inc. Retirement Plan reported $6M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 139,126 plans)
  • #2,270 in Transportation & Warehousing (3,876 peers)

Coverage in Pennsylvania

W.L. Roenigk Inc. Retirement Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

$6M
total plan assets (2022 EOY)
217
covered participants
56th
percentile by assets (of 139,126 plans)
$29,749
avg assets per participant

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. W.L. Roenigk Inc. Retirement Plan reports 217 participants - about 26% of that state average ($6M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN251664723
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.L. Roenigk Inc.)

$6M$7M$8M$9M$10M 202220232024 $6.46M $9.55M ▲ +47.8%
Total plan assets by year, all W.L. Roenigk Inc. plans on file
Year Plans Participants Total Assets
2022 1 217 $6M
2023 1 233 $8M
2024 1 237 $10M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

W.L. Roenigk Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

W.L. Roenigk Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants W.L. Roenigk Inc. Re…Eastern Atlantic Sta…University of Pennsy…International Brothe…Temple University He…Steamfitters Local U…
W.L. Roenigk Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to W.L. Roenigk Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did W.L. Roenigk Inc. Retirement Plan assets move in 2022?
W.L. Roenigk Inc. Retirement Plan grew sharply - up 22.6% during 2022, from $5M to $6M. Reported net income was $1M.
How have W.L. Roenigk Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), W.L. Roenigk Inc.'s sponsor-wide assets grew 47.9%, from $6M to $10M.
Which Profit Sharing plans are similar in size to W.L. Roenigk Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Flying Squirrel Enterprises, Inc. Profit Sharing Plan in AZ ($6M, 7 participants).

Filing takeaways

Ways to act on W.L. Roenigk Inc. Retirement Plan's numbers.