Profit Sharing · DOL Form 5500 · 2022
W.L. Roenigk Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $29,749
- Avg per participant Low balance/head
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.
- #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.
- #2,270
- in Transportation & Warehousing (3,876 peers)
- +22.6%
- assets growth YoY
W.L. Roenigk Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers
W.L. Roenigk Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,455,496 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
W.L. Roenigk Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.L. Roenigk Inc. Retirement Plan sits mid-pack in the medium band (217 participants).
EBSA filing schedule strip
Filing strip 251664723 · W.L. Roenigk Inc. PY 2022 · Profit Sharing
W.L. Roenigk Inc. Retirement Plan · $6M · 217 · 56th
- PART $6M
- TYPE 217
- NET 56th
- BOOK Profit Sharing
- VS-ST near Flying Squirrel Enterprises, Inc. Profit Sharing Plan
- BOY ind #2270
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 Pennsylvania →
W.L. Roenigk Inc. Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 251664723 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.L. Roenigk Inc.)
Sponsor-wide plan assets over time
All W.L. Roenigk Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 47.889131989238315% vs 2022
- 2024 filing year
| 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.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
W.L. Roenigk Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Flying Squirrel Enterprises, Inc. Profit Sharing Plan in AZ ($6M); by covered participants it is Mitac Tyan 401(k) Plan in CA (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.
- Mitac Tyan 401(k) Plan (CA) 217 · 0 off
- Roofers' Local Union No.22 Supplemental Retirement (NY) 217 · 0 off
- Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan (PR) 217 · 0 off
- Logan University, Inc. Profit Sharing Plan (MO) 218 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.