401(k) · DOL Form 5500 · 2023

Herbert Roehrich, M.D., S.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan · Sponsored by Herbert Roehrich, M.D., S.C. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 1 participants

Herbert Roehrich, M.D., S.C.'s Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,082 in Healthcare & Social Assistance (17,684 peers)

Herbert Roehrich, M.D., S.C. multi-year trail

Herbert Roehrich, M.D., S.C.'s plans moved +39.9% in assets from 2022 to 2024; this filing shows Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan at $3M / 1 participant.

#6,082
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,685,736 34th percentile higher than 34% of 127,068 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 2023

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan reported net income rose from -$599K in the plan year 2022 filing to $607K in the plan year 2023 filing.
  • Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391623637 · Herbert Roehrich, M.D., S.C. PY 2023 · 401(k)

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan · $3M · 1 · 34th

  • ASSETS $3M
  • PCT 1
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Denney Transport, Ltd 401(k) Plan
  • IND ind #6082

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing PlanHerbert Roehrich, M.D., S.C.…$3MDenney Transport, Ltd 401(k) PlanDenney Transport, Ltd 401(k)…$3MValley Urology, Inc. 401(k) PlanValley Urology, Inc. 401(k) …$3MOnin Group 401(k) Plan$3M403(b) Thrift Plan for Employees of Sparc Philadelphia403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Herbert Roehrich, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Herbert Roehrich, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.90783822519784% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.08M $2.91M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Herbert Roehrich, M.D., S.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$607K
Employer EIN391623637
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.002685736 · Participants: 1Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Herbert Roehrich, M.D., S.C. 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 Denney Transport, Ltd 401(k) Plan in CO ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan grew sharply - up 29.2% during 2023, from $2M to $3M. Reported net income was $607K.
How have Herbert Roehrich, M.D., S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herbert Roehrich, M.D., S.C.'s sponsor-wide assets grew 39.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Denney Transport, Ltd 401(k) Plan in CO ($3M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Herbert Roehrich, M.D., S.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391623637.

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.