401(k) · DOL Form 5500 · 2023
Roehl Transport, Inc. 401(k) Plan
Data updated 2026-08-11
- $126M
- Total assets
- 2,500
- Participants
- 93rd
- Percentile by assets
- $50,561
- Avg per participant
Official DOL plan name: Roehl Transport, Inc. 401(k) Profit Sharing Plan · Sponsored by Roehl Transport, Inc. · Wisconsin · Transportation & Warehousing
$126M in assets, 2,500 participants
Roehl Transport, Inc.'s Roehl Transport, Inc. 401(k) Profit Sharing Plan reported $126M in total assets and 2,500 participants in its 2023 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.
- 93rd percentile by assets (of 127,072 plans)
- #3,050 in Transportation & Warehousing (3,362 peers)
Coverage in Wisconsin
Roehl Transport, Inc. 401(k) Profit Sharing Plan covers 2,500 participants in Wisconsin, 4.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $126M.
- $126M
- total plan assets (2023 EOY)
- 2,500
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $50,561
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roehl Transport, Inc. 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Roehl Transport, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $106M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- Roehl Transport, Inc. 401(k) Profit Sharing Plan reported participants rose from 2,320 in the plan year 2022 filing to 2,500 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Roehl Transport, Inc. 401(k) Profit Sharing Plan reports 2,500 participants - 4.4x that state average ($126M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $21M |
| Employer EIN | 391145328 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roehl Transport, Inc.)
| 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
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Roehl Transport, Inc. 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Roehl Transport, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Roehl Transport, Inc. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Roehl Transport, Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans