401(k) · DOL Form 5500 · 2023

Roehl Transport, Inc. 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
2,500
Participants Above avg headcount
93rd
Percentile by assets National rank
$50,561
Avg per participant Low balance/head
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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.

  • #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.

#3,050
in Transportation & Warehousing (3,362 peers)
+19.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Roehl Transport, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Roehl Transport, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$126,402,850 Top 7% higher than 93% 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

Roehl Transport, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roehl Transport, Inc. 401(k) Profit Sharing Plan lands in the large band (2,500 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391145328 · Roehl Transport, Inc. PY 2023 · 401(k)

Roehl Transport, Inc. 401(k) Profit Sharing Plan · $126M · 2,500 · 93rd

  • EBSA $126M
  • PART 2,500
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Aviagen, Inc. 401(k) Retirement Plan
  • VS-ST ind #3050

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 Wisconsin →

Roehl Transport, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Amundsen Davis LLC 401(k) Salary Savings PlanAmundsen Davis LLC 401(k) Sa…$126MAviagen, Inc. 401(k) Retirement PlanAviagen, Inc. 401(k) Retirem…$126MG3 Enterprises, Inc. Retirement PlanG3 Enterprises, Inc. Retirem…$126MRoehl Transport, Inc. 401(k) Profit Sharing PlanRoehl Transport, Inc. 401(k)…$126MSan Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings PlanSan Diego Diagnostic Radiolo…$126M
End-of-year total assets ($M) among Roehl Transport, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$126M
Net Income$21M
Employer EIN391145328
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roehl Transport, Inc.)

Sponsor-wide plan assets over time

All Roehl Transport, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 31.074439241205148% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $106M $139M ▲ +31.1%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Roehl Transport, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.12640285 · Participants: 2500Roehl Transport, Inc. 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
Roehl Transport, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roehl Transport, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roehl Transport, Inc. 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 Aviagen, Inc. 401(k) Retirement Plan in AL ($126M); by covered participants it is Tandem Diabetes Care, Inc. 401(k) Plan in CA (2,499 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,500 participants); 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 Roehl Transport, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Roehl Transport, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $106M to $126M. Reported net income was $21M.
How have Roehl Transport, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roehl Transport, Inc.'s sponsor-wide assets grew 31.1%, from $106M to $139M.
Where does Roehl Transport, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roehl Transport, Inc. 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Roehl Transport, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviagen, Inc. 401(k) Retirement Plan in AL ($126M, 1,556 participants).
Which 401(k) plans cover a similar participant headcount to Roehl Transport, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tandem Diabetes Care, Inc. 401(k) Plan in CA (2,499 participants, $102M 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 391145328.

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.