401(k) · DOL Form 5500 · 2023

Roehl Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
18
Participants Small participant base
75th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Roehl Corporation Incentive Savings Plan · Sponsored by Roehl Corporation · Wisconsin · Wholesale Trade

$23M in assets, 18 participants

Roehl Corporation's Roehl Corporation Incentive Savings Plan reported $23M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,587 in Wholesale Trade (6,309 peers)

Where Roehl Corporation Incentive Savings Plan sits by assets

Roehl Corporation Incentive Savings Plan sits in the top quartile of all filed plans by assets, $23M for 18 participants (~$1.3M/participant), up 9.6% in 2023.

#4,587
in Wholesale Trade (6,309 peers)
+9.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Roehl Corporation Incentive Savings Plan's outsized position by total assets

Roehl Corporation Incentive Savings Plan vs every filed plan by assets

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

$22,851,680 Top 25% higher than 75% 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 Corporation Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roehl Corporation Incentive Savings Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roehl Corporation Incentive Savings Plan reported net income rose from $648K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roehl Corporation Incentive Savings Plan reported participants rose from 16 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Roehl Corporation Incentive Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391222174 · Roehl Corporation PY 2023 · 401(k)

Roehl Corporation Incentive Savings Plan · $23M · 18 · 75th

  • NET $23M
  • NET 18
  • NET 75th
  • NET 401(k)
  • NET near True North Human Capital Retirement Savings Plan
  • NET ind #4587

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Roehl Corporation Incentive Savings Plan in the asset neighbourhood

Roehl Corporation Incentive Savings PlanRoehl Corporation Incentive …$23MTrue North Human Capital Retirement Savings PlanTrue North Human Capital Ret…$23MDivisions Inc. 401(k) Plan$23MMountain West 401(k) Pooled Employer PlanMountain West 401(k) Pooled …$23MRidgeway Plumbing, Inc. 401(k) Profit Sharing PlanRidgeway Plumbing, Inc. 401(…$23M
End-of-year total assets ($M) among Roehl Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN391222174
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roehl Corporation)

Sponsor-wide plan assets over time

All Roehl Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 3.8803942107160734% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.9M $21.7M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 16 $21M
2023 1 18 $23M
2024 1 17 $22M

Nearby 401(k) Plans in Wisconsin

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

Roehl Corporation Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Roehl Corporation Incentive Savings Plan, Total assets ($B): 0.02285168 · Participants: 18Roehl Corporation Incentive Savings 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 Corporation Incentive Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roehl Corporation Incentive Savings Plan side-by-side with 3 peers →

Roehl Corporation Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is True North Human Capital Retirement Savings Plan in NY ($23M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Corporation Incentive Savings Plan assets move in 2023? ▼
Roehl Corporation Incentive Savings Plan grew at a solid clip - up 9.6% during 2023, from $21M to $23M. Reported net income was $2M.
How have Roehl Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roehl Corporation's sponsor-wide assets grew 3.9%, from $21M to $22M.
Where does Roehl Corporation Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Roehl Corporation Incentive Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roehl Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is True North Human Capital Retirement Savings Plan in NY ($23M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Roehl Corporation Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 391222174.

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.