Profit Sharing · DOL Form 5500 · 2023
W.L. Roenigk Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $35,786
- 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
$8M in assets, 233 participants
W.L. Roenigk Inc.'s W.L. Roenigk Inc. Retirement Plan reported $8M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #1,861 in Transportation & Warehousing (3,362 peers)
Coverage in Pennsylvania
W.L. Roenigk Inc. Retirement Plan covers 233 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #1,861
- in Transportation & Warehousing (3,362 peers)
- +29.2%
- 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 2023 · DOL Form 5500
$8,338,043 Top 45% higher than 55% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
W.L. Roenigk Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W.L. Roenigk Inc. Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- W.L. Roenigk Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- W.L. Roenigk Inc. Retirement Plan reported participants rose from 217 in the plan year 2022 filing to 233 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 251664723 · W.L. Roenigk Inc. PY 2023 · Profit Sharing
W.L. Roenigk Inc. Retirement Plan · $8M · 233 · 55th
- PART $8M
- PART 233
- PART 55th
- PART Profit Sharing
- PART near Richard Hambleton Inc Profit Sharing Plan
- PART ind #1861
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) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| 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 $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
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 Richard Hambleton Inc Profit Sharing Plan in CA ($8M); by covered participants it is New Vision Home Care Services, LLC Retirement Plan and Trust in NY (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (233 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.