401(k) · DOL Form 5500 · 2024

Roethe Pope Roethe LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
6
Participants Small participant base
50th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Roethe Law Firm, LLP Profit Sharing Plan · Sponsored by Roethe Pope Roethe LLP · Wisconsin · Professional & Technical Services

$8M in assets, 6 participants

Roethe Pope Roethe LLP's Roethe Law Firm, LLP Profit Sharing Plan reported $8M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,765 in Professional & Technical Services (20,173 peers)

Roethe Pope Roethe LLP multi-year trail

Roethe Pope Roethe LLP's plans moved +52.3% in assets from 2022 to 2024; this filing shows Roethe Law Firm, LLP Profit Sharing Plan at $8M / 6 participants.

#9,765
in Professional & Technical Services (20,173 peers)
+19.9%
assets growth YoY

Roethe Law Firm, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roethe Law Firm, LLP Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,693,806 Top 50% higher than 50% of 123,620 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 2024

Roethe Law Firm, LLP Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roethe Law Firm, LLP Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roethe Law Firm, LLP Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Roethe Law Firm, LLP Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390966978 · Roethe Pope Roethe LLP PY 2024 · 401(k)

Roethe Law Firm, LLP Profit Sharing Plan · $8M · 6 · 50th

  • 5500 $8M
  • 5500 6
  • 5500 50th
  • 5500 401(k)
  • 5500 near Latina Boulevard Foods LLC 401(k) Plan
  • 5500 ind #9765

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Roethe Law Firm, LLP Profit Sharing Plan in the asset neighbourhood

Roethe Law Firm, LLP Profit Sharing PlanRoethe Law Firm, LLP Profit …$8MLatina Boulevard Foods LLC 401(k) PlanLatina Boulevard Foods LLC 4…$8MCo-Op 401(k) Plan$8MSysinformation Inc. 401(k) PlanSysinformation Inc. 401(k) P…$8MMechanical Repair & Engineering, Inc. Profit Sharing PlanMechanical Repair & Engineer…$8M
End-of-year total assets ($M) among Roethe Law Firm, LLP Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Roethe Pope Roethe LLP multi-year asset trail

Sponsor-wide plan assets over time

All Roethe Pope Roethe LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.27654624759674% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.69M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 6 $6M
2024 1 6 $8M

Roethe Pope Roethe LLP filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN390966978
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Roethe Law Firm, LLP Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Roethe Law Firm, LLP Profit Sharing Plan, Total assets ($B): 0.007693806 · Participants: 6Roethe Law Firm, LLP Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Roethe Law Firm, LLP Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roethe Law Firm, LLP Profit Sharing Plan side-by-side with 3 peers →

Roethe Law Firm, LLP Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Latina Boulevard Foods LLC 401(k) Plan in NY ($8M); by covered participants it is Caliche, Ltd 401(k) in TX (6 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 (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roethe Law Firm, LLP Profit Sharing Plan assets move in 2024? ▼
Roethe Law Firm, LLP Profit Sharing Plan grew sharply - up 19.9% during 2024, from $6M to $8M. Reported net income was $1M.
How have Roethe Pope Roethe LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roethe Pope Roethe LLP's sponsor-wide assets grew 52.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Roethe Law Firm, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Latina Boulevard Foods LLC 401(k) Plan in NY ($8M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Roethe Law Firm, LLP Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390966978.

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.