401(k) · DOL Form 5500 · 2024

Security-Luebke Roofing, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
122
Participants Small participant base
48th
Percentile by assets National rank
$55,141
Avg per participant Low balance/head
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Official DOL plan name: Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan · Sponsored by Security-Luebke Roofing, Inc. · Wisconsin · Construction

$7M in assets, 122 participants

Security-Luebke Roofing, Inc.'s Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,166 in Construction (9,039 peers)

Coverage in Wisconsin

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan covers 122 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#4,166
in Construction (9,039 peers)
+21.5%
assets growth YoY

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,727,241 48th percentile higher than 48% 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

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan reported participants rose from 114 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 462614838 · Security-Luebke Roofing, Inc. PY 2024 · 401(k)

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan · $7M · 122 · 48th

  • TYPE $7M
  • TYPE 122
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Concrete Supply Co., Inc. 401(k) Plan
  • TYPE ind #4166

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 Construction retirement plans → · Plans in Wisconsin →

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Security-Luebke Roofing, Inc. 401(k) Profit Sharing PlanSecurity-Luebke Roofing, Inc…$7MConcrete Supply Co., Inc. 401(k) PlanConcrete Supply Co., Inc. 40…$7MP & N Machine Company, Inc. 401(k) Profit Sharing PlanP & N Machine Company, Inc. …$7MJ & M Group 401(k) Plan$7MHeritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$7M
End-of-year total assets ($M) among Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN462614838
Plan Effective Date2013-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Security-Luebke Roofing, Inc.)

Sponsor-wide plan assets over time

All Security-Luebke Roofing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 66.33322915729165% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.04M $6.73M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 111 $4M
2023 1 114 $6M
2024 1 122 $7M

Nearby 401(k) Plans in Wisconsin

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

Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006727241 · Participants: 122Security-Luebke Roofing, Inc. 401(k) 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
Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Security-Luebke Roofing, 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 Concrete Supply Co., Inc. 401(k) Plan in GA ($7M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2024, from $6M to $7M. Reported net income was $1M.
How have Security-Luebke Roofing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Security-Luebke Roofing, Inc.'s sponsor-wide assets grew 66.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Concrete Supply Co., Inc. 401(k) Plan in GA ($7M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M in assets).