401(k) · DOL Form 5500 · 2024

Roehl Transport, Inc. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
2,622
Participants Above avg headcount
93rd
Percentile by assets National rank
$52,880
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

$139M in assets, 2,622 participants

Roehl Transport, Inc.'s Roehl Transport, Inc. 401(k) Profit Sharing Plan reported $139M in total assets and 2,622 participants in its 2024 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.

  • #2,991 in Transportation & Warehousing (3,299 peers)

Coverage in Wisconsin

Roehl Transport, Inc. 401(k) Profit Sharing Plan covers 2,622 participants in Wisconsin, 4.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $139M.

#2,991
in Transportation & Warehousing (3,299 peers)
+9.7%
assets growth YoY
1.4×
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 2024 · DOL Form 5500

$138,651,441 Top 7% higher than 93% 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

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

Plan-year 2024 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 (2,622 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roehl Transport, Inc. 401(k) Profit Sharing Plan reported net income fell from $21M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Roehl Transport, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $126M in the plan year 2023 filing to $139M in the plan year 2024 filing.
  • Roehl Transport, Inc. 401(k) Profit Sharing Plan reported participants rose from 2,500 in the plan year 2023 filing to 2,622 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391145328 · Roehl Transport, Inc. PY 2024 · 401(k)

Roehl Transport, Inc. 401(k) Profit Sharing Plan · $139M · 2,622 · 93rd

  • EBSA $139M
  • PART 2,622
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Ohio Machinery Co. Incentive Savings Plan
  • VS-ST ind #2991

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

Vcna 401(k) Profit Sharing PlanVcna 401(k) Profit Sharing P…$139MGila River Gaming Enterprises, Inc. 401(k) Plan and TrustGila River Gaming Enterprise…$139MRoehl Transport, Inc. 401(k) Profit Sharing PlanRoehl Transport, Inc. 401(k)…$139MOhio Machinery Co. Incentive Savings PlanOhio Machinery Co. Incentive…$139MRegional West Health Services Retirement Savings PlanRegional West Health Service…$139M
End-of-year total assets ($M) among Roehl Transport, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$139M
Net Income$12M
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 -5051015 Total assets ($B) Participants Roehl Transport, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.138651441 · Participants: 2622Roehl Transport, 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
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 Ohio Machinery Co. Incentive Savings Plan in OH ($139M); by covered participants it is Vitalmd 401(k) Plan in FL (2,622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,622 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 Roehl Transport, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Roehl Transport, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.7% during 2024, from $126M to $139M. Reported net income was $12M.
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 123,622 plans that reported assets for plan year 2024 (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 Ohio Machinery Co. Incentive Savings Plan in OH ($139M, 1,227 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 Vitalmd 401(k) Plan in FL (2,622 participants, $372M 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 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.