401(k) · DOL Form 5500 · 2024

Roehl Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
17
Participants Small participant base
72nd
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

$22M in assets, 17 participants

Roehl Corporation's Roehl Corporation Incentive Savings Plan reported $22M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,148 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Roehl Corporation Incentive Savings Plan holds $22M for 17 participants - about $1.3M per participant, above the median plan by assets.

#4,148
in Wholesale Trade (6,080 peers)
-5.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$21,655,443 Top 28% higher than 72% 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 Corporation Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roehl Corporation Incentive Savings Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roehl Corporation Incentive Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Roehl Corporation Incentive Savings Plan reported participants fell from 18 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Roehl Corporation Incentive Savings Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391222174 · Roehl Corporation PY 2024 · 401(k)

Roehl Corporation Incentive Savings Plan · $22M · 17 · 72nd

  • BOY $22M
  • BOY 17
  • BOY 72nd
  • BOY 401(k)
  • BOY near Christian Louboutin, LLC 401(k) Profit Sharing Plan & Trust
  • BOY ind #4148

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 …$22MKaleo, Inc. 401(k) Plan$22MAmberwell Health 401(k) Plan$22MChristian Louboutin, LLC 401(k) Profit Sharing Plan & TrustChristian Louboutin, LLC 401…$22MSecurity Bancorp of Tennessee Safe Harbor 401(k) Profit Sharing PlanSecurity Bancorp of Tennesse…$22M
End-of-year total assets ($M) among Roehl Corporation Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$1M
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 -5051015 Total assets ($B) Participants Roehl Corporation Incentive Savings Plan, Total assets ($B): 0.021655443 · Participants: 17Roehl Corporation Incentive Savings 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 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 Christian Louboutin, LLC 401(k) Profit Sharing Plan & Trust in NY ($22M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Corporation Incentive Savings Plan assets move in 2024? ▼
Roehl Corporation Incentive Savings Plan pulled back noticeably - down 5.2% during 2024, from $23M to $22M. Reported net income was -$1M.
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.
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 Christian Louboutin, LLC 401(k) Profit Sharing Plan & Trust in NY ($22M, 329 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 Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 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.