Profit Sharing · DOL Form 5500 · 2024
W.L. Roenigk Inc. Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $40,283
- 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
$10M in assets, 237 participants
W.L. Roenigk Inc.'s W.L. Roenigk Inc. Retirement Plan reported $10M in total assets and 237 participants in its 2024 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.
- #1,844 in Transportation & Warehousing (3,299 peers)
Coverage in Pennsylvania
W.L. Roenigk Inc. Retirement Plan covers 237 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #1,844
- in Transportation & Warehousing (3,299 peers)
- +14.5%
- 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 2024 · DOL Form 5500
$9,546,977 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
W.L. Roenigk Inc. Retirement 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. W.L. Roenigk Inc. Retirement Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W.L. Roenigk Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- W.L. Roenigk Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- W.L. Roenigk Inc. Retirement Plan reported participants rose from 233 in the plan year 2023 filing to 237 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 251664723 · W.L. Roenigk Inc. PY 2024 · Profit Sharing
W.L. Roenigk Inc. Retirement Plan · $10M · 237 · 55th
- EBSA $10M
- PART 237
- TYPE 55th
- NET Profit Sharing
- BOOK near Moti S. Daswani, M.D., Inc. Profit Sharing Plan
- VS-ST ind #1844
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) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| 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 $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
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 Moti S. Daswani, M.D., Inc. Profit Sharing Plan in CA ($10M); by covered participants it is Heifer International 403(b) Plan in AR (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Heifer International 403(b) Plan (AR) 237 · 0 off
- Is Living, Inc. 403(b) Retirement Savings Plan (OR) 237 · 0 off
- Porter Supply Co. Profit Sharing Plan (IL) 237 · 0 off
- Anson Industries Inc. Profit Sharing Plan (IL) 238 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.