W.L. Roenigk Inc.Profit-sharing plan
W.L. ROENIGK INC. RETIREMENT PLAN · SARVER, PA · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
W.L. Roenigk Inc. reported $63,984 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $4,405 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.62% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,336th of 3,651), and the 1,190th of 2,677 in transportation & warehousing. active participation has grown from 199 to 227 since 2022.
W.L. Roenigk Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 251664723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.