401(k) · DOL Form 5500 · 2022

Wagner Forest Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
33
Participants Small participant base
70th
Percentile by assets National rank
$385,651
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wagner 401(k) Plan · Sponsored by Wagner Forest Management, Ltd. · New Hampshire · Agriculture, Forestry & Fishing

$13M in assets, 33 participants

Wagner Forest Management, Ltd.'s Wagner 401(k) Plan reported $13M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,174 in Agriculture, Forestry & Fishing (1,523 peers)

Wagner Forest Management, Ltd. multi-year trail

Wagner Forest Management, Ltd.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Wagner 401(k) Plan at $13M / 33 participants.

#1,174
in Agriculture, Forestry & Fishing (1,523 peers)
-20.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wagner 401(k) Plan's outsized position by total assets

Wagner 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,726,475 Top 30% higher than 70% of 139,123 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 2022

Wagner 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wagner 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 020342249 · Wagner Forest Management, Ltd. PY 2022 · 401(k)

Wagner 401(k) Plan · $13M · 33 · 70th

  • ASSETS $13M
  • PCT 33
  • EIN 70th
  • RANK 401(k)
  • PHOTO near The Sargent Companies 401(k) Plan
  • IND ind #1174

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New Hampshire →

Wagner 401(k) Plan in the asset neighbourhood

Wagner 401(k) Plan$13MThe Sargent Companies 401(k) PlanThe Sargent Companies 401(k)…$13MSemmes, Bowen & Semmes 401(k)PlanSemmes, Bowen & Semmes 401(k…$13MSpecialty Washer Co. Profit Sharing 401(k) PlanSpecialty Washer Co. Profit …$13MMedicago Retirement Plan$13M
End-of-year total assets ($M) among Wagner 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wagner Forest Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Wagner Forest Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 45.40903117320389% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $18.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 33 $13M
2023 1 29 $15M
2024 1 31 $19M

Wagner Forest Management, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN020342249
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Wagner 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Wagner 401(k) Plan, Total assets ($M): 12.726475 · Participants: 33Wagner 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Wagner 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

Wagner 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is The Sargent Companies 401(k) Plan in NE ($13M); by covered participants it is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wagner 401(k) Plan assets move in 2022?
Wagner 401(k) Plan declined sharply - down 20.3% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Wagner Forest Management, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wagner Forest Management, Ltd.'s sponsor-wide assets grew 45.4%, from $13M to $19M.
Which 401(k) plans are similar in size to Wagner 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Sargent Companies 401(k) Plan in NE ($13M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Wagner 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Scout Media Holdings, Inc. Retirement Savings Plan in NY (33 participants, $57K in assets).